Oliver Filipovski

Oliver filipovski

bookmark on deepenrich
location of Oliver FilipovskiToronto, Ontario, Canada
Phone number of Oliver Filipovski+91 xxxx xxxxx
Followers of Oliver Filipovski773 followers
  • Timeline

    Nov 2013 - Jan 2015

    Sales Associate

    Sunglass Hut
    Sept 2014 - Jan 2015

    Back Office Assistant

    Questrade Financial Group
    May 2015 - Sept 2015

    Client Service Advisor

    Stopanska banka AD - Skopje
    Nov 2015 - Apr 2018

    Customer Service Representative

    TD
    Oct 2017 - Feb 2021

    Home Solutions Advisor

    Best Buy Canada
    Apr 2018 - Oct 2021

    Financial Services Representative

    CIBC
    Oct 2021 - Mar 2023

    Investment Specialist

    TD
    Current Company
    Jul 2023 - now

    Presales Specialist

    Semos Cloud
  • About me

    Re-imagining the Employee Experience | Presales Specialist

  • Education

    • Sheridan college

      2012 - 2016
      Ontario college advanced diploma banking and wealth management coop 3.5

      Activities and Societies: Sheridan College Finance Association, Sheridan Student Union By the end of 2016, I will have the opportunity to write various professional licensing exams in Sheridan classrooms including:Investment Funds in Canada (IFIC)Canadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)Life License Qualification Program (LLQP)Also, I'm learning material and developing skills that will assist me in the process of completing my Certified Financial Planner (CFP) exams.Courses Taken:• Investment Funds in… Show more By the end of 2016, I will have the opportunity to write various professional licensing exams in Sheridan classrooms including:Investment Funds in Canada (IFIC)Canadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)Life License Qualification Program (LLQP)Also, I'm learning material and developing skills that will assist me in the process of completing my Certified Financial Planner (CFP) exams.Courses Taken:• Investment Funds in Canada• Investment Fundamentals• Taxation Strategies 1 & 2• Investments 1 & 2• Selling Financial Services• Financial Planning Presentations• Wealth Management & Estate Planning 1 & 2• Insurance and Retirement Planning 1 & 2• Corporate Responsibility Mgmt.• Professional Selling• Consumer Behaviour & Financial Needs• Finance and Investment Law• Media and Current Events• Topics in Financial Planning• Life License Qualification Program (LLQP) 1 & 2• Money, Banking & the Economy• Microeconomics• Business Communications Show less

  • Experience

    • Sunglass hut

      Nov 2013 - Jan 2015
      Sales associate

      Opening and closing the store. Meeting negotiated goals, resolving clients’ issues and maintenance related problems. Completed transactions and responsible for cash.

    • Questrade financial group

      Sept 2014 - Jan 2015
      Back office assistant

      Processing entries and updates requested by clients, interdepartmental requests and those by various regulatory groups in a timely mannerResponsible for broker to broker transfers working collaboratively with internal staff and external third parties to effectively resolve issues, while ensuring regulatory compliance, process cheques, stocks, and funds in and out of the systemAlso, responsible for Year-end taxation, reviewing data and investigating issues surrounding the issuance of Canadian and Nonresident tax documentation such as T3's, T5's, T4's and RSP contribution receipts, communicating and remitting funds to CRA, MRQ & IRS. Show less

    • Stopanska banka ad - skopje

      May 2015 - Sept 2015
      Client service advisor

      • Reception of customers when they walk-in• Proper introduction to products, services and promotions of the Bank• Creating opportunities for cross-selling• Implementation of cash and cash-less transactions• Providing basic information and assistance to customers

    • Td

      Nov 2015 - Apr 2018
      Customer service representative

      - Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services- Contribute to the achievement of branch business objectives by meeting or exceeding individual sales & referral goals- Understand and meet the needs of customers by providing them with advice on appropriate products and services, and/or identify sales opportunities and refer customers to appropriate team members or TD partners Show less

    • Best buy canada

      Oct 2017 - Feb 2021
      Home solutions advisor

      • Responds to customer concerns, supports and assists of achievement of store and department customer care and sales goals by promoting, emphasizing and demonstrating skills involved in selling Product Service Plan (PSP), Product Replacement Plan (PRP), accessories and complete solution• Support the product knowledge and sales skills development of the Department and other store personnel as directed by the Supervisor

    • Cibc

      Apr 2018 - Oct 2021
      Financial services representative

      • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services• Interview applicants for personal, mortgage, student and business loans• Promote the sale of deposit, investment, credit and loan products and services• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals• Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan Show less

    • Td

      Oct 2021 - Mar 2023
      Investment specialist
    • Semos cloud

      Jul 2023 - now
      Presales specialist
  • Licenses & Certifications

    • Investment funds in canada

      Canadian securities institute (csi)
      Feb 2018
    • Ielts

      British council
      May 2019
      View certificate certificate
    • High performing teams & managing conflicts

      Sheridan
      Mar 2014
  • Honors & Awards

    • Awarded to Oliver Filipovski
      Million Dollar Club 2014 Luxxotica Retail Jan 2014
  • Volunteer Experience

    • Mission Zero Volunteer

      Issued by Sheridan College on Apr 2016
      Sheridan CollegeAssociated with Oliver Filipovski