
Timeline
About me
Re-imagining the Employee Experience | Presales Specialist
Education

Sheridan college
2012 - 2016Ontario college advanced diploma banking and wealth management coop 3.5Activities 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 2015Sales associateOpening 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 2015Back office assistantProcessing 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 2015Client 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 2018Customer 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 2021Home 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 2021Financial 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 2023Investment specialist
Semos cloud
Jul 2023 - nowPresales specialist
Licenses & Certifications
.webp)
Investment funds in canada
Canadian securities institute (csi)Feb 2018- View certificate

Ielts
British councilMay 2019 
High performing teams & managing conflicts
SheridanMar 2014
Honors & Awards
- Awarded to Oliver FilipovskiMillion Dollar Club 2014 Luxxotica Retail Jan 2014
Volunteer Experience
Mission Zero Volunteer
Issued by Sheridan College on Apr 2016
Associated with Oliver Filipovski
Languages
- maMacedonian
- enEnglish
- seSerbian
- spSpanish
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