Fatima Mahmood

Dedicated and results-driven customer service professional with a strong background in building robust client relationships and delivering exceptional support. Proven track record of achieving high customer satisfaction rates and resolving complex issues in a timely and professional manner.

As a former Investment Representative at CIBC Wood Gundy, I honed my skills in communication, problem-solving, and relationship-building, consistently receiving the highest referrals across Canada. After taking a career break to focus on my family, I'm now eager to leverage my expertise in a customer-facing role, providing personalized support and solutions to clients.

With a strong educational foundation in Bilingual Business Economics (Hons.) from York University and multiple certifications in compliance, I'm well-equipped to navigate complex situations and provide accurate information. My detail-oriented approach, strong problem-solving abilities, and effective communication skills enable me to tailor solutions to meet customers' unique needs.

I'm passionate about delivering exceptional customer experiences, mentoring new talent, and fostering a collaborative team environment. I'm excited to bring my skills and experience to a customer service role and contribute to driving positive outcomes for clients and the organization.

I am a result-driven professional with experience in customer service, finance, and accounting. Throughout my career, I have held roles such as Investment Representative at CIBC Wood Gundy, Customer Service Representative at CIBC, Front-End Supervisor at Loblaws, and Assistant Accountant at Promotive Communications. I've consistently demonstrated strengths in customer relationship management, problem-solving, and teamwork, achieving milestones like receiving the highest referrals in CIBC across Canada and being awarded Employee of the Year at Loblaws.

I hold a Bachelor of Arts degree in Bilingual Business Economics (Honors) from York University, which I completed from 2015 to 2019. Additionally, I have completed various professional certifications, including:

- Canadian Securities Courses (CSC) in 2019
- Conduct and Practice Handbook (CPH) in 2019
- 30-Day Investment Representative Training (IRT) in 2019
- 90-Day Registered Representative License in 2022
- NRD Licensed Trader