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Milton
Mona Elrewiny

Mona Elrewiny

Senior financial advisor

Banking / Loans

Milton, Halton

Social

About Mona Elrewiny:

Senior Financial Advisor 

Experience

• Over 22 years of Financial/Banking experience with a strong focus on business development, sales, account managementand Account Management or Client facing role

• Expertise in providing exceptional client experiences, understanding their needs, and offering tailored financial solutions.

• Skilled in holistic financial planning, relationship building, and client retention.

• Fluent in English & Arabic, facilitating effective communication with diverse clientele.

• Manage relationships with backend operations and product teams

• Work closely with Client Success to ensure member support standards are met.

• 22+ years of experience in Account Management or Client facing role

• 22+ years of people leadership experience

• Skilled in effective communication

• Strong analytical skills with attention to detail

• Clear bias for action and ownership

• Bonus experience with Salesforce and large Canadian employers

Education

• Financial Planning Integration Course (Projected completion: December 2024)

• CAFA Certificate in Advanced Financial Advice completed:December 2021

• Financial Planning 2 (FP2) –completed: November 2021

• Financial Planning 1 (FP1) – Completed: January 2019

• Personal Financial Services Advice (PFSA) – Completed: August 2018

• Investment Funds in Canada (IFIC) – Completed: January 2015

• Bachelor of Management Science – Sadat Academy for Management Sciences, Cairo, Egypt (1996-2000)



 

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