1. Nidal Younes
DUBAI, U.A.E
+971-52-1289690 nidyounes@gmail.com
KEY STRENGTHS
 Excellent communicator and avid relationship builder;
 Deep understanding of Mutual Fund products;
 Action oriented team player recognized for drive for results;
 Fluent in English and Arabic (spoken and written). Intermediate knowledge of French.
CORE EXPERIENCE
Bank of Nova Scotia
Financial Service Representative Montreal, Quebec April 2015 – present
Used a financial planning approach to capitalize on opportunities to increase sales, revenue and cross-sell
with existing and new customers.
 Provide a full range of customized financial solutions including personal loans and credit cards,
using a basic financial planning approach.
 Using sales tools to gather customer information and cross-sell solutions based on customer's
financial and life stage needs
 Focusing primarily on responding to the needs of targeted customer segment supporting all other
segments.
 Meeting established individual goals through effective management of activities and
opportunities.
 Contribute to the overall business objectives of the Branch team by acquiring, retaining and
growing loyal customer relationships.
Customer Sales and Service Representative Montreal, Quebec 2013 – 2015
Contributed to the quality and efficiency of branch operations as well as compliance with regulatory and
internal bank guidelines to minimize the bank’s exposure to risk by:
 Adhering to cash, custody and security procedures and policies at all times;
 Adhering to position authorities and bank policies;
 Complying with regulatory requirements as part of the services process, including Canada Deposit
Insurance Corporation, Financial Consumer Agency of Canada, Anti-money Laundering/Anti
Terrorist Financing;
Strengthened and retained profitable customer relationships through sales and support and delivered the
desired customer experience by:
 Meeting day-to-day customers’ transactional needs and suggesting more efficient ways of saving
money that are in line with their type of transactions;
 Identifying clients’ needs by looking at the profile/products and exploiting inefficiencies where
applicable and referring them to the appropriate sales officer for potential sales;
 Resolving clients’ service and maintenance related inquiries and escalating as appropriate;
 Promoting the bank’s products/service by matching them with the clients’ profiles;

2. Dundee Securities Corporation, Montreal, Quebec 2007- 2008
Junior Financial Advisor
Assisted a chief advisor in providing a full range of customized financial solutions using a financial planning
approach focused on building and maintaining long term relationships by:
 Instituting a multi-faceted approach to business development including conducting outbound
marketing activities to potentail prospects;
 Building a large database of prospective clients and establishing client relationships;
 Exploiting the inefficiencies of prospective clients’ portfolios through demonstrating amount of
risk clients are exposed to;
 Coordinating tasks with the chief advisor and providing him assistance in planning, data
management, implementation and market forecasting.
 Coordinating introductory meetings between prospective clients and senior advisors;
 Landing $1 million of business in the first two months;
 Participating in presentations by financial firms to broaden scope of business and remain
knowledgeable of marketplace trends.
 Developing a strong understanding of mutual fund products.
OTHER EXPERIENCE
English Montreal School Board, Montreal, Quebec 2008- 2013
Mathematics Instructor
 Taught classes in Calculus, Geometry and Statistics;
 Assisted in the development of the Mathematics curriculum and teaching standards.
Al Mawakeb School, Dubai, U.A.E 2003-2004
Mathematics Instructor
▪ Taught advanced classes in Algebra and Geometry
EDUCATION
Graduate Diploma in Finance & Treasury McGill University2011
B.S in Mathematics American Universityof Beirut 2003
PERSONAL INFORMATION
DOB: Nov 8, 1974
NATIONALITY: Canadian
MARITAL STATUS: Single