Karim Hattal
About Karim Hattal
Karim Hattal serves as the Assistant Manager of Investment and Product Utilization at IG Wealth Management, where he has worked since 2017. He holds multiple qualifications in finance and business management, and he is responsible for training, documentation translation, and the creation of training materials.
Current Role at IG Wealth Management
Karim Hattal serves as the Assistant Manager of Investment and Product Utilization at IG Wealth Management. He has held this position since 2017, contributing to the organization for over seven years in Montreal. In this role, he is responsible for overseeing investment strategies and product utilization, ensuring effective management of client portfolios.
Previous Experience at IG Wealth Management
Prior to his current role, Karim Hattal worked at IG Wealth Management in various capacities. He served as a Client Services Representative from 2013 to 2016, where he gained valuable experience in client interaction and service delivery. Following this, he worked as a Trader - Investment Representative from 2016 to 2017, further enhancing his expertise in investment management.
Educational Background
Karim Hattal has a diverse educational background in business and finance. He studied Business Management at Corneille College, achieving a Baccalauréat Cycle 1st from 2001 to 2003. He furthered his studies at Idrac Business School, earning a Master's degree in Marketing and Business Negotiation from 2004 to 2006. Additionally, he completed various finance-related courses at the Canadian Securities Institute, including the Canadian Securities Course (CSC) and the Conduct and Practices Handbook in 2015, as well as Investment Representative Training in 2016.
Skills and Responsibilities
In his current role, Karim Hattal is responsible for producing weekly newsletters that communicate important information to consultants and clients. He also creates training videos using Camtasia software to educate consultants on product and investment strategies. Furthermore, he has developed a fee negotiation tool for wealth planning specialists and provides training on negotiated pricing processes for new specialists.
Experience at BNP Paribas
Before joining IG Wealth Management, Karim Hattal worked at BNP Paribas as a Representative in Client Services from 2005 to 2011 in Paris, France. This role allowed him to build a strong foundation in client service and financial management, which he later applied in his career at IG Wealth Management.