Souzan Abdullah

Souzan Abdullah

Financial Advisor Assistant @ IG Wealth Management

About Souzan Abdullah

Souzan Abdullah is a Financial Advisor Assistant with extensive experience in customer service and operations. She has worked in various roles in the financial and retail sectors and holds a Bachelor of Business Administration from The University of Winnipeg.

Work at Investors Group

Souzan Abdullah has been employed at Investors Group as a Financial Advisor Assistant since 2018. In this role, she supports financial advisors in managing client relationships and providing financial planning services. Her responsibilities include assisting with client inquiries, preparing financial documents, and ensuring compliance with regulatory standards. This position has allowed her to develop a strong understanding of financial products and services while enhancing her skills in client communication and support.

Work at Freedom 55 Financial

Since 2020, Souzan Abdullah has also worked at Freedom 55 Financial as an Operations Coordinator. In this capacity, she oversees various operational tasks that contribute to the efficiency of the organization. Her role involves coordinating internal processes, managing documentation, and supporting the overall operational framework of the company. This position has further developed her organizational and management skills within the financial services industry.

Previous Experience at Follett Book Store

Souzan Abdullah worked as a Sales Representative at Follett Book Store for five months in 2016. During her time there, she engaged with customers, managed sales transactions, and maintained inventory. This role provided her with valuable experience in customer service and retail operations.

Background in Human Resources Management and Marketing

Souzan Abdullah studied at The University of Winnipeg, where she earned a Bachelor of Business Administration (B.B.A.) with a focus on Human Resources Management and Marketing. Her academic journey spanned from 2013 to 2018, equipping her with foundational knowledge in business practices and strategic marketing. This educational background supports her current roles in the financial services sector.

Role at BASA Inc.

Since 2017, Souzan Abdullah has served as the Vice President Internal at BASA Inc., the University of Winnipeg's Business and Administration Students' Association. In this leadership position, she contributes to the governance and operational activities of the association, fostering a collaborative environment for students in the business program. Her involvement highlights her commitment to student engagement and organizational development.

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