Tobias Saad
About Tobias Saad
Tobias Saad is a Transaction Specialist at IG Wealth Management in Montreal, Canada, with a background in finance and customer service. He has experience in financial planning and has previously worked in various roles, including as a Sandwich Artist and Shipping Agent.
Work at IG Wealth Management
Tobias Saad has been employed at IG Wealth Management as a Transaction Specialist since 2017. In this role, he focuses on financial transactions and assists in the analysis of clients' investment portfolios. His responsibilities include constructing visual financial plans to aid consultants in advising clients on their future financial goals. His tenure at IG Wealth Management spans over seven years, during which he has developed expertise in personal financial planning.
Education and Expertise
Tobias Saad completed his high school education at Emmanuel Christian School, where he studied Pure and Applied Sciences and earned a High School Diploma from 2011 to 2016. He then attended CEGEP - John Abbott College, achieving a Diploma of College Studies (DEC) in Business/Commerce from 2016 to 2019. Following this, he pursued higher education at the University of Ottawa, obtaining an Honours Bachelor of Commerce (BCom) in Finance from 2019 to 2022. Additionally, he participated in an Industrial Design Summer Workshop at OCAD University in 2018.
Background in Customer Service
Tobias Saad has a diverse background in customer service, having worked in various roles prior to his current position. He was employed as a Sandwich Artist at Subway from 2016 to 2017 for 11 months, where he developed skills in customer interaction and food preparation. He also worked as a Shipping Agent at The UPS Store for three months in 2019, and as a Waiter at Beaconsfield Golf Club for three months in 2017. These experiences have contributed to his adaptability in different work environments.
Teamwork and Collaboration Skills
Tobias Saad has demonstrated strong teamwork and collaboration skills through his involvement in team activities such as sports teams and school plays. These experiences have helped him develop effective communication and cooperation abilities, which are essential in both his professional and personal endeavors. His capacity to work well with others is evident in his current role at IG Wealth Management, where collaboration is key to achieving client objectives.
Experience with Financial Planning Software
Tobias Saad has experience working with Personal Financial Plan software, which he uses to analyze clients' investment portfolios and lifestyle habits. This technical proficiency enables him to construct visual financial plans that assist consultants in providing tailored advice to clients regarding their financial futures. His ability to leverage technology in financial planning reflects his commitment to delivering effective solutions for clients.