Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Affiliations
Languages
Professional Development
Cooking
References
Timeline
Generic

IVAN TOUBIWOU

Ottawa,ON

Summary

Bilingual, highly motivated and performance driven professional with a diverse education background in both finance and business. I am a planner, negotiator, leader and strategic thinker. Dynamic and results-driven professional with extensive experience. Proven ability to deliver tailored financial solutions, manage complex projects, and drive product development initiatives. Adept at providing strategic financial advice, optimizing investment portfolios, and ensuring client satisfaction. Strong leadership and analytical skills with a track record of successfully guiding teams and projects to achieve organizational goals. Committed to continuous improvement and excellence in wealth management and financial planning.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Co-Founder - Product Manager

Neebulageek
03.2022 - Current
  • Streamlined the product development process for faster time-to-market and improved efficiency
  • Launched successful products by conducting thorough market research and identifying customer needs
  • Led cross-functional teams to deliver high-quality products on time and within budget constraints
  • Implemented Agile methodologies for more efficient project management and team collaboration
  • Improved product functionality with innovative design solutions, resulting in increased sales conversions
  • Continuously monitored customer feedback channels after launch to gather insightful data for future iterations or updates
  • Developed product documentation to communicate upcoming features and products to internal teams.

Wealth Management Advisor

Desjardins
07.2021 - Current
  • Engaging with clients in the discovery process to identify and analyze client needs using financial planning principles and strategies
  • Developing Financial Plans for members utilizing financial planning tool
  • Demonstrates proficiency in the utilization of consultative and advice driven sales
  • Responsible for preparing investment (portfolio) analysis and financial related projects as needed
  • Help client manage their debt, credit, loans and line of credit
  • Have a great knowledge of Banking Product and services
  • Always up to date with the current financial, economic, political and legislative news
  • Established members need in terms of short term and long term needs.

Bilingual Investment Fund Advisor

Tangerine Investment
11.2018 - 07.2021
  • Assessing Clients' financial situations and fit for mutual funds using probing questions and exceptional communication skills, both verbal and written
  • Building and developing Client relationships as required to optimize sales and conversion efforts and effectively self-manage Client follow-up interactions, (via phone and email)
  • Recommending other Tangerine products that are well suited to the Clients identified needs
  • Assisting Clients with trade requests and account maintenance needs and execute with high accuracy
  • Performing outbound campaigns, take ownership of Client segments and self-manage execution of contact attempts meeting key efficiency, sales and conversion targets
  • Coaching Clients to adopt sound investor behaviors and habits that will position them to have long-term success with their investments.

Digital Project Manager

Happisoft
01.2018 - 07.2021
  • Streamlined project management processes by implementing agile methodologies and effective communication strategies
  • Increased team productivity by providing clear objectives, guidelines, and regular progress updates
  • Managed cross-functional teams to ensure timely delivery of high-quality digital projects
  • Developed comprehensive project plans outlining scope, timeline, resources, and milestones for successful project completion
  • Provided exceptional client service by consistently meeting or exceeding expectations for project deliverables and timelines
  • Negotiated contracts with vendors and suppliers, securing favorable terms that supported budgetary requirements
  • Facilitated collaboration among team members through regular meetings, status updates, and open communication channels.

Bilingual Client Service Specialist

Tangerine Bank
08.2018 - 11.2018
  • Delivered friendly and professional service to clients through inbound, outbound and eService channels
  • Knowledgeable in a wide range of financial products (i.e
  • Chequing/Savings accounts, etc)
  • Processed customer financial transactions
  • Demonstrated ability to identify Clients' needs and sell products that meet them
  • Educate Clients on a wide range of financial products (i.e
  • Chequing/Savings accounts, etc.) and on self-service channels in order to enable Clients to serve themselves online.

Education

Post-Graduate Certificate Project Management -

Humber College Toronto
04.2017

Post-Graduate Certificate Financial Planning -

Seneca College Toronto
05.2016

Bachelor's Degree Finance and Banking -

Catholic University of Cameroon Bamenda
06.2013

Skills

  • Ability to determine appropriate measures to achieve task goals and to prioritize various measures
  • Highly organized and detailed-oriented, Knack for understanding procedures and logistics
  • Excellent Interpersonal communication skill, great presenter and agile stakeholder manager
  • Ability to control processes and activities in a result-oriented manner
  • Sense of responsibility, analysis and initiative
  • Proficiency in the use of MS Office MS project, MS Words, MS Excel and Business Savvy
  • Team player and work individually as well
  • Well versed in English and French both spoken and written
  • Partnership cultivation
  • Strategic Partnerships
  • Stakeholder Communication
  • Stakeholder Relations
  • Partnership Development
  • Operations Management
  • Investment strategies
  • Retirement planning
  • Up-to-date market knowledge

Certification

PMP - Project Management Professional

Accomplishments

  • Resolved product issue through consumer testing.
  • Developed and executed a product lifecycle management strategy that reduced time-to-market by 20%.
  • Streamlined product development processes and improved collaboration between teams, leading to more efficient project completion.
  • Developed personalized financial plans that addressed clients' unique needs and goals, resulting in high client retention rates.
  • Surpassed sales targets year by year.

Affiliations

PMI

Languages

English
French

Professional Development

  • 05/01/20, True, Toastmasters Club, Club President & Treasurer, Public speaking and leadership; communication skills and listening skills, Taking care of existing members, Recruiting new members, goals of obtaining new members every month, Process new member's application
  • 09/01/16, 05/01/17, Leadership Academy and leadership Club, Participated in Leadership workshops and retreat, Planned and managed 3 major events, organised and coordinated various events, giving feedback to stakeholders

Cooking

Cooking provides a canvas for creativity, allowing chefs and home cooks to experiment with ingredients, textures, and flavors. The process of cooking involves constant learning and discovery, from trying out new recipes to mastering cooking techniques. Cooking engages all the senses: the aroma of spices, the sizzle of ingredients in a hot pan, the vibrant colors of fresh produce, and the rich flavors of a well-prepared meal.

References

References is provided upon request

Timeline

Co-Founder - Product Manager

Neebulageek
03.2022 - Current

Wealth Management Advisor

Desjardins
07.2021 - Current

Bilingual Investment Fund Advisor

Tangerine Investment
11.2018 - 07.2021

Bilingual Client Service Specialist

Tangerine Bank
08.2018 - 11.2018

Digital Project Manager

Happisoft
01.2018 - 07.2021

Post-Graduate Certificate Project Management -

Humber College Toronto

Post-Graduate Certificate Financial Planning -

Seneca College Toronto

Bachelor's Degree Finance and Banking -

Catholic University of Cameroon Bamenda

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IVAN TOUBIWOU