Om Sharma
Personal Banking Associate @BMO
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WORK HISTORY
Personal Banking Associate @BMO
Edmonton, AB, CA
Delivered tailored investment solutions and financial planning for clients towards long-term financial goals with mutual funds and GICsProactively pursued leads through cold calling to set up future appointments and convert prospects into long-term clientsEfficiently managed branch operations during peak hours ensuring seamless stakeholder experiences
EDUCATION
University of Alberta
Bachelor of Commerce - BCom
École J. H. Picard
High School Diploma
ABOUT OM SHARMA
I’m a passionate entrepreneur and third-year finance student minoring in economics. Currently I am focusing on economics, investments, and taking the necessary credentials in order to become an investment advisor. I value creating and fostering strong relationships and am actively honing my people skills to do so. With a mindset grounded in innovation and market awareness, I stay ahead by exploring tech-driven solutions and real-world economic trends.
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