Usman Sadiq
Management Consultant at E-LEAD Consulting- Claim this Profile
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Urdu Native or bilingual proficiency
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English Full professional proficiency
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Arabic Limited working proficiency
Topline Score
Bio
Credentials
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Seven Habits of Highly Effective People
FranklinCoveyFeb, 2018- Oct, 2024 -
Branch Managers Course
Canadian Securities Institute (CSI)Aug, 2014- Oct, 2024 -
Conduct and Practice Handbook Course
Canadian Securities Institute (CSI)Jun, 2014- Oct, 2024 -
Wealth Management Essentials
Canadian Securities Institute (CSI)Feb, 2014- Oct, 2024 -
Compliance Officer Course
Canadian Securities Institute (CSI)Jun, 2009- Oct, 2024 -
Professional Financial Planning
Canadian Securities Institute (CSI)Jul, 2007- Oct, 2024 -
Canadian Securities Course
Canadian Securities Institute (CSI)Jul, 2006- Oct, 2024 -
Islamic Finanace Qualification
ACCA
Experience
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E-LEAD Global Centre of Excellence for Leadership, Engagement and Development
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Professional Training and Coaching
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1 - 100 Employee
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Management Consultant
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Aug 2018 - Present
E-Lead Consulting helps organizations improve performance through effective people, risk and financial management. Current Assignments. SAIT Corporate Traning - Leadership, Change Management and Business training for International Corporate Clients. Project Management Institute – Entrepreneurship Workshops Immigrant Services Calgary – Effective operating model trainingDeneb Energy – Business process trainingBow Developments – Business ConsultingSAIT – Instructor School of BusinessBow Valley College – Course Lead EntrepreneurshipMount Royal University - Instructor, Bissett School of Business
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CIBC
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Canada
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Banking
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700 & Above Employee
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Vice President Financial Services
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Sep 2015 - Aug 2018
Delivered an exceptional customer service and world-class employee experience to approximately 250 employees and 16 senior leaders in the Tri-Cities, Calgary North, Banff, Canmore, Cochrane and Airdrie locations. This responsibility includes effectively managing risk, on-target financial results as well as maintenance of a significant Book of Business (top 5 districts nationally)● Reported to the Region Head and SVP of CIBC, Usman was responsible for the P&L of Nine billion dollars portfolio and implementation of best-in-class comprehensive customer-centric service.● Sixteen direct reports, including 9 General Managers, 6 Banking Centre Leader, and Director of Performance Coaching.● Grew district into a robust revenue-generating model while establishing cross-cultural and virtual work relationships and work procedures, generating $12M in revenue annually.● Awarded “Annual Achiever Award” for exceeding expectations net sales, revenue and Assets under Management in 2015 & 2017.
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General Manager Wealth Management
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Jun 2008 - Sep 2015
● Led a team of 12 Senior Financial Advisors and 8 Associates with diverse skill sets and motivation levels across Calgary. The portfolio consists of $3.6B in funds managed across the deposit, investment and credit business.● Coaching through weekly touch bases, joint client meetings, pre-briefing and de-briefing to lead a need-based advisory platform and strict contact management discipline. Identify the opportunity to utilize different closing techniques to move clients through the sales/advisory process while using planning tools to validate.● Usman’s team won the annual “Award of Excellence” for exceeding sales results and collaboration with commercial/retail via holistic financial planning.● Drove growth and exceeded overall portfolio targets product penetration among new and existing clients via sales coaching, relationship building, internal/external sales & achieved a record 20% YoY growth.● Won "Annual Achiever Award" award 2015 for exceeding financial performance and assisting senior advisors with record growth via investment planning, financial planning, and risk management strategies.
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TD
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Canada
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Banking
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700 & Above Employee
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Financial Planner
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Mar 2006 - Jun 2008
● Reported to the General Manager, TD Waterhouse, Usman was a Subject Matter Expert on the four pillars of financial planning. Delivered presentations to retail branch staff on financial planning concepts and increased referrals by $1million/month via referrals from the retail team. ● Strong knowledge of proprietary financial planning tools and software. Trained and enhanced retail tellers on tools to empower staff and engage in advisory work of pre-qualifying walk-in clients.● Lead TD annual customer appreciation day strategy and coached bank staff on effective sales lead generation and acquired 80 new referrals for investment reviews.
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Education
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2002 - 2004
Dalhousie University
Master of Business Administration (MBA), Accounting and Finance
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