Open to opportunities

David Salem

@davidsalem

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Dependable operations specialist bridging data, events, and client solutions.

Canada

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What I'm looking for

I seek a collaborative role where I can improve operations, manage CRM and reporting, support sales or advisory teams, and contribute to process-driven growth in a client-focused organization.

I am a licensed paralegal and operations professional with experience supporting sales teams, advising financial planning workflows, and producing content for digital marketing. I combine strong relationship-building and clear communication with disciplined attention to process and compliance.

At Vanguard Investments Canada I manage lead screening, CRM organization in Dynamics 365, Power BI dashboarding, expense and cashflow data cleanup, and event CE-credit coordination. Previously I supported financial advisors with estate planning projections, portfolio transition recommendations, and efficiency improvements using NaviPlan, Conquest, and Excel.

I bring a team-first mentality, discretion handling sensitive information, and a continuous improvement mindset—focused on clear workflows, measurable reporting, and high standards of execution that help teams scale and serve clients effectively.

Experience

Work history, roles, and key accomplishments

Current

Sales Enablement Specialist

Current

Vanguard Investments Canada

Jan 2024 - Present (1 year 8 months)

Support the sales team by generating and assigning leads, maintaining Dynamics 365 CRM, and creating Power BI dashboards to surface key metrics and improve sales workflows.

Dynamics 365 Power BI Lead Generation Workflow Design Excel Event Approval

Operations Coordinator

Sage Wealth

Mar 2022 - Jan 2024 (1 year 10 months)

Produced estate planning projections, built client portfolio recommendations, and optimized Excel-based processes to improve advisor workflows and client transitions to equity-based models.

NaviPlan Excel Confidentiality Process Improvement Financial Planning

Content Editor

Rockway Vineyards

Jun 2021 - Sep 2021 (3 months)

Researched, edited, and published digital and traditional media, developed social content in Canva, and produced live event social coverage to increase audience engagement.

Content Editing Canva Social Media Adobe Suite Proofreading Media & Publishing

Education

Degrees, certifications, and relevant coursework

Seneca College

Accelerated Diploma, Paralegal Studies

2020 - 2021

Grade: 3.8

Completed an accelerated Paralegal Studies diploma program accredited by the Law Society of Ontario and passed the Law Society of Ontario Paralegal Licensing Exam.