Farah Rekik

Assessed clients' circumstances and goals to present suitable life and health insurance and financial protection solutions. Explained coverage clearly, answered questions and provided personalized follow-up to build understanding, trust and retention.

Delivered prompt, friendly service in a high-volume setting; accurately processed orders, payments and special requests. Listened actively, resolved issues courteously and worked closely with colleagues to maintain a consistent customer experience.

Passed an initial approval stage, subject to passing LLQP exams, obtaining AMF certification and completing hiring formalities. Preparing for AMF exams; no employment or representative activities undertaken for Beneva to date.

Enrolled in 2026, currently in progress. Covers mutual funds, registered accounts, know-your-client requirements, suitability, regulation and compliance in Canadian investments.

In progress. Studies accounting, corporate finance, taxation, budgeting, financial analysis and decision-making.

Completed 12-credit short undergraduate program in AI for Business, covering generative AI, ethics, advisory practices and business project design focused on operational efficiency.

Awarded Quebec Secondary School Diploma in 2018.

Partially completed college studies in life and health insurance and financial security, with two courses remaining. Covered regulation, compliance, insurance, risk management and client relations.