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Clarity

Sam Ardalan

Toronto ON

Over a decade in Canadian and global banking. Currently a Treasury Manager at a leading Canadian bank, specializing in liquidity risk management. I began my career as an engineer before pivoting into finance and changing countries, so I understand the challenges of both career and geographic transitions. I help people navigate job searches, career pivots, and the world of treasury and finance with clarity and practical advice.

Best for: professionals considering a career pivot, job seekers in finance, or engineers exploring a move into banking.

$3.33/min

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Finance Networking Professional Development International Career Development Entrepreneurship Education Risk Management Banking Professional Mentoring Career Development Coaching Career Advising

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Career Transitions Into Finance & Banking

I began my career as an engineer before pivoting into finance, eventually becoming a Treasury Manager at a leading Canadian bank. Along the way, I earned my CFA and FRM designations and built a career in Canadian and global banking.
Because I’ve experienced both career changes and geographic transitions, I understand the uncertainty that comes with job searching, pivoting industries, or moving countries. On our call, I’ll share practical strategies to help you:
• Position yourself for finance and banking roles
• Navigate career transitions with confidence
• Approach job searches with clarity and structure

You’ll leave with actionable steps, not just theory.

Practical Insights Into Treasury & Liquidity Risk

With over a decade in Canadian and global banking, I specialize in treasury management and liquidity risk. I’ve worked on liquidity frameworks, asset diversification, and market depth initiatives at a leading Canadian bank.
If you’re an entrepreneur, finance professional, or student curious about how banks manage liquidity, regulations, or treasury operations, I’ll break it down in clear, practical terms. You’ll leave with a sharper understanding of treasury functions, liquidity regulations, and how financial institutions think about risk and funding.

Coaching for Professionals Navigating Career Transitions

I began my career as an engineer before pivoting into finance, building a path to Treasury Manager in one of Canada’s leading banks. Along the way, I relocated internationally, earned CFA and FRM designations, and learned firsthand how challenging career and geographic transitions can be.
I now coach professionals — especially those considering big changes — on how to approach job searches, industry pivots, and workplace growth with clarity and confidence. Together we’ll focus on your unique challenges and turn uncertainty into a plan of action.

Banking & Financial Services — Clarity From the Inside

Banking can look complex from the outside, but it follows clear principles once you know where to look. I’ve spent over a decade in Canadian and global banking, with a focus on treasury management and liquidity risk. From balance sheet management to navigating regulations, I help demystify how banks operate and make decisions.
Whether you’re an entrepreneur dealing with banks, a professional entering financial services, or a student exploring the industry, I’ll help you understand the systems and structures that shape modern banking.

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Member since October 2025