Amir Bozorgi
MBA. CFA
Vancouver,BC
Summary
Accomplished financial professional with over a decade of experience in investment management, financial planning, and client relationship building. Proven ability to exceed performance goals, provide tailored wealth management solutions, and identify new business opportunities. A CFA charterholder and CFP candidate with a client-first approach and strong teamwork skills, eager to contribute to Odlum Brown's high-performing advisory team.
Overview
12
12
years of professional experience
8
8
years of post-secondary education
3
3
Certifications
Work History
Investment Specialist
TD
3 2024 - Current
- Consistently ranked as the top performer from the first week, outperforming a team of seasoned Investment Specialists in Vancouver and North Vancouver
- Develop and execute business development strategies to acquire new clients and retain existing relationships
- Utilize financial planning tools, create investment reports, and ensure regulatory compliance.
Personal Banker
TD
06.2022 - 03.2024
- Formulate personalized and goal based financial plans by employing a comprehensive financial planning framework
- Deliver strategic investment recommendations, monitor portfolios, and offer ongoing financial advice
- Stay abreast of industry regulations and market trends to ensure informed and insightful financial guidance.
Banking Advisor
RBC
12.2021 - 06.2022
- Delivered comprehensive financial solutions tailored to clients' banking, lending, and investment needs
- Offered guidance on banking products, credit options, and investment strategies
- Built strong client relationships through proactive communication and exceptional service.
International Market Developer
EN Investment Bank
02.2017 - 12.2020
- Developed and implemented business development strategies targeting international markets, particularly high-net-worth clients and corporations
- Conducted thorough due diligence on investment opportunities, including startups, private companies, and international projects, providing detailed financial and non-financial assessments
- Participated in international seminars and events to promote EN Investment Bank's wealth management solutions, driving brand awareness and client acquisition.
Financial Planner
EN Investment Bank
03.2015 - 02.2017
- Provided wealth management services to a book of high-net-worth clients of the bank
- Advised clients on financial solutions such as mutual funds, term deposits, and ETFs based on their financial needs
- Heightened EN brand awareness in the community by participating in events, seminars, and outreach activities.
Associate Portfolio Manager
Behparvar Brokerage
03.2013 - 03.2015
- Executed investment transactions and monitored the performance of portfolio investments
- Constructed and reviewed Investment Policy Statements and rebalanced client’s portfolios accordingly
- Remained up to date on current investment industry trends to supported portfolio managers.
Education
Master of Energy Management -
New York Institute of Technology
Vancouver, Canada 09.2019 - 05.2021
Master of Business Administration (Finance & Accounting) - undefined
Multi-Media University
Kuala Lumpur, Malaysia 10.2010 - 05.2013
Bachelor of Electronic Engineering - undefined
Shomal University
Tehran, Iran 02.2007 - 05.2010
Skills
Retirement planning
Equity markets
Asset Allocation
Securities Trading
Sales proficiency
Financial Modeling
Certification
Chartered Financial Analyst (CFA)
Languages
English
Native or Bilingual
Persian
Native or Bilingual
Arabic
Professional Working
Timeline
Personal Banker
TD
06.2022 - 03.2024
Banking Advisor
RBC
12.2021 - 06.2022
Master of Energy Management -
New York Institute of Technology
09.2019 - 05.2021
International Market Developer
EN Investment Bank
02.2017 - 12.2020
Financial Planner
EN Investment Bank
03.2015 - 02.2017
Associate Portfolio Manager
Behparvar Brokerage
03.2013 - 03.2015
Master of Business Administration (Finance & Accounting) - undefined
Multi-Media University
10.2010 - 05.2013
Bachelor of Electronic Engineering - undefined
Shomal University
02.2007 - 05.2010
Investment Specialist
TD
3 2024 - Current
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