Amir Bozorgi
Vancouver
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 charter holder and CFP candidate with a client-first approach, strong teamwork skills, and a commitment to continuous learning and professional development.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
TDCT
11.2024 - Current
- As the sole Senior Financial Advisor - Investments in North Vancouver, responsibilities include providing strategic guidance to financial advisors across the district, assisting with complex client meetings, and delivering tailored solutions.
- Strong client relationships are built by consistently exceeding expectations through clear communication, professionalism, and results-oriented advice, offered through both virtual and in-person meetings.
- Key duties involve conducting discovery sessions, financial planning consultations, and portfolio reviews to empower clients with the knowledge needed to make informed investment decisions and achieve their financial goals.
Investment Specialist
TDCT
12.2023 - Current
- Ranked as the top performer from the start, surpassing a team of experienced Investment Specialists in BC.
- Led business development strategies to acquire new clients and retain existing relationships, including managing 30 outbound calls daily to drive engagement and growth.
- Tailored investment strategies using financial planning tools, created investment reports, and ensured regulatory compliance.
Financial Advisor
TDCT
06.2022 - 12.2023
- Formulated personalized, goal-based financial plans for clients using a comprehensive financial planning framework.
- Delivered strategic investment recommendations, monitored portfolios, and offered ongoing financial advice.
- Stayed updated on industry regulations and market trends to provide informed and insightful financial guidance.
Banking Advisor
RBC
12.2021 - 06.2022
- Delivered tailored financial solutions covering banking, lending, and investment needs.
- Built strong client relationships through proactive communication and excellent service.
- Provided guidance on investment products and strategies.
International Market Developer
EN Investment Bank
02.2017 - 12.2020
- Developed and implemented international business development strategies targeting high-net-worth individuals and corporations, resulting in a 60% increase in client acquisition.
- Conducted thorough due diligence on investment opportunities, startups, and private companies.
- Promoted the bank’s wealth management solutions at international seminars to boost client acquisition.
Financial Planner
EN Investment Bank
03.2015 - 02.2017
- Managed a portfolio of high-net-worth clients, providing tailored wealth management services.
- Developed comprehensive financial plans aligned with clients' financial goals and risk tolerance.
- Participated in community events to raise brand awareness and expand the client base.
Associate Portfolio Manager
Behparvar Brokerage
03.2013 - 03.2015
- Executed investment transactions and monitored the performance of portfolio investments.
- Developed and reviewed Investment Policy Statements, rebalancing client portfolios to align with market conditions.
- Conducted market research to support portfolio managers in decision-making.
Education
Master of Energy Management -
New York Institute of Technology
Vancouver, BCMaster of Business Administration (Finance & Accounting) -
Multi-Media University
MalaysiaBachelor of Electronic Engineering -
Shomal University
IranCertification
- Chartered Financial Analyst (CFA)
Registered Representative with CIRO
- Working Towards Certified Financial Planner (CFP) Final Exam
Languages
English
Native or Bilingual
Persian
Native or Bilingual
Arabic
Professional Working
Timeline
Senior Financial Advisor
TDCT
11.2024 - Current
Investment Specialist
TDCT
12.2023 - Current
Financial Advisor
TDCT
06.2022 - 12.2023
Banking Advisor
RBC
12.2021 - 06.2022
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 Energy Management -
New York Institute of Technology
Master of Business Administration (Finance & Accounting) -
Multi-Media University
Bachelor of Electronic Engineering -
Shomal University
Similar Profiles
Ashley GRANDINETTIAshley GRANDINETTI
DISTRICT LEADER at TDCTDISTRICT LEADER at TDCT
Brian LiBrian Li
After School Mandarin Tutor at Saint Francis XavierAfter School Mandarin Tutor at Saint Francis Xavier
Hannah BumalaHannah Bumala
Prep Cook at Cork & BubblesPrep Cook at Cork & Bubbles
Surohit TandonSurohit Tandon
Machine Learning Engineer at JUDI.AIMachine Learning Engineer at JUDI.AI
Logan T EvansLogan T Evans
Front End Checkout TA at WalmartFront End Checkout TA at Walmart