Aramazt Tanashian
Toronto,Ontario
Summary
Tenured Senior Financial Advisor with a proven track record at Scotiabank, excelling in mortgage strategy development and client relationship management. Leveraged sales proficiency and investment planning skills to significantly grow client portfolios. Known for mentoring staff and fostering strong partnerships, achieving a seamless loan process across different types of loan applications and financial growth for clients.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank - Scotia Plaza
Toronto, Ontario
11.2023 - Current
- Formulated and actualized strategic and complex financial and retirement plans for affluent clients by correctly assessing their financial needs.
- Reviewed and adjusted clients' investment portfolios on a regular basis to ensure they stay on track to meet their financial targets.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
- Analyzed applicants' financial and credit status, evaluated assets and risks to determine loan feasibility.
- Guided high-net-worth applicants through the mortgage experience, from application to closing.
- Educated clients regarding actions and strategies for debt repayment.
- Developed strong relationships with real estate brokers in order to facilitate smooth processing of loans and generate new business.
- Provided guidance to junior staff on all aspects of mortgage lending process, and helped anticipate underwriting requirements.
Investment and Personal Banking Specialist
Scotiabank
Montreal, QC
09.2022 - 10.2023
- Promoted financial products by maintaining excellent service offering knowledge.
- Provided guidance to fulfill daily banking requirements of clients.
- Increase client base and encourage existing clients to expand their financial portfolios.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Processed mortgage loan applications accurately and successfully.
- Coordinated with underwriters for loan approval and final decision-making.
- Stayed abreast of lending regulations, industry trends and market rates.
- Cross-sold bank products and services to meet customer needs and provide options.
Customer Experience Associate
Scotiabank
Montreal, QC
08.2021 - 09.2022
- Opened, closed and updated chequing accounts, savings accounts, and credit cards for customers.
- Provided advice on different bank products and financial option, all while taking into account the clients' wants and needs.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
Cashier/Baker
Tim Horton's
Montreal, QC
02.2021 - 08.2022
- Baked and cooked all items included on the restaurant's menu in a fast-paced manner.
- Cleaned and maintained kitchen equipment and oven.
- Helped customers complete purchases.
- Trained new employees by providing knowledge of specific store tasks, policies and goals.
Usher
Guzzo Movie Theatre
Saint-Laurent, QC
01.2020 - 03.2020
- Sold admission, processed payments and issued tickets.
- Directed ticket holders to seats and facility locations.
- Assisted patrons with seating by giving directions and lighting paths.
- Made sure all halls are clean and presentable for the next screening on a continuing basis.
Cashier
McDonald's
Saint-Laurent, QC
10.2019 - 01.2020
- Operated cash register for cash, debit and credit card transactions with high accuracy levels.
- Greeted customers entering store and responded promptly to customer needs.
- Prepared customer orders in a fast-paced and busy environment in a timely fashion.
- Stocked, tagged and displayed merchandise as required.
Secretary's Assistant
Saint Gregory's Church of Montreal
Outremont, QC
05.2019 - 10.2019
- Provided clerical support to company employees by copying, faxing and filing documents.
- Offered technical support and troubleshot issues to enhance office productivity.
- Created and updated records and files to maintain document compliance.
- Contacted families and members of the church to ensure that their existing records are up to date.
Education
Certificate - Registered Retirement And Financial Advisor
The Canadian Institute of Financial Planning
11-2023
Certificate - Income Tax Planning Course - In Progress
The Canadian Institute of Financial Planning
Diploma - Canadian Investments Funds Course
IFIC
07.2022
Certificate - Residential Real Estate Broker
Collège De L'Immobilier Du Quebec
Montreal, QC05.2022
Skills
- Sales proficiency
- Prospecting clients
- Relationship management
- Staff training
- Client Needs Assessment
- Borrowing needs assessment
- Mortgage Strategy Development
- Mortgage Origination Expertise
- Investment and retirement planning
Accomplishments
Recognized as a 5-time Top Performer in sales results at Scotiabank.
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Arabic
Native/ Bilingual
Armenian
Native/ Bilingual
Certification
- Residential Real Estate Certification in Quebec
- IFSE Canadian Securities
- CIFP Registered Financial and Retirement Advisor
References
References available upon request.
Timeline
Senior Financial Advisor
Scotiabank - Scotia Plaza
11.2023 - Current
Investment and Personal Banking Specialist
Scotiabank
09.2022 - 10.2023
Customer Experience Associate
Scotiabank
08.2021 - 09.2022
Cashier/Baker
Tim Horton's
02.2021 - 08.2022
Usher
Guzzo Movie Theatre
01.2020 - 03.2020
Cashier
McDonald's
10.2019 - 01.2020
Secretary's Assistant
Saint Gregory's Church of Montreal
05.2019 - 10.2019
- Residential Real Estate Certification in Quebec
- IFSE Canadian Securities
- CIFP Registered Financial and Retirement Advisor
Certificate - Registered Retirement And Financial Advisor
The Canadian Institute of Financial Planning
Certificate - Income Tax Planning Course - In Progress
The Canadian Institute of Financial Planning
Diploma - Canadian Investments Funds Course
IFIC
Certificate - Residential Real Estate Broker
Collège De L'Immobilier Du Quebec
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