Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

Armaghan Keshmiri

Overview

13
13
years of professional experience

Work History

Wealth Planner

Vancity Credit Union / Aviso Wealth
03.2020 - Current
  • Providing excellent and customized holistic financial planning via Vancity Financial Planing (VAP) platform
  • Recommending personalized investment solutions to members
  • Focusing on Socially Responsible (ESG criteria) investment options
  • Managing to retain and grow two book of clients with more than 45 million dollars in assets and over 450 members despite the ongoing challenges in the market
  • Mentoring a team of new relationship managers within 4 different locations
  • Meeting sales and referral target based on the members' best interest
  • Presenting in different focus and networking groups within organization
  • Coaching branch team members with their learning journey and involvement with our Sustainable Wealth Management via one on one sessions, joint meetings and presentation regularly
  • Participating in our Employee Advisory Committee and working closely with our directors by building a communication bridge between leaders and employees
  • Volunteering to help at any capacity including providing interim coverage for different branches within our region.

Senior Account Manager

Vancity Credit Union
08.2018 - 03.2020
  • Provided trusted advice to current and prospective members
  • Built a strong relationships with existing members and refer number of new members to Vancity through my networking channels (Persian Community)
  • Managed members lending, deposit and daily banking relationships
  • Recommended appropriate products, services and referrals to our SWM and Community Business Partners
  • Represent Vancity at various community and networking events.

Investment Specialist

TD Canada Trust
03.2018 - 08.2018
  • Helped two branches with their investment goals and referrals
  • Helped high value clients with their investment goals through Naviplan platform
  • Provided personalized advice and financial planning based on clients' investment goals
  • Wrote solid charting notes on Mutual Fund trades
  • Met the team goals and recognized by the district manager a number of times for my contribution.

Manager of Client Experience and Senior Financial Service Representative

Canadian Imperial Bank of Commerce (CIBC)
02.2016 - 03.2018
  • Hired new staff, train them, coached new FSRs, joined their meetings and helped them to exceed their goals
  • Developed new relationship within the neighborhood at the brand new opened branch
  • Added more than 150 new clients to the book over only 1 year
  • Maintained the existing client based by providing excellent service and awarded the 'Award of Excellence' twice in the same year
  • Managed our CSRs with the balancing process and quality referrals.

Financial Service Representative (FSR)

Canadian Imperial Bank of Commerce (CIBC)
10.2013 - 02.2016
  • Successfully completed 12 weeks training as the top performer
  • Exceeded expectations repeatedly and recognized by the district's president among my peers
  • Received the 'Annual Achiever Award' for my outstanding performance in 2014.

Customer Service Representative (CSR)

Canadian Imperial Bank of Commerce (CIBC)
10.2012 - 10.2013
  • Provided excellent customer service, managed balancing process
  • Identified business opportunities and quality referrals and connected clients to the right channel
  • Coached new team members
  • Awarded for 'Excellence Service' by the regional director.

Sales Manager

Walmart Superstore
08.2012 - 10.2012
  • Hired new staff, reorganized the department
  • Supported my staff on daily basis.

International Marketing Assistant

Couette Flow Engineering
01.2011 - 01.2012
  • Promoted the company within different international partners
  • Coordinated the company for meetings and schedules.

Education

Personal Financial Planning Designation (PFP) -

Canadian Securities Institute
01.2023

Certificate in Advanced Financial Advice -

Canadian Securities Institute
01.2022

Canadian Securities Course

Canadian Securities Institute

Canadian Fundamentals -

Responsible Investment Association (RIA)
01.2020

Master of Science in International Business -

Business School - University of Salford Manchester, UK

Bachelor of Law -

Law School - University of Isfahan - Iran

Canadian Investment Funds Course -

IFSE Institution
12.2012

Skills

  • Financial Planning
  • Investment Strategies
  • Client Relationship Management
  • Risk Management
  • Regulatory Compliance
  • Analytical Skills
  • Communication Skills
  • Ethical Judgment and Professionalism

References

Will be provided upon request

Languages

English
Native or Bilingual
Persian
Native or Bilingual

Timeline

Wealth Planner

Vancity Credit Union / Aviso Wealth
03.2020 - Current

Senior Account Manager

Vancity Credit Union
08.2018 - 03.2020

Investment Specialist

TD Canada Trust
03.2018 - 08.2018

Manager of Client Experience and Senior Financial Service Representative

Canadian Imperial Bank of Commerce (CIBC)
02.2016 - 03.2018

Financial Service Representative (FSR)

Canadian Imperial Bank of Commerce (CIBC)
10.2013 - 02.2016

Customer Service Representative (CSR)

Canadian Imperial Bank of Commerce (CIBC)
10.2012 - 10.2013

Sales Manager

Walmart Superstore
08.2012 - 10.2012

International Marketing Assistant

Couette Flow Engineering
01.2011 - 01.2012

Personal Financial Planning Designation (PFP) -

Canadian Securities Institute

Certificate in Advanced Financial Advice -

Canadian Securities Institute

Canadian Securities Course

Canadian Securities Institute

Canadian Fundamentals -

Responsible Investment Association (RIA)

Master of Science in International Business -

Business School - University of Salford Manchester, UK

Bachelor of Law -

Law School - University of Isfahan - Iran

Canadian Investment Funds Course -

IFSE Institution

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Armaghan Keshmiri