Aryeh Nissan, CIM®
Montreal,QC
Summary
As a District Vice President at Mackenzie Investments with over a decade of experience, I specialize in investment analysis, asset management, and portfolio construction, focusing on private markets, mutual funds, and ETF solutions.
Recognized for exceptional sales performance, I've ranked top 3 nationally in Net Sales for two consecutive years. By providing market expertise and innovative solutions, I've been able to foster strong relationships in Montreal and across the province of Quebec, driving impactful results for financial advisors by helping their clients achieve their financial goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
District Vice President
Mackenzie Investments
02.2019 - Current
Providing continuous support to a diverse range of investment dealers and brokers by delivering up-to-date insights on markets, funds, ETFs, and private market funds. Through expert advice and value-added services focused on Mackenzie's investment solutions, helping financial advisors optimize their clients' portfolios.
- Ranked top 3 nationally in Net Sales for 2020 and 2021
- Ranked top 3 nationally in converted prospects for 2021
- Nominated in top Sales Momentum for 2023
- Won Rookie Wholesaler of the Year Award in 2020
Business Development Manager
Mackenzie Investments
01.2016 - 02.2019
In partnership with a District VP, supported investment dealers and brokers,delivering the latest market insights and prospecting new clients by offering value-added services and Mackenzie's top investment solutions.
- Ranked #1 Nationally in converted prospects for 2018
- Graduated from the Wholesaler Development Program
- Won the New Supporter Award in 2018
Sales Coordinator
RBC Global Asset Management
02.2015 - 06.2015
Assisted the sales team with administrative tasks, including scheduling meetings, preparing sales reports, and managing correspondence.
Personal Banking Advisor
Scotiabank
05.2014 - 09.2014
Provided personalized financial advice and services to clients, assisting with account management, loans, and other banking needs.
Business Development Intern
Fidelity Investments
09.2013 - 12.2013
Supported sales initiatives by conducting market research, preparing materials, assisting with client communications, and contributing to the development of strategic business development goals.
Education
Bachelor of Commerce, BComm - Finance
Concordia University
Montreal05-2015
Diploma of Collegial Studies, DEC - Pure & Applied Sciences
Marianopolis College
Montreal, QC06-2011
Skills
Mutual Funds, ETFs, Private Markets
Financial Analysis
Portfolio Construction
Sales & Fundraising
Languages
English
French
Russian
Hebrew
Certification
Certified Professional Wholesaler
Chartered Investment Manager(CIM®)
Canadian Securities Course
Timeline
District Vice President
Mackenzie Investments
02.2019 - Current
Business Development Manager
Mackenzie Investments
01.2016 - 02.2019
Sales Coordinator
RBC Global Asset Management
02.2015 - 06.2015
Personal Banking Advisor
Scotiabank
05.2014 - 09.2014
Business Development Intern
Fidelity Investments
09.2013 - 12.2013
Bachelor of Commerce, BComm - Finance
Concordia University
Diploma of Collegial Studies, DEC - Pure & Applied Sciences
Marianopolis College
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