Emma Toosi
North Vancouver,BC
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Adviser
Mr Ahadi
05.2023 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
Accounting Clerk
Mr Gavin Chung
12.2022 - 04.2023
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Input high volume of monthly invoices with consistent accuracy.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Managed accounts payable and receivables and payroll.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
Administrative Clerk
Mr Ramin Homayounfar
09.2019 - 12.2022
- Entered data into system and updated customer contacts with information to keep records current.
- Created and updated records and files to maintain document compliance.
- Created welcoming environment for customer by greeting and assisting, as well as quickly responding to customer inquiries and needs.
- Input data and processed system change to generate accurate reports.
- Balanced multiple roles to accomplish diverse tasks and make larger impact to organization.
- Utilized productivity tools to complete tasks and improve performance.
- Conducted research to assist with routine tasks and special projects.
- Leveraged individual strengths of staff members to increase productivity and accomplish daily tasks.
Pharmacy Student
Shoppers Drug Mart
01.2019 - 05.2019
- Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
- Prepared packaging and labels for prescriptions, verifying accuracy of dosage, side effects, interactions, and refill instructions.
- Educated patients on possible drug interactions, potential side effects, and optimal methods of administration.
- Counseled patients on new medications and OTC products.
Sales Manager
Miss Shabazian
12.1999 - 10.2014
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
Education
Advanced Diploma - Advanced Professional Accounting
BCIT
Burnaby, BC05.2024
License Certificate - Pharmacy
University of British Columbia
Vancouver, BC05.2019
Ph.D. - Pharmaceutical Medicine
Azad University
Tehran,Iran06.1998
Skills
- Customer Referrals
- Mutual Funds and Liabilities
- Capital Market Trends
- Client Rapport-Building
- Sales Expertise
- Business Development
- Financial Knowledge
- Managing Wealth
- Tax Law Expertise
- Funding Education
- Stock Market Understanding
- Lead Generation
- Mutual Fund Sales
- Skill-Building Strategies
- Portfolio Construction
- Investment Advising
- Retirement Needs
- Industry Research
- Making Insurance Decisions
- High Net Worth Individuals Marketing
- Equity and Debt
- Increasing Savings
- Cash Handling
- Client Needs Assessment
- Trend Analysis Expertise
- Savings Accounts
- Customer Transactions
- Risk Assessment
- Process Improvement
- Investment Analysis
- Modeling Software
- Financial Services
- Economic Trends
- FINRA Rules
- Customer Expectations Management
Certification
- IFSE Diploma, WFG - 2023
Pilates, Music,Philosophy,Funny Shows
I value balance in my life and try to make sure that I give equal attention to all aspects of it.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Often you have to rely on intuition.
Bill Gates
Timeline
Financial Adviser
Mr Ahadi
05.2023 - Current
Accounting Clerk
Mr Gavin Chung
12.2022 - 04.2023
Administrative Clerk
Mr Ramin Homayounfar
09.2019 - 12.2022
Pharmacy Student
Shoppers Drug Mart
01.2019 - 05.2019
Sales Manager
Miss Shabazian
12.1999 - 10.2014
Advanced Diploma - Advanced Professional Accounting
BCIT
License Certificate - Pharmacy
University of British Columbia
Ph.D. - Pharmaceutical Medicine
Azad University
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