Fereidoun Sayadnasab
Richmondhill,Ontario
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. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
5
5
years of professional experience
Work History
Financial Consultant
Royal Wealth Financial
10.2023 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- I educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on individual needs.
- Facilitated the presentation and recommendation of services by optimizing client relationships.
- Assisted clients with estate planning to organize the distribution of assets based on client wishes.
Shift Manager
McDonald's
09.2022 - Current
- Trained and mentored new employees to maximize team performance.
- Kept employees operating productively and working on task to meet business and customer needs.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Worked closely with team members to schedule breaks and shifts to meet state regulations.
- Excelled in every store position and regularly backed up front-line staff.
- Coached crew members to optimize performance and motivate toward more efficient work.
Grocery Clerk
Food Basics
03.2020 - 08.2022
- Stocked shelves and organized merchandise displays for easy retrieval.
- Pleasantly greeted customers and provided prompt and courteous service.
- Communicated with customers and staff politely and professionally to uphold store standards.
- Rotated grocery products ensuring that expired or spoiled items were immediately removed and adhered to "first in, first out" rule.
- Cleaned and maintained store aisles and merchandise displays to provide customers with positive experience.
Event Hospitality Staff
Shiraz( Starnation Event Center)
03.2019 - 02.2020
- Served food and beverages promptly with focused attention to customer needs.
- I worked with the POS system to place orders, manage bills, and handle complimentary items.
- Cultivated warm relationships with regular customers.
- Maintain clean and organized dining areas to uphold restaurant hygiene standards.
- Busse and reset tables to keep the dining room and work areas clean.
- Resolved customer complaints promptly and professionally to maintain a positive reputation.
Education
Not Graduated Yet - Buisness-insurance
Seneca College of Applied Arts And Technology
North York, ON05.2025
High School Diploma -
Bayview Secondary School
Richmond Hill, ON07.2021
Skills
- Mutual Funds
- Investment Advice
- Trend Analysis
- Market Research
- Financial Modeling
- Asset Allocation
- Debt Management
- Wealth Management
- Financial Software Proficiency
- Retirement Planning
- Client Relationship Management
- Estate Planning
Languages
English
Full Professional
Persian
Full Professional
Timeline
Financial Consultant
Royal Wealth Financial
10.2023 - Current
Shift Manager
McDonald's
09.2022 - Current
Grocery Clerk
Food Basics
03.2020 - 08.2022
Event Hospitality Staff
Shiraz( Starnation Event Center)
03.2019 - 02.2020
Not Graduated Yet - Buisness-insurance
Seneca College of Applied Arts And Technology
High School Diploma -
Bayview Secondary School
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