Kourosh Pirayeshnia
Toronto,ON
Summary
Recent Financial Planning graduate with 2+ years of client-focused sales and consulting experience. Skilled in needs-based advising, goal achievement, and CRM management. Completed an accounting co-op and now seeking a full-time opportunity in banking, insurance, or investment services. Eager to grow within financial services and pursue industry licensing (CSC, LLQP, MFDA)
Overview
2
2
years of professional experience
Work History
Membership Sales Manager
ACE performance gym
Toronto, ON
08.2024 - 02.2025
- Led 50+ monthly client consultations, recommending tailored membership plans based on individual goals
- Exceeded monthly sales targets through needs-based selling and structured follow-ups
- Built long-term client relationships and resolved objections with professionalism
- Managed CRM pipeline to track leads and improve client conversion
Accounting Clerk (Co-op)
Nasseh CPA
Toronto, ON
05.2024 - 08.2024
- Assisted clients with document submission and responded to basic tax and account inquiries
- Prepared and organized financial records for bookkeeping, payroll, and year-end filings
- Performed account reconciliations and data entry with accuracy using QuickBooks
- Ensured compliance with CRA standards and maintained confidentiality of client information
Sales Consultant
LA Fitness
Toronto, ON
11.2022 - 07.2023
- Delivered personalized consultations to assess client needs and recommend suitable service packages
- Consistently exceeded monthly sales targets through relationship-building and needs-based selling
- Maintained accurate client records and managed follow-ups to support long-term engagement
Education
Honours Bachelor of Financial Planning -
Seneca College
Skills
- Client Needs Analysis & Solution-Based Selling
- Relationship Management & Customer Retention
- Financial Document Handling & Regulatory Compliance
- CRM Systems & Pipeline Tracking (Amplify, internal tools)
- Microsoft Office (Excel, Outlook, PowerPoint) & QuickBooks
- Fluent in English & Farsi
- Strong Communication, Problem-Solving & Objection Handlin
Accomplishments
- Successfully completed a group project analyzing and presenting on a publicly traded company.
- Participated in a personal financial planning simulation, where I developed and presented a comprehensive financial plan for a fictional client.
Timeline
Membership Sales Manager
ACE performance gym
08.2024 - 02.2025
Accounting Clerk (Co-op)
Nasseh CPA
05.2024 - 08.2024
Sales Consultant
LA Fitness
11.2022 - 07.2023
Honours Bachelor of Financial Planning -
Seneca College
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