Summary
Overview
Work History
Education
Skills
Timeline
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Leila Pirzadeh

North Vancouver,Canada

Summary

Results-driven Financial Advisor with over 23 years of experience providing expert financial advice, planning, retirement, and investment strategies. Proven ability to help clients achieve their financial goals through personalized advice, comprehensive portfolio management, and a deep understanding of economic trends. Strong communication, leadership, and compliance focus with a commitment to delivering exceptional client service and building lasting relationships.

Overview

24
24
years of professional experience

Work History

Financial Advisor I

BlueShore Financial
05.2022 - Current
  • Manage a diverse portfolio of 180+ clients, delivering tailored financial advice for investment, retirement, and wealth management
  • Assist high-net-worth clients with sound financial advice, estate planning strategies, preserving wealth across generations
  • Conduct detailed financial interviews to assess client goals, risk tolerance, and financial opportunities
  • Offer a broad range of financial products, including investments, loans, insurance, Credit Card and deposits
  • Collaborate with specialists in investment and wealth protection to provide comprehensive solutions
  • Utilize CEM software to optimize service delivery, monitor client satisfaction, and support business growth
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Top FA 1 result within peers in 2023

Financial Services Associate III

BlueShore Financial
01.2011 - 05.2022
  • Developed and maintained strong relationships with mid-to-high-net-worth clients, providing personalized financial solutions and advice.
  • Ensured compliance with regulatory standards while delivering high-quality customer service and financial advice
  • Contributed to business development through referrals and networking, increasing the client base
  • Assisted with account opening and onboarding processes, ensuring a smooth client transition into BlueShore Financial’s systems

Advisory Associate

BlueShore Financial
08.2001 - 08.2010
  • Supported Financial Advisors by managing key client relationships, handling portfolio documentation and inquiries.
  • Conducted annual KYC (Know-Your-Client) reviews and maintained accurate client records within CEM systems.
  • Provided administrative support, including loan and mortgage processing, credit reviews, and estate management.

Education

Financial Planning I, II and Investment Funds in Canada - Financial Planning

CSI

Certificate - Financial Management, Coursework in Personal Financial Planning, Investment Strategies, and Financial Accounting

BCIT
Burnaby, BC

Azad University in Iran

Skills

  • Financial Planning on Conquest Software
  • Investment planning on Knowledge Xchange
  • Financial Planning on NaviPlan
  • Lending and Prolender
  • Strong Client Relationship Management (CEM)
  • Portfolio Management & Investment Strategies
  • Retirement & Estate Planning
  • Regulatory Compliance & Risk Management
  • Strong Sales & Business Development
  • Team Leadership & Mentoring
  • Advanced Microsoft Office Suite & Compass

Timeline

Financial Advisor I

BlueShore Financial
05.2022 - Current

Financial Services Associate III

BlueShore Financial
01.2011 - 05.2022

Advisory Associate

BlueShore Financial
08.2001 - 08.2010

Certificate - Financial Management, Coursework in Personal Financial Planning, Investment Strategies, and Financial Accounting

BCIT

Financial Planning I, II and Investment Funds in Canada - Financial Planning

CSI

Azad University in Iran

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Leila Pirzadeh