Mahdieh Jalalinejad
Richmond Hill,ON
Summary
A professional and accountable financial advisor with 16+ years of experience in educating clients on investment strategies and creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.Onboarded over 5500 clients over the past two years face to face and over the phone. Succeeded in making over 8.5 million dollars in managed money sales and over 10 million referrals to private wealth in 2024.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
CIBC
Keswick, Ontario
03.2022 - 10.2024
- Developed financial plans and strategies tailored to clients' individual needs.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Identified new business opportunities and grew assets under management through networking events or referrals from existing clients.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
Senior Financial Advisor
Scotiabank
01.2020 - 01.2022
- Developed financial plans for clients based on their individual needs and long-term goals.
- Provided extensive training and coaching to build strong, talented and client service-oriented financial team.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
Financial Advisor
Scotiabank
11.2018 - 01.2020
- Took proactive approach to discovering customer needs, listened to understand what they are asking for and obtained client's trust and satisfaction by acting with integrity and putting their needs first,
- Met and exceeded defined targets every single quarter in fast-paced environment that align to a customer's stated goals,
- Communicated with over 500 clients to ensure they were satisfied with their existing products
- Recommended changes as needed to maintain a healthy banking
Customer Service Representative
Scotiabank
03.2018 - 11.2018
- Recognized as employee of the week in terms of customer satisfaction 2 times
- Top CR in whole North York district in terms of referrals and sales, Met and went above the defined referral and service excellence goal in 2018 fiscal year, Balancing teller, responsible for opening the vaults, counting, recording and distributing enough cash to cash drawers every morning and collecting, balancing and closing the cash by end of the day, Processing cash orders, handled day to day banking transactions
Universal banker
Scotiabank
10.2017 - 03.2018
- Assisted clients at ABM to process transactions including withdrawal, deposit and bill payment and Trained them on mobile and online banking,
- Partnered with the clients as they transact, troubleshoot and explore issues and solutions,
- Processed different credit cards and line of credit applications and wire transaction
Education
Master of Arts - Business Administration
Azad University of Central Tehran
Iran,Tehran10-2009
Bachelor of Science - Business Management
University of Tehran
Iran08-2005
Skills
- Multitasking
- Sales Expertise
- Financial Planning
- Problem solving
- Relationship Building
- Team member
- Active Listening
- Retirement Needs
- Client Service and Support
- Investment Strategies
Languages
English
Full Professional
Persian
Native/ Bilingual
Certification
Personal Financial Planner (PFP) in process
Wealth Management Essential(CSI)1,2 2024
Financial Planning 1,2 (CSI) 2019-2021
Conduct & Practice Handbook (CSI)2022
Canadian Securities Course (CSI) 2022
Timeline
Financial Advisor
CIBC
03.2022 - 10.2024
Senior Financial Advisor
Scotiabank
01.2020 - 01.2022
Financial Advisor
Scotiabank
11.2018 - 01.2020
Customer Service Representative
Scotiabank
03.2018 - 11.2018
Universal banker
Scotiabank
10.2017 - 03.2018
Master of Arts - Business Administration
Azad University of Central Tehran
Bachelor of Science - Business Management
University of Tehran
Personal Financial Planner (PFP) in process
Wealth Management Essential(CSI)1,2 2024
Financial Planning 1,2 (CSI) 2019-2021
Conduct & Practice Handbook (CSI)2022
Canadian Securities Course (CSI) 2022
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