Hi, I’m
Marva Mohsseni
Financial Advisor
Coquitlam,BC
Summary
Certified professional with more than 15 years job experience in Financial Services, Investment, Credit Analysis, and Customer Service with over 6 years of experience at leading organizations such as Royal Bank of Canada and CBV collection services. Earned MBA in executive management, Certification in Investment Funds in Canada from Canadian Securities Institute and in the process of obtaining PFSA and FP. Looking for opportunities to leverage her skills in credit analysis, lending, Investment, communication, and analytical ability in both English and Farsi Language to achieve organizational goal. Highlight of Qualifications Exceptional negotiation, collaborative, organizational and interpersonal skills.
Overview
18
years of professional experience
Work History
Royal Bank of Canada
Banking Advisor
08.2020 - Current
Job overview
- Respond client-initiated contact, assisting with full range of financial transactions such as account opening, credit applications (credit cards, line of credit, loans, and mortgages), Investments (GICs, Mutual Funds, Registered and non-registered accounts, etc.), estate planning and Power of Attorneys
- Recommend changes in portfolio allocations based on client goals, risk tolerance, and time horizon
- Work with customers to procure updated financial information on continuous basis.
- Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivate and maintain relationships with RBC partners to make most of business opportunities and referrals
- Initiate Leads to prospective clients and follow-up routine to maintain higher satisfaction of existing clients.
- Deliver strategic investment advice for individual and corporate clients.
Royal Bank of Canada
Client Advisor
01.2020 - 08.2020
Job overview
- Serve clients by completing transactions, engaging in needs-based conversations, and communicating with clients throughout branch
- Identify needs and provide tailored financial advice and solutions to clients
- Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to capability of RBC partners, or personally fulfill client solutions
- Inform and suggest new banking products to customers.
- Educate & assist clients with using RBC digital capabilities.
CBV Collection Services ltd
Collections Officer
12.2016 - 01.2020
Job overview
- Effectively manage high-volume of inbound and outbound calls with focus of secure payments on past due customer accounts
- Negotiate payments while continuing to build a positive relationship with customers, explained legal requirements and obligations
- Negotiate payoff deadlines or payment plans
- Address and resolved debtors’ complaints empathetically and professionally
- Update account status and database regularly.
Pishva Associate Real State Services
Administrative Assistant
07.2016 - 12.2016
Job overview
- Prepare appraisal reports: typing from handwritten and dictated materials, formatting and production of typed documents
- Set up appraisal files, prepare folders, set up folders on server
- Assist in research related to individual appraisal assignments.
Farassan Man. & Ind. Co
Business Planning Analyst
12.2005 - 03.2016
Job overview
- Identify financial status by comparing and analyzing actual results with plans and forecasts
- Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management
- Communicate company strategy, mission, vision and values in all different organizational level as facilitator
- Meet more than 90% of personal performance target according to performance management tool
- Collect and analyze internal and external information through business analysis tools and techniques
- Organize more than 200 meetings with process owners and managers to adapt performance with environmental and economic changes and defining sales projects and initiatives accordingly.
Education
Industrial Management InstituteIran
MBA from Business Administration
2011
Azad UniversityIran
from English Translation
2003
Canadian Securities Institute Toronto, ON
Investment Funds in Canada, Canada Securities Institute
2021
CBV Collection Services
Collections Officer license
2016
Skills
- Investment Analysis
- Mutual Fund Sales
- Growth Portfolios
- Financial Knowledge
- Conflict Resolution Techniques
- Loans
- Financial and Estate Planning
- Excellent Attention to Detail
- Strategic Financial Planning
- Strategic Acquisitions Support
Timeline
Banking Advisor
Royal Bank of Canada
08.2020 - Current
Client Advisor
Royal Bank of Canada
01.2020 - 08.2020
Collections Officer
CBV Collection Services ltd
12.2016 - 01.2020
Administrative Assistant
Pishva Associate Real State Services
07.2016 - 12.2016
Business Planning Analyst
Farassan Man. & Ind. Co
12.2005 - 03.2016
Industrial Management Institute
MBA from Business Administration
Azad University
from English Translation
Canadian Securities Institute
Investment Funds in Canada, Canada Securities Institute
CBV Collection Services
Collections Officer license
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