Mehrdad Jameei
Senior Financial Advisor
Pitt Meadows,BC
Summary
Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service.
Overview
13
13
years of professional experience
1
1
Certification
2
2
Languages
Work History
Senior Financial Advisor
Scotiabank
02.2018 - 05.2025
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Facilitated new client onboarding process and investment account setup.
Business Intelligence Analyst
The Brick
01.2012 - 01.2019
- Reduced manual data entry errors by automating routine tasks using SQL scripts and ETL tools.
- Championed a data-driven culture within the organization by promoting the use of analytics tools and methodologies across departments.
- Standardized best practices in report generation across departments to ensure consistency in presentation formats as well as analysis methodologies employed.
- Drafted strategic business intelligence roadmap, complete with data governance policies and tactical information safeguards.
Education
Bachelor of Arts - Business
British Columbia Institute of Technology
Burnaby 05.2001 -
Skills
Microsoft Excel
Insurance decisions
Insurance planning
Verbal and written communication
Mutual funds
Sales and marketing
Anti-money laundering
Investment strategies
Retirement planning
Know your customer
Client engagement
Retirement needs
Investment advice
Skilled in Power BI
Training and coaching
Accomplishments
- Collaborated with team of 15 team members in the development of advice strategy program to support our clients.
- Achieved top 8 sales advisors nation wide by completing day-to-day business activities to meet obligations with respect to operational risks with accuracy and efficiency.
Certification
Investment Funds in Canada
Timeline
Investment Funds in Canada
12-2019
Senior Financial Advisor
Scotiabank
02.2018 - 05.2025
Business Intelligence Analyst
The Brick
01.2012 - 01.2019
Bachelor of Arts - Business
British Columbia Institute of Technology
05.2001 -