Nazanin Honarvar Sedighian
Toronto
Summary
Developed skills in financial planning and analysis within client-focused environment, now seeking to transition into new field. Expertise includes strategic decision-making and effective communication, useful across various industries. Proven ability to deliver value and build strong relationships, adaptable to diverse professional settings.
Personable and dedicated with strong aptitude for financial analysis and client relations. Well-versed in market trends and investment strategies, combined with proficiency in data analysis and financial planning software. Committed to delivering tailored financial solutions that enhance clients' financial well-being.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Scotiabank
07.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
CEA (bank teller)
Scotiabank
11.2022 - 07.2024
- Identify customer needs, provide information on new products and services, and direct customers to branch representatives as needed
- Handle transactions for customers, including check cashing, deposits, withdrawals, transfers, loan and mortgage payments, cashier's checks, and opening and closing of accounts
- Putting accurate and detailed notes on customer's profile
- Balancing officer in charge of closing.
Education
Canadian Investment Funds certificate -
IFSE Institute
08.2023
Master's degree in Geography and Urban Planning -
WES
08.2016
Bachelor's degree in Urban Engineering -
WES
08.2013
Skills
- Sales forecasting and pipeline management
- product knowledge and presentation
- Customer relationship management
- Negotiation and closing skills
- Team player, organized and have excellent time management skills
- Expert in analyzing the information eventuated from client’s situation in order to provide the best solution
Accomplishments
- One of the Top 10 employees of Scotiabank in Ontario in 2023
- Top 25% in Scarborough district for QTD sale
- Spark ambassador of Cherryhill branch
- A CHANGE CHAMPION of the district for the national initiative of Sales Effectiveness upon the invitation from Victor Zamin, London & Area Vice-President
- Completed Milestone 3 and 4
Languages
Persian
Native or Bilingual
French
Limited Working
Timeline
Financial Advisor
Scotiabank
07.2024 - Current
CEA (bank teller)
Scotiabank
11.2022 - 07.2024
Master's degree in Geography and Urban Planning -
WES
Bachelor's degree in Urban Engineering -
WES
Canadian Investment Funds certificate -
IFSE Institute
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