Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Timeline
Generic

Pooya Faez

Toronto,ON

Summary

Versatile business leader with 15+ years of experience driving sales growth, building strategic partnerships, and leading client engagement initiatives across financial services, manufacturing, and international markets. Proven track record of delivering multimillion-dollar revenue growth, expanding market presence, and improving operational efficiency. Recognized for strong relationship management, consultative selling, and cross-functional leadership skills.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Professor of Finance and Economics

Seneca College
01.2024 - Current
  • Participated in academic conferences as a presenter or panelist, sharing insights on current trends in finance education and research.
  • Established partnerships with industry professionals, providing students with networking opportunities and potential internships or job placements.
  • Contributed to curriculum development by identifying areas of improvement and proposing new course offerings aligned with evolving industry demands.
  • Promoted active learning strategies by designing interactive group assignments that facilitated peer collaboration and problem-solving skills development among students.
  • Collaborated with fellow faculty members to develop interdisciplinary courses, broadening students'' exposure to financial topics within other fields.

Financial Planner

TD Wealth
01.2021 - Current
  • Managed portfolio of over 200 high-net-worth households with assets exceeding $100 million within four years.
  • Established strategic partnerships with centers of influence, generating consistent referral pipeline.
  • Designed comprehensive financial plans addressing wealth management, risk management, retirement, and estate planning.
  • Exceeded growth targets consistently through relationship-driven client acquisition and retention.

Regional Sales Manager

MASS Corporation
01.2016 - 01.2020
  • Negotiated exclusive regional rights with three European manufacturers, securing $10M+ annual sales.
  • Managed multi-stakeholder projects including a $4M vertical integration initiative for a major palm oil producer.
  • Led business development initiatives that achieved 25% YoY sales growth and 40% YoY increase in team utilization.
  • Implemented Salesforce CRM to streamline sales tracking and performance measurement.

Senior Commercial Banker

Royal Bank of Canada
01.2014 - 01.2016
  • Generated $5M+ in new business credit pipeline within two weeks of onboarding.
  • Consistently exceeded quarterly sales targets; ranked top producer in district (Q1 2015).
  • Provided leadership and mentorship to team members, contributing to top regional performance in credit volume growth.

Small Business Advisor

TD Bank
01.2011 - 01.2012
  • Led initiatives that reduced loan processing time by 50%, increasing customer satisfaction by 25%.
  • Built COI partnerships yielding $10M+ in new lending and investment volume.
  • Facilitated referrals to commercial banking partners, generating $10M+ in new business.

Education

Master of Business Administration (MBA) - undefined

Schulich School of Business, York University
01.2014

Bachelor of Commerce - Finance and Economics

University of Toronto
01.2010

Skills

  • Strategic Sales & Business Development
  • Client Relationship Management
  • Project & Program Management
  • Market Expansion & Penetration
  • Contract Negotiation
  • Operational Process Improvement

Certification

Certified Financial Planner (CFP)

Pofessional Financial Planner (PFP)

Hobbies and Interests

Family time, Football, Tennis, Golf, Skiing, Travel

Timeline

Professor of Finance and Economics

Seneca College
01.2024 - Current

Financial Planner

TD Wealth
01.2021 - Current

Regional Sales Manager

MASS Corporation
01.2016 - 01.2020

Senior Commercial Banker

Royal Bank of Canada
01.2014 - 01.2016

Small Business Advisor

TD Bank
01.2011 - 01.2012

Master of Business Administration (MBA) - undefined

Schulich School of Business, York University

Bachelor of Commerce - Finance and Economics

University of Toronto

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Pooya Faez