Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Reza Delivand

Burnaby,BC

Summary

MBA, IFIC, PFP Candidate

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

5
5
years of professional experience

Work History

Financial Service Advisor

BlueShore Financial
06.2023 - Current
  • Managed assigned clients with high net-worth and provided advise regarding retirement, estate, investment growth and lending
  • Assessed financial data and determined suitable action for investments
  • worked with clients to develop financial planning strategies
  • analyzed loan and mortgage applications to determine loan eligibility and risk level
  • worked with clients in regards to their mortgage and home financing needs (analyzing, approval and funding stage)

Personal Banker

BMO Bank Of Montreal
11.2021 - 06.2023
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Met with small business owners and provide solution regarding payment processing, lending needs and everyday banking
  • Helped clients with setting up, closing accounts, loan and mortgage applications and signing up for new services
  • Interviewed clients to determine income, expenses, insurance coverages, tax efficiency and risk tolerance to help determine investment strategies
  • cross sold products to better meet clients need and improved clients' relationship with company
  • Provided advice and guidance regarding investment portfolios and how to achieve maximum return based on client's objectives and goals
  • Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.

Personal Banking Associate

BMO Bank Of Montreal
01.2021 - 11.2021
  • Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
  • Increased client retention through exceptional relationship-building and proactive problem-solving skills.
  • Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
  • Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
  • Promoted online banking at all times and educated clients regarding online banking options
  • Helped clients with account opening and investment needs


Customer Service Representative

BMO Bank Of Montreal
10.2018 - 01.2021
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.

Education

MBA - Finance

University Canada West
Vancouver, BC
09.2019

BBA - Management

University of Guilan
Iran
02.2016

Skills

  • Financial Analysis
  • Debt Management
  • Mortgages
  • Financial Planning (retirement, education and tax)

Languages

English
Full Professional
Farsi
Native or Bilingual

Timeline

Financial Service Advisor

BlueShore Financial
06.2023 - Current

Personal Banker

BMO Bank Of Montreal
11.2021 - 06.2023

Personal Banking Associate

BMO Bank Of Montreal
01.2021 - 11.2021

Customer Service Representative

BMO Bank Of Montreal
10.2018 - 01.2021

MBA - Finance

University Canada West

BBA - Management

University of Guilan

Similar Profiles

CREATE PROFILE
Reza Delivand