Salman H. Zaidi
Ottawa
Summary
Seasoned banker with 6 years of financial services experience in crafting tailored investment strategies, managing risk, and building strong client relationships.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Advisor
Canadian Imperial Bank of Commerce
02.2025 - Current
- Managing a $150 mm book of business consisting of High Net Worth families/individuals and businesses
- Providing holistic investment/financial planning advice to my clients
- Engaging our in house accountant, estate & trust lawyers, and portfolio managers when needed
Investment Advisor
RBC Dominion Securities
06.2023 - 02.2025
- Raised $5mm in net new assets in first 8 months
- Built customized portfolios for High Net Worth clients looking for holistic advice relative to their goals and risk tolerance
- Conducted seminars and trade shows to develop a sales pipeline and followed up on prospects periodically
Senior Financial Advisor
Bank of Nova Scotia
02.2022 - 03.2023
- Managed a $100 mm book of business
- Advised and implemented strategies on matters relating from financial planning, investment planning and secured/unsecured lending.
- Liaised with other Scotia partners including Scotia McLeod, Private Banking, and MD Financial Management
Investment Associate
TD Wealth Management – Waterhouse
09.2019 - 10.2021
- Managed relationships with High Value Clients (HVC) by identifying their needs and offering appropriate solutions by informing them about TD Waterhouse products and services and their applicability to client/market situations.
- Executed trades in both derivatives and equity markets in accordance with IIROC and TD Waterhouse trading policies
Capabilities Coach - Learning & Development
Toronto Dominion Bank
09.2018 - 08.2019
- Trained 3 new hire classes, consisting of 60 trainees on services provided by TD and the platforms used while transacting with clients including Gateway and Agent Desktop.
- Shadowed trainee meetings, and coached when there were compliance findings and knowledge gaps
Lending Officer
Toronto Dominon Bank
04.2018 - 08.2018
- Trained in both TD and MBNA's retail lines of business
- Consolidated debt from external financial institutions
Education
Bachelor of Arts - Law
Carleton University
08.2018
High School Diploma -
American International School Riyadh
2013
Certification
- Canadian Securities Courses (CSC)
- Conduct and Practices Handbook (CPH)
- Derivatives Fundamentals and Options Licensing Course (DFOL)
- Wealth Management Essentials (WME)
Timeline
Senior Advisor
Canadian Imperial Bank of Commerce
02.2025 - Current
Investment Advisor
RBC Dominion Securities
06.2023 - 02.2025
Senior Financial Advisor
Bank of Nova Scotia
02.2022 - 03.2023
Investment Associate
TD Wealth Management – Waterhouse
09.2019 - 10.2021
Capabilities Coach - Learning & Development
Toronto Dominion Bank
09.2018 - 08.2019
Lending Officer
Toronto Dominon Bank
04.2018 - 08.2018
High School Diploma -
American International School Riyadh
Bachelor of Arts - Law
Carleton University
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