Sara Firouzy
Toronto,Canada
Summary
10 years of experience working in financial Organization as Financial Advisor. Proven strengths in adapting to changing markets and developing personalized budget plans. Friendly personality complements addressing clients needs and achieve financial goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Financial Advisor
RBC Royal Bank
05.2015 - Current
Banking Advisor
RBC Royal Bank
05.2015 - 01.2018
Financial Consultant
Investors Group
09.2014 - 02.2015
Bookkeeper
SASIPO Ltd.
01.2013 - 05.2014
- Bookkeeping
Bookkeeper
Kiarash Kiai Designs & Construction Group
01.2012 - 01.2013
- Bookkeeping
Accountant
Azhand Shahr Consulting Engineers
10.2004 - 09.2010
- Preparing Financial Statements
- Project Accounting
- Bank Reconciliation
- Account Payable
- Account Receivable
Accountant
ABB
06.2003 - 10.2004
- Account Payable/ Receivable
- Bank Reconciliation
- Sales accounting (Orders, Invoices)
- Financial Analyzing Assistant
- Preparing Reports: Project Rolling Forecast Report, Expenses Report, Loan
Accountant
SALAFCHEGAN PIPE PROTECTION CO.
06.1999 - 06.2003
- Bank Reconciliation
- Account Payable
- Inventory Costing and Accounting
Education
No Degree - Financial Planning II
CSI
07-2021
No Degree - Certificate in Advanced Financial Advice
CSI (Canadian Securities Institute)
07-2021
No Degree - Financial Planning 1
CSI
06-2018
Skills
- Debt management: Mortgage, Home Equity, Loan (Experienced in LINX and CASPER)
- IT literacy, and digital knowledge - Verbal and written communication
- Problem-solving and Time management, Multitasking and organization, Analytical thinking
- Client relations
- Conflict resolution
- Sales expertise, Pipeline management
- Retirement planning and Investment planning
- Estate planning
- Tax planning
- Business banking
Languages
English
Full Professional
Persian
Native or Bilingual
Certification
- Certificate in Advanced Financial Advice
Timeline
Financial Advisor
RBC Royal Bank
05.2015 - Current
Banking Advisor
RBC Royal Bank
05.2015 - 01.2018
Financial Consultant
Investors Group
09.2014 - 02.2015
Bookkeeper
SASIPO Ltd.
01.2013 - 05.2014
Bookkeeper
Kiarash Kiai Designs & Construction Group
01.2012 - 01.2013
Accountant
Azhand Shahr Consulting Engineers
10.2004 - 09.2010
Accountant
ABB
06.2003 - 10.2004
Accountant
SALAFCHEGAN PIPE PROTECTION CO.
06.1999 - 06.2003
No Degree - Financial Planning II
CSI
No Degree - Certificate in Advanced Financial Advice
CSI (Canadian Securities Institute)
No Degree - Financial Planning 1
CSI
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