SOHEILA ALLAHVERDIAN
North Vancouver,British Columbia
Summary
Seasoned Financial Advisor with a proven track record at World Financial Group, adept in financial planning and wealth management. Excelled in client relationship management, significantly enhancing client satisfaction. Proficiency in Farsi and English, leveraging strong communication skills to surpass sales objectives. Expert in insurance solutions and keen on market trends.
Overview
5
5
years of professional experience
Work History
Financial Adviser
GREATWAY
Vancouver, British Columbia
02.2024 - Current
Financial Advisor
world financial group
Vancouver, British Columbia
09.2019 - 01.2024
Financial Adviser
World Financial Group | 2019 – February 2023; Rejoined in 2024
- Assisted clients with comprehensive financial planning, including investments, insurance policies, and retirement strategies.
- Conducted detailed financial needs analyses to develop customized recommendations for clients.
- Collaborated with a dynamic team to achieve and surpass sales and client satisfaction objectives.
Education
Master - Midwifery
Tehran University
IranLICENCE - LLQP
INSURANCE COUNCIL OF BRITHISH COLUMBIA
Vancouver, BCSkills
- Financial Planning and Wealth Management
- Insurance Solutions and Risk Assessment
- Client Relationship Management
- Proficiency in Farsi and English
- Strong Communication and Interpersonal Skills
- Knowledge of Market Trends and Compliance Regulations
Timeline
Financial Adviser
GREATWAY
02.2024 - Current
Financial Advisor
world financial group
09.2019 - 01.2024
Master - Midwifery
Tehran University
LICENCE - LLQP
INSURANCE COUNCIL OF BRITHISH COLUMBIA
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