Talar Chichmanian
Montreal,QC
Summary
Financial professional with deep expertise in advising clients on achieving financial security and growth. Skilled in risk assessment, investment strategies, and financial planning. Strong focus on team collaboration and delivering impactful results. Adaptable to changing needs and highly reliable in meeting objectives.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Financial Security Advisor
Sun Life Financial Distributors (Canada) Inc.
2014 - Current
- Analyzed client financial needs to provide tailored insurance solutions.
- Developed comprehensive financial plans to enhance client investment strategies.
- Conducted regular portfolio reviews to ensure alignment with client goals.
- Facilitated workshops and seminars to promote financial literacy among clients.
- Identified new business opportunities through proactive networking efforts within the local community.
- Built a strong referral network by cultivating relationships with satisfied clients and industry peers.
- Participated in continuous professional development programs, ensuring up-to-date knowledge of industry best practices.
- Successfully resolved complex client concerns, fostering trust in advisor expertise and commitment to exceptional service delivery.
- Conducted thorough market research to stay updated on industry trends and provide accurate recommendations.
- Increased client retention through effective communication and relationship-building strategies.
- Delivered strategic investment advice for individual and corporate clients.
- Built strong relationships with clients through effective communication and trust-building practices.
- Advised clients on investments, retirement and estate planning.
- Managed a diverse portfolio of clients, adapting services to address unique requirements and preferences.
- Collaborated with other professionals such as accountants and attorneys to provide holistic financial advice.
- Facilitated seminars and workshops aimed at increasing financial literacy among community members.
- Worked closely with team members to develop innovative strategies for improving overall client experience.
Client Servicing Specialist, Consultant, Financial Security Advisor, Mutual Funds Representative
Investors Group
01.2001 - 2014
- Successfully managed all client relationships by establishing trust, respect and camaraderie by pro-actively addressing clients’ needs and by ensuring growth in current business.
- Consistently recruited new clients by organizing sales and marketing activities, establishing one-on-one meetings through cold calling, presenting customized proposals and approaching new prospects in person
- Updated client portfolios, offered life insurance policies, mortgages, banking services and provided detailed estate needs analysis as well as investment, tax and retirement planning
- Offered customized financial planning advice to help manage and achieve clients’ financial goals
- Provided all aspects of client servicing through hand-holding, problem-solving and solution generating
Sales and Sponsorship Director
Gestev Inc.
01.1998 - 01.2001
- Marketed sponsorship packages to both national and international private sector companies
- Handled post-sale sponsor servicing for international sports and cultural events
- Created branding opportunities for sponsors of international events
- Organized turnkey VIP/hospitality activities for key corporate clients and partners
- Assisted in TV distribution, production and commercial inventory sales
- Implemented sponsors' visibility plans during events and created brand development opportunities
- Completed post-event wrap-up with sponsors
- Managed, within a team, logistics/general organization/event management of over twenty Mountain Bike and Snowboard World Cup races, World Championships as well as cultural events.
Operations Support and Account Management Liaison
ISL Marketing France
01.1997
- Directly reported to Vice-President
- Organized turnkey VIP/hospitality activities for key corporate clients
- Implemented sponsorship visibility packages both on and off-site
- Coordinated on-site logistics and assisted in the general organization of UCI World Mountain Bike and Road Cycling Championships in Switzerland and Spain
- Acted as key liaison between sponsors of the events and the organizing committee and crews
Education
B.Sc. - Exercise Science
Concordia University
MontrealHealth Sciences - DEC
Vanier College
MontrealDES -
College Sainte Marcelline
MontrealSkills
- Languages: Fluent in French, English, Spanish, and Armenian Basics in German and Italian
- Experienced with Windows operating system and productivity software
- Personal: Strong leader with proven ability to establish priorities and successfully complete multiple tasks within tight and inflexible deadlines Resourceful, energetic, goal-oriented, self-starter, whose creativity, flexibility, and reliability meet if not exceed set goals Excellent communicator with a fun sense of humor, team spirit and overall well-honed organizational skills
- Experience: Varied sales experience and education in different fields allow me to be completely at ease in all business milieus Committed to excellence in customer service, generating value-added solutions that exceed one’s expectations by being results-oriented, hands-on and attentive to detail Excellent knowledge of the recreo-touristic and international sports organization and sponsorship milieus
Languages
English
Native or Bilingual
French
Native or Bilingual
Armenian
Native or Bilingual
Spanish
Full Professional
German
Professional Working
Certification
- Provincial Commissar – Class A (MTB) with the (F.Q.S.C.)
- Completed ‘La Commandite Active’, Sponsorship seminar
- Investment Funds Institute of Canada, IFIC license (Mutual Funds in Canada)
- Bureau des Services Financiers, BSF license (Class 1A and 7)
- Goethe Institute, German courses
Timeline
Client Servicing Specialist, Consultant, Financial Security Advisor, Mutual Funds Representative
Investors Group
01.2001 - 2014
Sales and Sponsorship Director
Gestev Inc.
01.1998 - 01.2001
Operations Support and Account Management Liaison
ISL Marketing France
01.1997
Health Sciences - DEC
Vanier College
Financial Security Advisor
Sun Life Financial Distributors (Canada) Inc.
2014 - Current
B.Sc. - Exercise Science
Concordia University
DES -
College Sainte Marcelline
Interests
- Sports: Mountain biking, swimming, windsurfing, skiing, and surfing., Travel: Traveling, living and working in Europe and South and Central America.
- Languages, music, playing piano, photography, classic and contemporary reading with special interest in biographies and current affairs.
Awards
Chairperson – 2005 Canadian Youth Mission to Armenia, Chairperson – St Gregory the Illuminator Armenian Cathedral KOMITAS Choir, 2005 Woman of the Year – Montreal Armenian Community