Summary
Overview
Work History
Education
Skills
Websites
Education And Training
Languages
Timeline
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Tina Jalalinejad

Richmond Hill

Summary

Conscientious Financial Advisor with years of experience in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients. proven ability to develop and grow profitability within large and complex client relationship and advise and consult clients to maximize their profit and investment opportunities by understanding their exact financial demands and recommending the best solutions with the aim of maintaining a long relationship.

Overview

7
7
years of professional experience

Work History

Senior Financial Advisor

CIBC
03.2022 - Current
  • Managing and growing a dedicated client portfolio through key relationship management, Creating comprehensive financial plans and providing exceptional customer service.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Senior Financial Advisor

Scotiabank
01.2020 - 01.2022
  • Creating tailored plans that address the problems, risk tolerance and goals of clients, Providing high quality investment guidance to client based on their priorities, Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

Financial Advisor

Scotiabank
01.2018 - 01.2020
  • Took a proactive approach to discovering customer needs, listening to understand what they are asking for and obtaining client's trust and satisfaction by acting with integrity and putting their needs first, Met and exceeded defined targets every single quarter in a fast-paced environment that align to a customer's stated goals, Communicated with over 500 clients to ensure they were satisfied with their existing products
  • Recommended changes as needed to maintain a healthy banking

Customer Service Representative

Scotiabank
01.2018
  • Recognized as employee of the week in terms of customer satisfaction 2 times
  • Top CR in whole North York district in terms of referrals and sales, Met and went above the defined referral and service excellence goal in 2018 fiscal year, Balancing teller, responsible for opening the vaults, counting, recording and distributing enough cash to cash drawers every morning and collecting, balancing and closing the cash by end of the day, Processing cash orders, handled day to day banking transactions

Universal banker

Scotiabank
01.2017 - 01.2018
  • Assisted clients at ABM to process transactions including withdrawal, deposit and bill payment and Trained them on mobile and online banking, Partnered with the clients as they transact, troubleshoot and explore issues and solutions, Processed different credit cards and line of credit applications and wire transaction

Education

Master of Science - Business Administration

University of Tehran
Tehran
09.2008

Skills

  • Relationship building
  • Multitasking
  • Sales Expertise
  • Problem-Solving Abilities
  • Client Relations
  • Problem solving
  • Analytical & numerical skill
  • Team member
  • Active Listening
  • Account Management

Websites

Education And Training

  • Personal Financial Planner (PFP) in process
  • Financial Planning 1,2 (CSI) 2019-2021
  • Conduct & Practice Handbook 2022
  • Canadian Securities Course (CSI) 2022
  • Master of Business Administration (Tehran Central Azad University) 2009
  • Bachelor's in business management (University of Tehran) 2005

Languages

English
Full Professional
Persian
Native or Bilingual

Timeline

Senior Financial Advisor

CIBC
03.2022 - Current

Senior Financial Advisor

Scotiabank
01.2020 - 01.2022

Financial Advisor

Scotiabank
01.2018 - 01.2020

Customer Service Representative

Scotiabank
01.2018

Universal banker

Scotiabank
01.2017 - 01.2018

Master of Science - Business Administration

University of Tehran

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Tina Jalalinejad