Zahra Zaidi
Angus,ON
Summary
High-performing financial advisor with 6+ years of experience. Highly skilled in client education, financial planning, and analysis. Seeking position at Resnick & Sheckley Financial Services. At Fairchild Livingston, raised client satisfaction score from 85% to 99% through using automation to free up more time to spend with clients. Maintained client returns 4% higher than team average.
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Fairchild Livingston
11.2014 - 03.2019
- Executed trades, managed internal systems, and wrote financial plans for 150+ clients with over $200M under management
- Maintained client returns 4% higher than team average
- Increased client satisfaction scores from 85% to 99% through using time-saving automation tools to spend 8 hours more per week with clients
- Increased AUM by 25% in 18 months
- Used UAFRS data from Valens Research to identify undervalued investments
- Raised individual investor client performance by 35%
Financial Advisor
Melcher Advisors
11.2013 - 11.2014
- Developed and presented financial planning and investment seminars for clients and prospects
- Increased client satisfaction 50% and grew client base 28%
- Created standardized reports that resulted in a better understanding of real-time performance
- This allowed the firm to raise client returns 15%
- Mentored 3 financial advisors who had been marked for termination
- They became 3 of the firm’s top 5 performers
Education
Bachelor of Science - Business
Northwestern University
01.2013
Skills
- Client education
- Generating reports
- Equity analysis
- Sales
- Interpersonal skills
- Communication
- Collaboration
- Analytical skills
Accomplishments
- Supervised team of [Number] staff members.
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Activities
- Volunteer financial planner for Arthur Zissner Charitable Trust, $3.5M AUM.
- Row in a competitive rowing shell 3x per week for fitness and self-care.
Languages
English
Native or Bilingual
Certification
- Master Planner Advanced Studies (MPAS) – College for Financial Planning.
Timeline
Financial Advisor
Fairchild Livingston
11.2014 - 03.2019
Financial Advisor
Melcher Advisors
11.2013 - 11.2014
Bachelor of Science - Business
Northwestern University
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