Summary
Overview
Work History
Education
Skills
Timeline
Generic
Zoya Fainstein

Zoya Fainstein

Calgary,Canada

Summary

  • HLLQP licensed professional with over a decade of expertise in client servicing, specializing in Life and Investment product accounts. Proficient in conducting client meetings, completing KYC and Risk Tolerance documentation, and managing account openings. Skilled in preparing quotes, illustrations, and product comparisons, as well as organizing applications and coordinating follow-ups. Experienced in onboarding and training new advisors, leading a team of seven, and enhancing client satisfaction through personalized service.

Overview

23
23
years of professional experience

Work History

Senior Partner

Eau Claire Partners
Calgary, Canada
10.2022 - Current
  • Financial Services

Marketing Director

World Financial Group
Calgary, Canada
01.2020 - 01.2022

Associate

World Financial Group
Calgary, Canada
01.2016 - 01.2020

Library Assistant

Calgary Public Library
Calgary, Canada
01.2003 - 01.2016

Education

HLLQP - Life

Calgary, Alberta, Canada
12.2016

Digital Graphic designer Certificate -

Mount Royal University
Calgary, Alberta, Canada
12.2016

Digital Graphic Designer Diploma -

LE BON College of Art
Tel-Aviv, Israel
12.1997

Skills

  • Advanced computer skills
  • Financial analysis
  • Effective communication
  • Negotiation skills
  • Industry expertise
  • Data-driven decision making
  • Professionalism
  • Organization and administration
  • Excellent interpersonal skills
  • Ability to work independently

Timeline

Senior Partner

Eau Claire Partners
10.2022 - Current

Marketing Director

World Financial Group
01.2020 - 01.2022

Associate

World Financial Group
01.2016 - 01.2020

Library Assistant

Calgary Public Library
01.2003 - 01.2016

HLLQP - Life

Digital Graphic designer Certificate -

Mount Royal University

Digital Graphic Designer Diploma -

LE BON College of Art
Zoya Fainstein