Arsham Vahid
Banking Advisor @RBC
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WORK HISTORY
Banking Advisor @RBC
Manage and grow a client book of 75–100 relationships monthly, advising on mutual funds, GICs, and registered accounts (TFSA, RRSP, FHSA) tailored to each client\'s risk profile and financial goals.Contributed to over $6M in first 4 months of 2026, in combined new money and client retention joining, through proactive outreach, annual portfolio reviews, and needs-based investment recommendations.Built 50+ financial plans in RBC MyAdvisor, covering retirement projections, registered account strategies, and savings targets — translating complex planning into clear, actionable steps for clients.Consistently track at 110–120% of monthly targets by identifying client needs early and matching them to the right RBC wealth solution — including referrals to Investment Advisors and Wealth Specialists.Processed trade and account change requests in full compliance with CIRO regulations and RBC internal policies, maintaining a clean compliance record across all client files.
EDUCATION
DeGroote School of Business - McMaster University
Master's degree, Finance
University of Science and Culture
Bachelor's degree, Accounting
ABOUT ARSHAM VAHID
CFA Level II Candidate | Passed CFA Level I | Master of Finance | McMaster University | Passed Canadian Securities Course CSC®
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