Asad Zaidi
Vice President, Sales @Ci Global Asset Management
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WORK HISTORY
Vice President, Sales @Ci Global Asset Management
Calgary, AB, CA
EDUCATION
Canadian Securities Institute
PFP - Personal Financial Planner
Canadian Securities Institute
Charter Investment Manager - Currently enrolled
Southern Alberta Institute of Technology
Accounting
Canadian Securities Institute
CIFC
ABOUT ASAD ZAIDI
Experienced leader in investment sales with a demonstrated history of working in the financial services industry. Skilled in Business Relationship Management, Banking, Financial Planning, Securities, and Pension Funds. Strong sales professional with a Financial Planning focus in Investments and Securities. Designed and implemented an innovative training program for advisors to improve industry and product knowledge as it relates to investments in financial products and planning for clients.(iA Financial Group 2015, 2016, 2017) Increased distribution by doubling the number of new advisors to iA Financial Group YTD 2017 Exceeded annual target in Gross Sales (iA Financial Group - 2015, 2016) Achieved annual sales target in Gross Sales and Net Sales (iA Clarington Investments – 2011, 2012 & 2013.) Lead: funding project for commercial client for multiplex construction valued at $4M (First Calgary Savings - 2009) Achieve annual sales target of $12M in new credit & $6M in new deposit growth (ATB Financial -2008) Branch Money Out Champion (TD Canada Trust -2006/07) Ranked # 2 in store, department retail volume growth in sales (Sears Canada -2003)
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