Sepideh Asadollahi
Financial Services Representative @CIBC
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WORK HISTORY
Financial Services Representative @CIBC
CA
Provide personalised financial advice to clients based on their financial goals and needs- Assist clients in understanding and selecting financial products such as savings accounts, loans, insurance, and investments- Cross-sell additional products and services to enhance client satisfaction and generate revenue- Stay informed about new products and changes in financial regulations to effectively recommend solutions- Assist clients in creating and managing financial plans, including budgeting and retirement planning- Ensure all financial transactions and advice comply with legal and regulatory requirements- Handle sensitive information with confidentiality and integrity- Conduct periodic reviews of client accounts to ensure satisfaction and identify opportunities for additional services and to build and maintain strong relationships with clients- Stay updated on industry trends, financial products, and regulatory changes through ongoing training and professional development- Share knowledge and best practices with colleagues to improve team performance and client service.
EDUCATION
George Brown College
Post-Graduate
Seneca Polytechnic
The Excellence in Financial Services
Tehran University of Economic Sciences
Master of Business Administration - MBA
Shiraz University
Bachelor of Business Administration (B.B.A.)
SKILLS
ABOUT SEPIDEH ASADOLLAHI
Dedicated and results-driven professional with 8+ years of experience in Business and…
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