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Reza Yahyapour, Pl. Fin., CIM, FCSI

Reza Yahyapour, Pl. Fin., CIM, FCSI

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location of Reza Yahyapour, Pl. Fin., CIM, FCSIMontreal, Quebec, Canada

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  • Timeline

  • About me

    Financial Planner | Chartered Investment Manager | Investment Advisor | BComm - Management

  • Education

    • Canadian Securities Institute

      2023 - 2024
      Investment Advisor (IA) Investments and Securities

    • Canadian Securities Institute

      2023 - 2024
      Chartered Investment Manager (CIM) Investments and Securities

    • Canadian Securities Institute

      2023 - 2024
      Certificate of Financial Planning Financial Planning and Services

    • Vanier College

      2009 - 2012
      Social Science w/ Mathematics + Music (Double DCS) Economics

    • IFSE Institute

      2019 - 2020
      Mutual Fund Representative (MFR) Banking and Financial Support Services

    • John Molson School of Business (Concordia University)

      2012 - 2016
      Bachelor of Commerce (B.Com.) Business Administration and Management, General

    • Institut de planification financière

      2024 - 2025
      Financial Planner (F.Pl.) Financial Planning and Services

  • Experience

    • BMO Financial Group

      Aug 2014 - Feb 2016

      • Universal Banker

        Jul 2015 - Feb 2016

      • Personal Banking Representative

        Aug 2014 - Jul 2015

    • TD

      Feb 2016 - Apr 2018

      • Small Business Team Transition Leader

        Feb 2018 - Apr 2018

      • Small Business Resource Officer

        Mar 2017 - Apr 2018

      • Small Business Specialist

        Feb 2016 - Mar 2017

    • Scotiabank

      Apr 2018 - Feb 2020
      Business Advisor

    • Scotia Wealth Management

      Feb 2020 - Dec 2021

      • Private Banker (Hybrid)

        Jul 2021 - Dec 2021

      • Associate Private Banker

        Feb 2020 - Jul 2021

    • LOTS OF BRANDS

      Dec 2021 - Mar 2023
      Chief Operating Officer

    • National Bank Private Banking 1859

      Dec 2021 - May 2022
      Private Banker

    • BRANDS OFF-PRICE

      Apr 2022 - Mar 2023
      Chief Operating Officer

    • Scotiabank

      Mar 2023 - now

      • Financial Planner

        Feb 2025 - now

      • Financial Advisor, Investment & Retirement Planning

        Mar 2024 - Feb 2025

      • Senior Business Advisor

        Mar 2023 - Mar 2024

  • Licenses & Certifications

    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Oct 2023

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Oct 2023

    • Wealth Management Essentials (WME®)

      Canadian Securities Institute
      Dec 2023

    • Risk Management and Investment Planning

      The Canadian Institute Of Financial Planning
      Apr 2024

    • Registered Representative

      Autorité des marchés financiers (Québec)
      Jan 2024

    • Registered Representative

      CIRO / OCRI
      Jan 2024

    • Certificate in Small Business Banking (CSBB)

      Canadian Securities Institute
      Jun 2023

    • Canadian Investment Funds Course (CIFC)

      IFSE Institute
      Jan 2020

    • Investment Advisors Training Program (90-day) (IATP)

      Canadian Securities Institute
      Jan 2024

    • Bachelor of Commerce (BComm) - Management

      Concordia University - John Molson School of Business
      May 2016