Ali Alaghehband

Ali alaghehband

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location of Ali AlaghehbandThunder Bay, Ontario, Canada
Followers of Ali Alaghehband313 followers
  • Timeline

  • About me

    IFIC / PFSA / FP I / Financial Advisor / Industrial Engineer / 6+ years in Banking, Sales and Managing Client Relationships / 6+ years in Engineering and Project Planning

  • Education

    • Amirkabir university of technology - tehran polytechnic

      2003 - 2007
      Bachelor's degree industrial engineering 15.65 out of 20
    • Amirkabir university of technology - tehran polytechnic

      2007 - 2010
      Master's degree industrial engineering 18.46 out of 20
    • National organization for development of exceptional talents (sampad)

      1999 - 2003
      High school diploma mathematics 19.08 out of 20
  • Experience

    • Yazd profil co.

      Apr 2011 - Oct 2018
      Industrial engineer
    • Amn gostaran farzan

      Nov 2018 - Aug 2021
      Project coordinator
    • Shoppers drug mart

      Oct 2021 - Jan 2022
      Assistant store manager
    • Rbc

      Mar 2022 - now

      • Proactively engages with clients in all areas of the branch, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities• Responds to client-initiated contact, assisting them with a full range of financial transactions, including bank account opening, credit applications and investment solutions• Focuses on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business• Actively listens and engages clients in conversation to further understand their individual needs • Proactively calls the clients to potentially provide them with services and advice• Cultivates and maintains relationships with partners to make the most of business opportunities and referrals Show less • Engaged with clients in the branch and delivered an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions• Contributed to team results by listening and spotting opportunities to offer additional advice, introduced clients to the partners, or personally fulfilled client solutions• Proactively took ownership of resolving clients’ banking problems• Focused on education and demonstration and leveraged technology to deliver a memorable client experience Show less

      • Financial Advisor

        Feb 2025 - now
      • Banking Advisor

        Jun 2023 - Feb 2025
      • Client Advisor

        Mar 2022 - May 2023
  • Licenses & Certifications

    • Certificate in financial services advice

      Canadian securities institute
      Dec 2024
      View certificate certificate
    • Investment funds in canada (ifc)

      Canadian securities institute
      Mar 2023
      View certificate certificate
    • Designated financial services advisor (dfsa™)

      Canadian securities institute
      Jul 2025
      View certificate certificate
    • Verified international academic qualifications

      World education services
      Dec 2022
      View certificate certificate
    • Certificate in advanced financial advice

      Canadian securities institute
      Sept 2025
      View certificate certificate