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Afsoun Setoudeh

Financial Advisor at Scotiabank

Based in Vancouver, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Vancouver

Industry

Banking

Company size

96K

Contact information

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Email

1 credit

a•••••••@scotiabank.com

Phone

5 credits

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Background

About Afsoun Setoudeh

A CSC Certified financial advisor with Bachelor and Master of Science in Business Management, with 11+ years of professional experience as Financial Advisor and Stockbroker in the financial service industry, looking forward to joining and assisting a reputable financial institution in achieving their goals, by providing sound financial planning advice to promote customer loyalty and investment returns. Bilingual (English and Farsi) client services expert, who has proven to proactively engage with clients, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities. Commands the ability to build trust and credibility with clients and stakeholders, and the capacity to thrive in a competitive environment. Working excellence in the following areas: Mutual Funds Financial Reports New Client Acquisition Repeat & Referral Business Customer Relationship Managemet Digital Banking & Literacy Customer Service Excellence Client Engagement

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Afsoun Setoudeh Email & Phone Number @ Scotiabank | Kipplo Discover