Manager Financial

Ehsan Chabok

***-*** ******* ******, *******, Ontario, M4P 1Y4

416-***-**** ? ******.*****@*****.***

HIGHLIGHTS OF QUALIFICATIONS

. Investment Fund of Canada (IFC) course, Life License Qualification

Program (LLQP) and Licensed with the Mutual Fund Dealer Association

(MFDA) as a Dealing Representative

1. Number one in refer new consultants for growing of regional office in

2015

2. Strong financial analysis ability

3. Over 10 years experiences in financial and equity market

4. Highly organized and supportive team member; ability to communicate

efficiently, multi-task and meet deadlines, as well

5. Strong computer skills, MS Office (Word, Excel, Power Point, Access,

Outlook), MATLAB, and SPSS

. Bilingual (English and Persian)

PROFESSIONAL HISTORY

Financial Consultant 2014-

Present

Investors Group, Canada

. Develop personal financial plans for clients covering cash management,

finances, insurance coverage, investments, retirement and estate

planning matters

. Advise clients on implementing the financial plan to help them achieve

their goals

. Arrange for purchases and sales of financial products and investments

. Monitor portfolio to ensure quality and profitability

Investment Director

2008 - 2014

Personnel of Tehran Stock Exchange Housing Cooperation, Iran

. Organized and evaluated the activities of investment department with

over $10 Million portfolio assets on hand

. Evaluated and revised client-oriented mortgage, credit applications,

collateral and provided recommendation

Head Officer/Prosecution & Surveillance Officer/ Customer Services

Supervisor 2005 - 2014

Securities & Exchanges Organization/Tehran Stock Exchange, Iran

. Responsible for coordination of nine officers in two different teams -

five officers in Legal prosecution team and four others in equity

market complaints prosecution team

. Evaluated financial risk, prepared financial forecasts, and provided

reports and recommendations for three different industries contain over

35 companies

. Participated in the development of education policies by providing

advices to senior manager; provided development program for over 4000

clients, as well.

. Answered enquiries and resolve problems concerning client's performance

on securities. Informed customers of available financial market

products and services to address their needs

Branch Manager & Dealer/ Financial Manager

2003 - 2004

Sahm Ashna and Nahayat Negar Stock Broker, Iran

. Handled stocks, and bonds dealing on behalf of over 500 individual and

institutional clients

. Developed long-term relationships with clients by preparing investment

strategies to help them achieve their financial goals, offering advice

and information on various investments to guide them in managing their

portfolios

. Directed, controlled and evaluated the operation of accounting and

financial department

EDUCATION and CERTIFICATIONS

. Life License Qualification Program

2015

IFSE Institute, Canada

. Investment Funds of Canada course (IFC)

2014

IFSE Institute, Canada

. M.A. in Economics 2006-

2010

Banking College, Iran

. B.A. in Economics, Assessed by University of Toronto

2000-2003

University of Mazandaran, Iran

. Certified Securities Trader

CFA Level 1 equivalent by Iran's Securities and Exchanges Organization

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