Farhat Rasteh, Cfp Email & Phone Number
@scotiabank.com
1 phone found area 416
LinkedIn matched
Who is Farhat Rasteh, Cfp? Overview
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Farhat Rasteh, Cfp is listed as Senior Total Wealth Planner at Scotia Wealth Management, a with 3 employees, based in Greater Toronto Area, Canada. AeroLeads shows a work email signal at scotiabank.com, phone signal with area code 416, and a matched LinkedIn profile for Farhat Rasteh, Cfp.
Farhat Rasteh, Cfp previously worked as Total Wealth Planner at Scotia Wealth Management and Associate Total Wealth Planner at Scotia Wealth Management. Farhat Rasteh, Cfp holds Bachelor Of Commerce (Specialized Honours) In Accounting from York University.
Email format at Scotia Wealth Management
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AeroLeads found 1 current-domain work email signal for Farhat Rasteh, Cfp. Compare company email patterns before reaching out.
About Farhat Rasteh, Cfp
Wealth management professional with over 12 years experience in relationship management and holistic financial planning.
Listed skills include Microsoft Excel, Cfp Professional, Leadership, Customer Service, and 15 others.
Farhat Rasteh, Cfp's current company
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Farhat Rasteh, Cfp work experience
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Total Wealth Planner
Associate Total Wealth Planner
Total Wealth Planning Associate
Financial Planner
Caring for Clients provides holistic financial planning on a fee for service basis. A financial plan encompasses cash flow management, retirement/lifestyle planning, investment strategy, estate planning and administration and insurance.
Financial Advisor
• Building and maintaining an assigned portfolio of customers with significant investable assets, proactively cross-selling customized financial solutions and conducting personal lifestyle planning focusing on investment opportunities• Assisting clients to make informed decisions about the right types of mutual fund andGIC investments by conducting in-depth reviews of clients’ financial circumstances• Working with clients to identify their financial goals and providing customized solutions for their retirement, investment and borrowing needs• Analyzing applicants’ financial status, credit and property evaluations to determine feasibility of granting mortgages or other types of loans
Financial Services Representative
• Provided an exceptional experience for new and existing clients by identifying their needs and via the utilization of financial tools• Responsible for promoting and selling lending and investment products and services and applied risk analysis techniques and credit adjudication judgment• Responsible for accurately capturing and validating clients’ personal and financial information and ensured all documentation is completed in accordance with policies and procedures
Financial Services Manager
• Identified potential new clients and sales opportunities, customized and promoted banking and investment products to win new clients• Assisted customers with their selection of account and investment types• Cross-sold the Bank's products and services• Opened and maintained all types of chequing, savings and investment accounts• Performed branch clerical duties• Kept and expanded existing businesses for the bank through exemplary customer relationship and earned very high satisfaction ratings from clients• Provided guidance, training and support to new hires and less experienced Account Representatives
Colleagues at Scotia Wealth Management
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
Arwa Jawass
Colleague at Scotia Wealth ManagementCanada
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SL
Serena Li
Colleague at Scotia Wealth ManagementMarkham, Ontario, Canada
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HN
Henry Nguyen
Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada
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DF
Derek Fuchs
Colleague at Scotia Wealth ManagementRed Deer, Alberta, Canada
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IM
Ivan Marcisin, Cfa, Pfp®
Colleague at Scotia Wealth ManagementCalgary, Alberta, Canada
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CC
Carolyn Cartier-Hawrish
Colleague at Scotia Wealth ManagementGreater Montreal Metropolitan Area, Canada
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CZ
Cui Zukowski
Colleague at Scotia Wealth ManagementToronto, Ontario, Canada
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SJ
Sayali Joshi
Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada
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GC
Gilberto Cabral Haro
Colleague at Scotia Wealth ManagementCuajimalpa De Morelos, Mexico City, Mexico
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PS
Peter Sigouin
Colleague at Scotia Wealth ManagementGreater Ottawa Metropolitan Area, Canada
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Farhat Rasteh, Cfp education
Bachelor Of Commerce (Specialized Honours) In Accounting
Honours Bachelor Of Arts In Economics, Economics
Frequently asked questions about Farhat Rasteh, Cfp
Quick answers generated from the profile data available on this page.
What company does Farhat Rasteh, Cfp work for?
Farhat Rasteh, Cfp works for Scotia Wealth Management.
What is Farhat Rasteh, Cfp's role at Scotia Wealth Management?
Farhat Rasteh, Cfp is listed as Senior Total Wealth Planner at Scotia Wealth Management.
What is Farhat Rasteh, Cfp's email address?
AeroLeads has found 1 work email signal at @scotiabank.com for Farhat Rasteh, Cfp at Scotia Wealth Management.
What is Farhat Rasteh, Cfp's phone number?
AeroLeads has found 1 phone signal(s) with area code 416 for Farhat Rasteh, Cfp at Scotia Wealth Management.
Where is Farhat Rasteh, Cfp based?
Farhat Rasteh, Cfp is based in Greater Toronto Area, Canada while working with Scotia Wealth Management.
What companies has Farhat Rasteh, Cfp worked for?
Farhat Rasteh, Cfp has worked for Scotia Wealth Management, Caring For Clients, Scotiabank, Cibc, and Bmo.
Who are Farhat Rasteh, Cfp's colleagues at Scotia Wealth Management?
Farhat Rasteh, Cfp's colleagues at Scotia Wealth Management include Arwa Jawass, Serena Li, Henry Nguyen, Derek Fuchs, and Ivan Marcisin, Cfa, Pfp®.
How can I contact Farhat Rasteh, Cfp?
You can use AeroLeads to view verified contact signals for Farhat Rasteh, Cfp at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Farhat Rasteh, Cfp attend?
Farhat Rasteh, Cfp holds Bachelor Of Commerce (Specialized Honours) In Accounting from York University.
What skills is Farhat Rasteh, Cfp known for?
Farhat Rasteh, Cfp is listed with skills including Microsoft Excel, Cfp Professional, Leadership, Customer Service, Microsoft Office, Finance, Portfolio Management, and Project Management.
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