Welid Said, Cfp®, Cim®
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Welid Said, Cfp®, Cim® Email & Phone Number

Investment and Wealth Advisor at RBC Dominion Securities
Location: Greater Vancouver Metropolitan Area, Canada, Canada 9 work roles
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✓ Verified May 2026 2 data sources Profile completeness 71%

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Current company
RBC Dominion Securities
Role
Investment and Wealth Advisor
Location
Greater Vancouver Metropolitan Area, Canada, Canada
Company size
5670 employees

Who is Welid Said, Cfp®, Cim®? Overview

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Quick answer

Welid Said, Cfp®, Cim® is listed as Investment and Wealth Advisor at RBC Dominion Securities, a company with 5670 employees, based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Welid Said, Cfp®, Cim®.

Welid Said, Cfp®, Cim® previously worked as Investment & Wealth Advisor at Rbc Dominion Securities and Wealth Advisor & Financial Planner at Rbc Dominion Securities.

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Email format at RBC Dominion Securities

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RBC Dominion Securities

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Profile bio

About Welid Said, Cfp®, Cim®

Welid came to the financial services industry in 2018, after spending 10 years developing his managerial and client service skills. Delivering the best possible experience to his clients and helping them achieve their goals remains his top priority. “Financial literacy was the difference from where I was at 21 to where I am today, and I want to make that a reality for as many people as possible,” he says.In his current role, Welid is committed to mapping out and implementing holistic financial plans with his clients – for investing, banking, risk management and estate planning. Colleagues and clients alike appreciate Welid’s levelheaded approach, genuine level of care and knowledgeable, consistent advice.Dedicated to professional development, Welid has achieved the Certified Financial Planner (CFP) designation, and holds certificates in Small Business Banking, Advanced Financial Advice and Advanced Investment Advice from the Canadian Securities Institute, among other credentials. Away from work, Welid enjoys spending time with his wife, Savannah, and their two children. He also keeps busy renovating their home and playing soccer.

Current workplace

Welid Said, Cfp®, Cim®'s current company

Company context helps verify the profile and gives searchers a useful next step.

RBC Dominion Securities
Rbc Dominion Securities
Investment and Wealth Advisor
Vancouver, BC, CA
Website
rbcds.com
Employees
5670
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Company profile
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9 roles

Welid Said, Cfp®, Cim® work experience

A career timeline built from the work history available for this profile.

Investment & Wealth Advisor

Current
Rbc Dominion Securities

Vancouver, British Columbia, Canada

http://www.welidsaid.ca

Mar 2024 - Present

Wealth Advisor & Financial Planner

Rbc Dominion Securities

Vancouver, British Columbia, Canada

http://www.welidsaid.ca

Oct 2023 - Mar 2024

Investment Advisor & Financial Planner

Rbc Dominion Securities

Vancouver, British Columbia, Canada

http://www.welidsaid.ca

Oct 2021 - Oct 2023

Investment Advisor

Rbc Dominion Securities

Vancouver, British Columbia, Canada

http://www.welidsaid.ca

Feb 2021 - Oct 2021

Small Business Advisor

Scotiabank

Richmond, British Columbia, Canada

  • Won Best of the Best FY2020 for finishing first in Overall KPI amongst Business Advisors in the Vancouver and Richmond District
  • Finished 126% to annual sales target and won multiple district contests for Sales Practices and Deposits throughout FY2020
  • Won Open for Business Award FY2019 for many successful introductions to Scotia Wealth Management
  • Finished 100% to annual sales target and won multiple district contests for Sales Practices and Deposits throughout FY2019
  • Manage an assigned book of 300 small business owner relationships
  • Day to Day Account management and onboarding of prospective clients
Jul 2018 - Feb 2021

Divisional Sales Manager

Staples Canada

Vancouver, Canada Area

  • Manage day to day store operations
  • Identify business clients and create lasting partnerships
  • Create and Maintain Inventory practices and behaviours in the store including High Ticket Cycle Counts and Annual Store Inventory Count
  • Plan and execute new product/sales initiatives through sales training and feedback
  • Prepare and deliver performance reviews in a timely manner
  • Schedule and Execute Planograms and reflows as needed
Jul 2014 - Jun 2018

Sales Manager

Future Shop

Vancouver, BC, Canada

  • Recruited and trained a brand new team to rebuild a Home Office – Computers department and take sales to budget results from 65% to 105%
  • Drove results in various new installation and warranty programs by increasing attach in protection plans from the target 5% to 8%
  • Won 3 District banners finishing first in overall KPM in a district of 7 stores in the Lower Mainland
  • Created an easy working environment by having an open door policy and making sure to accept feedback from everyone
  • Scored highly on employee satisfaction surveys, driving employee morale and overall sales performance of the team
  • Trained and help promote over ten associates to various positions in leadership and other leadership programs
Jul 2011 - Jan 2014

Product Expert

Future Shop

Burnaby, BC, Canada

  • Provided end to end customer service in Home Office and Home Theatre
  • Maintained a vast knowledge on new trends in multiple forms of technology
  • Earned high commission by exceeding daily sales quotas and creating a returning customer base
  • Lowered store shrinkage and received bonuses by identifying and apprehending many types of credit card fraud
  • Highly praised on customer surveys generating a name for myself in the community
  • Ensured customer satisfaction through following the GUEST sales process
Nov 2008 - Jul 2011
Team & coworkers

Colleagues at RBC Dominion Securities

Other employees you can reach at rbcds.com. View company contacts for 5670 employees →

JS Jennifer Shone Jennifer Shone Colleague at Rbc Dominion Securities Ottawa, Ontario, Canada, Canada View → AJ Andrew Johnson, Cim® Andrew Johnson, Cim® Colleague at Rbc Dominion Securities Saskatoon, Saskatchewan, Canada, Canada View → GL Greg Lynch Greg Lynch Colleague at Rbc Dominion Securities Vancouver, British Columbia, Canada, Canada View → SH Shayne Holloway Shayne Holloway Colleague at Rbc Dominion Securities Mississauga, Ontario, Canada, Canada View → CM Craig Mackinnon, Cfa, Cfp, Cim Craig Mackinnon, Cfa, Cfp, Cim Colleague at Rbc Dominion Securities Kelowna, British Columbia, Canada, Canada View → PF Pamela Fracasso Pamela Fracasso Colleague at Rbc Dominion Securities Montreal, Quebec, Canada, Canada View → SA Sharon Anthony Sharon Anthony Colleague at Rbc Dominion Securities Brampton, Ontario, Canada, Canada View → NC Nathan Campbell, F. Pl Nathan Campbell, F. Pl Colleague at Rbc Dominion Securities Montreal, Quebec, Canada, Canada View → SI Shabnam Imdad Shabnam Imdad Colleague at Rbc Dominion Securities Newmarket, Ontario, Canada, Canada View → LY Li Ying Li Li Ying Li Colleague at Rbc Dominion Securities Vancouver, British Columbia, Canada, Canada View →
FAQ

Frequently asked questions about Welid Said, Cfp®, Cim®

Quick answers generated from the profile data available on this page.

What company does Welid Said, Cfp®, Cim® work for?

Welid Said, Cfp®, Cim® works for RBC Dominion Securities.

What is Welid Said, Cfp®, Cim®'s role at RBC Dominion Securities?

Welid Said, Cfp®, Cim® is listed as Investment and Wealth Advisor at RBC Dominion Securities.

Where is Welid Said, Cfp®, Cim® based?

Welid Said, Cfp®, Cim® is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with RBC Dominion Securities.

What companies has Welid Said, Cfp®, Cim® worked for?

Welid Said, Cfp®, Cim® has worked for Rbc Dominion Securities, Scotiabank, Staples Canada, and Future Shop.

Who are Welid Said, Cfp®, Cim®'s colleagues at RBC Dominion Securities?

Welid Said, Cfp®, Cim®'s colleagues at RBC Dominion Securities include Jennifer Shone, Andrew Johnson, Cim®, Greg Lynch, Shayne Holloway, and Craig Mackinnon, Cfa, Cfp, Cim.

How can I contact Welid Said, Cfp®, Cim®?

You can use AeroLeads to view verified contact signals for Welid Said, Cfp®, Cim® at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.

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