Mohamed Larfi
About Mohamed Larfi
Mohamed Larfi is a Principal Financial Planner with extensive experience in financial services, having worked at various institutions including Desjardins and Banque Nationale. He holds multiple certifications and has a strong educational background in finance and business administration.
Current Role at MD Financial Management
Mohamed Larfi serves as a Planificateur Financier Principal at MD Financial Management since 2016. In this role, he provides financial planning services and advice to clients in the Montréal region. His responsibilities include developing tailored financial strategies and managing client relationships to ensure their financial goals are met.
Previous Experience at Desjardins
Mohamed Larfi held multiple positions at Desjardins from 2002 to 2010. He began as an Agent à la convenance for seven months, followed by roles as a Préposé service conseil for two years, and as a Conseiller services aux membres N5 for two years. His final position at Desjardins was as a Conseiller gestion des avoirs for two years, where he focused on asset management and client advisory services.
Educational Background
Mohamed Larfi studied at HEC Montréal, where he completed a certificat en planification finance personnel in Planification et services financiers from 2007 to 2009. He also attended the Institut québécois de planification financière, earning the Planificateur Financier designation in 2009. Earlier, he obtained a Baccalauréat en Administration from the Institut National de Commerce, studying Administration et gestion des affaires from 1994 to 1997.
Professional Development and Certifications
Mohamed Larfi has completed several professional courses, including the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Essentials of Wealth Management (EWM). These certifications enhance his expertise in financial planning and wealth management, allowing him to provide informed advice to clients.
Coaching and Training Experience
In addition to his financial planning role, Mohamed Larfi has experience coaching and training personal advisors and bankers. He has acted as a resource person within his organizations, sharing his knowledge and expertise to improve the skills of financial service professionals.