Marjan Salimi
About Marjan Salimi
Marjan Salimi is a Regional Branch Manager at Transamerica/WFG, where she has worked since 2019. With a background in finance and experience at CIBC, she is fluent in English and Farsi, and actively contributes to training and compliance efforts within her branch.
Work at Transamerica
Marjan Salimi has served as the Regional Branch Manager at Transamerica/WFG since 2019. In this role, she oversees branch operations in Ontario, Canada. Salimi has distinguished herself by being the first to complete a virtual visit for Transamerica, establishing herself as a key resource for future virtual engagements. Her responsibilities include providing training on compliance-related topics during branch visits and guiding agents through client files to ensure adherence to regulations.
Previous Experience at CIBC
Prior to her current position, Marjan Salimi worked at CIBC as a Senior Financial Services Representative from 2015 to 2019. During her four years in this role, she gained valuable experience in financial services while operating in Ontario, Canada. This experience contributed to her expertise in client management and financial compliance, which she applies in her current role.
Education and Expertise
Marjan Salimi studied at Seneca College of Applied Arts and Technology, where she focused on Finance and Financial Management Services. She completed her Bachelor of Commerce (B.Com.) degree from 2010 to 2015. Salimi is currently pursuing the Life License Qualification Program (LLQP) to enhance her knowledge and skills in financial compliance, further solidifying her expertise in the field.
Language Proficiency
Marjan Salimi is fluent in both English and Farsi. This bilingual ability allows her to communicate effectively with a diverse client base, enhancing her capacity to serve various communities in Ontario. Her language skills contribute to her effectiveness in client relations and training initiatives.
Collaboration with Compliance and Audit Departments
In her role as Regional Branch Manager, Marjan Salimi collaborates with Compliance and Audit departments to ensure that agents receive appropriate training. She plays a critical role in assessing training adequacy and making decisions that support compliance within the organization. This collaboration is essential for maintaining high standards in financial services.