Elaheh Rabani

Results-driven financial services professional with over eight years of experience helping clients protect their financial interests through needs-based recommendations and consultative sales. Consistently recognized among the top Finance Managers for industry-leading &1 sales performance, regulatory compliance, and long-term client relationships. Recently passed the RIBO Level 1 examination successfully and eager to build a long-term in insurance.

Independent Insurance & Financial Services Developer at INDEPENDENT INSURANCE & FINANCIAL SERVICES DEVELOP (2025-09 – Present)

• Made a strategic transition from automotive financial services to the insurance industry, building on over eight years of client advisory and financial services experience.
• Expanded knowledge of personal insurance, life insurance, financial protection solutions, underwriting principles, and Ontario insurance regulations.
• Successfully passed the RIBO Level 1 examination and maintained LLQP licensing while preparing for long-term career in insurance.
• Continued developing expertise in client needs analysis, risk assessment, consultative sales, and regulatory compliance through ongoing professional education.

FINANCIAL SERVICE MANAGER at WAG (Willowdale and Newmarket Nissan and Infiniti) (2024-12 – 2025-09)

• Worked closely with lenders and financial partners to create solutions tailored to each client's circumstances.
• Maintained high standards of compliance, professionalism, and customer care throughout the financing process.
• Recruited to bring an experienced, customer-focused approach to financial services within a growing dealership.

SENIOR FINANCE MANAGER at Weins Auto Group (2017-12 – 2024-04)

• Earned progressive promotion based on performance, leadership, and a commitment to exceptional customer service.
• Consistently ranked among the organization's top-performing Finance Managers, achieving one of the highest F&I sales penetration ratios.
• Built a loyal client base through trust, personalized financial guidance, and a high level of repeat and referral business.
• Mentored finance and sales teams while promoting compliance, customer experience, and business growth.

DATA ANALYST at CIBC (2015-11 – 2017-12)

• Created analytical models to identify trends and optimize reporting accuracy.
• Supported financial compliance through data-driven insights.

SALES ASSOCIATE at Holt Renfrew (2014-12 – 2015-11)

• Delivered exceptional customer service and maintained luxury client relationships.

CUSTOMER GREETER at BMO (2014-08 – 2014-12)

• Assisted clients with banking inquiries, ensuring professional and efficient service.

SENIOR FINANCIAL CONSULTANT at Consulting Engineers LTD (2007-01 – 2014-07)

• Led financial operations, budgeting, and capital reporting for major infrastructure projects.

RIBO EXAMINATION PASSED in Level 1 (2026)

LLQP IN SEGREGATED FUNDS, LIFE, ACCIDENTAL INSURANCE (2023-07)

SPECIALIZATION IN LEADERSHIP AND MANAGEMENT in HBS – Harvard Business School (2022-11)

CERTIFICATION IN ADVANCED DATA ANALYSIS USING EXCEL – Rice University, Houston (2017-06)

BACHELOR OF ARTS (B.A.) IN FINANCIAL-ACCOUNTING SPECIALIST in Financial Accounting – Payam Nour (2009-06)