Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Aditya Menaria

Scarborough,ON

Summary

Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice about effective debt management and portfolio management.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Advisor

Royal Bank Of Canada
01.2023 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Analyzing and restructuring debts. Processing complex credit applications including mortgages, HELOC & re-allocations.

Banking Advisor

Royal Bank of Canada
11.2021 - 12.2022
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Strengthened customer relationships through timely follow-ups and proactive communication.
  • Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
  • Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
  • Assisted in management of risk by adhering to compliance policies and procedures when interacting with clients.

Inside Sales Representative

Nordia Inc.
10.2020 - 10.2021
  • Respond to customer requests related to various mobility products and services
  • Promote complementary solutions according to the needs and habits discussed with client
  • Ensured superior customer satisfaction by addressing customer's queries and concerns regarding their orders and products.

Education

Financial Planning & Wealth Management -

Lambton College
Toronto
01.2019

Bachelor of Commerce - Global Business Management

Pacific Institute of Business Studies
India
01.2017

Skills

  • Account Management
  • Client Engagement
  • Strategic Financial Planning
  • Sales expertise
  • Retirement planning
  • Debt management
  • Networking & Collaboration
  • Regulatory & Corporate Compliance
  • Creative Problem Solving
  • Relationship building and management

Certification

  • Designated Financial Services Advisor (DFSA™)
  • Certificate in Financial Services Advice (CFSA)
  • Financial Planning II, 2023

Timeline

Financial Advisor

Royal Bank Of Canada
01.2023 - Current

Banking Advisor

Royal Bank of Canada
11.2021 - 12.2022

Inside Sales Representative

Nordia Inc.
10.2020 - 10.2021

Financial Planning & Wealth Management -

Lambton College

Bachelor of Commerce - Global Business Management

Pacific Institute of Business Studies

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Aditya Menaria