Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

AKHILA JUNEJA

Toronto,ON

Summary

Financial Planner with proven track record in client relationship management and portfolio oversight. Expertise in developing tailored financial strategies that drive client success. Strong analytical skills and adaptability to market fluctuations have resulted in consistently positive client outcomes. Knowledgeable in investment strategies, tax regulations, and insurance products.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Planner

BMO FINANCIAL GROUP
Toronto, ON
02.2023 - Current
  • Proactively engaged new and existing customers through needs-based assessments to enhance loyalty.
  • Implemented business development strategies, including outbound calling campaigns and branch referrals.
  • Generated appointments and established community relationships to grow BMO’s business.
  • Identified referral opportunities during customer conversations for personal and commercial banking products.
  • Supported achievement of sales and performance targets through strategic initiatives.
  • Recommended solutions based on comprehensive understanding of business strategy and stakeholder requirements.

Wealth Operations Officer

TD BANK
NORTH YORK, ON
01.2022 - 09.2022
  • Provided client services in accordance with Service Level Agreements and internal standards.
  • Adhered to firm and industry regulations while completing transactions for clients.
  • Identified opportunities for enhancing service delivery and supporting process improvements.
  • Updated service call tickets with information from service providers and internal departments.
  • Ensured account processing and administration using banking platforms ISM, EIS, CIF, and MS Office.

Supervisor

IDP EDUCATION
Toronto, Ontario
04.2021 - 05.2022
  • Transported test materials securely to venues and returned them to test center.
  • Executed test center setup, ensuring security and proper administration of materials.
  • Conducted I.D. checks and managed candidate check-in procedures.
  • Configured headphones and transmitters for listening tests.
  • Strictly adhered to testing procedures and regulations throughout assessments.
  • Maintained security of test room and ensured return of all equipment to supervisor.

Education

International Business Management

ST. CLAIR COLLEGE
TORONTO
04-2021

Bachelors of Commerce- Financial Planning -

APEEJAY COLLEGE
03-2019

Skills

  • Financial planning and investment strategies
  • Risk assessment and regulatory compliance
  • Client relationship management
  • Sales performance and business development
  • Data analysis and market research
  • Problem solving and attention to detail
  • Team collaboration
  • Market research

Certification

  • Life Licensed Qualification Program (LLQP) License Holder
  • Microsoft Excel Certification

References

References available upon request.

Timeline

Financial Planner

BMO FINANCIAL GROUP
02.2023 - Current

Wealth Operations Officer

TD BANK
01.2022 - 09.2022

Supervisor

IDP EDUCATION
04.2021 - 05.2022

International Business Management

ST. CLAIR COLLEGE

Bachelors of Commerce- Financial Planning -

APEEJAY COLLEGE

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AKHILA JUNEJA