Akshar Patel
Scarborough, Canada Toronto, Toronto,ON
Summary
Accomplished Financial Advisor with 3-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
World Financial Group
Canada, ON
04.2019 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Facilitated new client onboarding process and investment account setup.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Delivered strategic investment advice for individual and corporate clients.
Manager
circle k
Canada , Ontario
01.2019 - 01.2022
- Managed store organization, maintenance and purchasing functions.
- Trained team members in successful strategies to meet operational and sales targets.
- Addressed and resolved strategy issues to support sales management and guide business direction.
- Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives.
- Managed inventory control processes to restore back stock, control costs and maintain sales floor levels to meet customer needs.
- Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance.
Customer Service
CIRCLE K
scarborough, ON
11.2017 - 01.2019
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Helped customers complete purchases, locate items and join reward programs.
- Answered questions about store policies and addressed customer concerns.
- Checked personal identifications during alcohol and tobacco sales.
Website Handler
XOTIC MANUFACTURER
scarborough, ON
10.2017 - 06.2018
- Configured and purchased domains for websites.
- Developed performance metrics to benchmark websites.
- Managed content distribution to online channels and social media platforms.
- Incorporated SEO techniques to verify maximal site exposure to search engine robots and crawlers.
- Identify problems uncovered by testing or customer feedback, and correct problems or refer problems to appropriate personnel for correction
- Write supporting code for web applications and websites
- Create searchable indices for web page content
Full Stack Web Developer
ARVI TEK
Anand, Gujarat
03.2015 - 05.2016
- Maintained complex technology infrastructure and collaborated with product team to implement new features and strategically plan for future products.
- Used Javascript, SQL and HTML to develop app-solutions.
- Reviewed code, debugged problems and corrected issues.
- Designed testing protocols to locate issues within system.
- Managed development milestones from initial steps through final delivery.
- Worked with back-end developers to design APIs.
- Delivered performance-driven and user-centric websites that met all business requirements.
Education
Post-Degree Certificate - COMPUTER ENGINEERING
Canadore College
Mississauga, ON01.2019
Bachelor - Computer Engineering
IPCOWALA INSTITUTE oF ENGINEERING AND TECHNOLOGY
Dharmaj , India03.2016
Skills
- Investment planning
- Tax law expertise
- Trend analysis expertise
- Insurance decisions
- HTML expertise
- Web development projects
- Technical Analysis
- Point of Sale Systems
- Strong multi-tasking
- Quality assurance
- Web Security
- Troubleshooting
- Technical Support
Certification
- Licensed HLLQP
- PHP Internship
Timeline
Financial Advisor
World Financial Group
04.2019 - Current
Manager
circle k
01.2019 - 01.2022
Customer Service
CIRCLE K
11.2017 - 01.2019
Website Handler
XOTIC MANUFACTURER
10.2017 - 06.2018
Full Stack Web Developer
ARVI TEK
03.2015 - 05.2016
Post-Degree Certificate - COMPUTER ENGINEERING
Canadore College
Bachelor - Computer Engineering
IPCOWALA INSTITUTE oF ENGINEERING AND TECHNOLOGY
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