AMRINDER JIT GILL
Brampton,Canada
Summary
Dynamic financial advisor delivering customized financial solutions that empower clients to achieve their goals. Strong background in building enduring client relationships and enhancing satisfaction through proactive engagement and personalized guidance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Bank
06.2025 - Current
- Developed strong relationships with current and prospective clients to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on financial goals.
- Guided customers through tailored financial solutions from available investment and credit banking options.
- Retained and deepened client relationships by providing personalized financial advice, answering customer queries, and addressing their concerns.
- Streamlined mortgage process by offering personalized solutions aligned with client needs.
- Maintained compliance with operational standards and ensured comprehensive knowledge of products, services, and offerings.
Senior Financial Advisor
Scotiabank
05.2024 - 10.2024
- Provided comprehensive financial planning services that met individual client needs including investment strategies, retirement planning and estate planning.
- Educated clients on financial matters, providing tailored recommendations on investment opportunities, products, and services based on individual needs.
- Maintained regular communication with members to monitor life changes and adjust financial strategies accordingly.
- Develop and implement customized financial solutions including planning and investments.
- Analyzed customer credit data to assess creditworthiness and determine credit limits.
Financial Advisor
Royal Bank of Canada
10.2021 - 05.2024
- Assisted clients with retirement planning, estate planning, investment advice, tax strategies and overall support managing their finances.
- Developed customized financial plans using My Advisor, providing personalized recommendations and facilitating implementation while tracking progress and making necessary adjustments.
- Collaborated with professionals in financial planning, retirement planning, mortgages, and commercial banking to deliver comprehensive financial solutions to clients.
- Coached sales team on credit policies and platform Linx to enhance the customer experience.
- Mentored and trained new team members and worked collaboratively with existing members.
- Assess credit risks associated with applicant requests and determine repayment abilities based on customer goals, plans and needs.
- Monitored client portfolios to ensure alignment with progress and target requirements.
Banking Advisor
Royal Bank of Canada
05.2018 - 10.2021
- Engaged with clients across branch and community, uncovering banking needs and identifying sales and referral opportunities to enhance client satisfaction.
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
- Responded to client-initiated contact, assisting with a full range of financial transactions to ensure seamless banking experiences.
- Actively listen and engage clients in conversation to further understand their individual needs.
- Proactively take ownership of resolving and preventing client banking problems.
- Cultivated and maintained relationships with partners to maximize business opportunities and drive referrals.
Client Advisor
Royal Bank of Canada
03.2015 - 05.2018
- Make the most of each client interaction and contribute to branch sales by connecting with clients, identify additional needs and client solutions either at the counter or referral to branch partner through a booked appointment.
- Delivered superior client experience through professional and accurate service to personal and business clients for everyday banking needs.
- Enhanced client understanding of access choices and benefits while respecting client preferences.
- Demonstrate commitment to personal development and proactively seek out opportunities to improve skills and knowledge.
Education
Diploma in Global Business Management -
Humber College
Toronto01-2011
Master of Business Administration - Marketing
GNDU
India01-2005
Bachelor of Commerce -
Khalsa College
India01-2003
Skills
- Client relationship management
- Loan Processing
- Credit Analysis
- Risk assessment
- Financial Planning
- Wealth Management
- Retirement strategies
- Investment advising
Certification
- IFIC- Investment Funds Institute of Canada, 2017
- Financial Planning1, 2019
- Financial Planning2, 2023
- Personal Financial Planner, 2026
Languages
- ENGLISH, FULL PROFESSIONAL
- HINDI, NATIVE/ BILLINGUAL
- PUNJABI, NATIVE/ BILLINGUAL
Timeline
Personal Banker
TD Bank
06.2025 - Current
Senior Financial Advisor
Scotiabank
05.2024 - 10.2024
Financial Advisor
Royal Bank of Canada
10.2021 - 05.2024
Banking Advisor
Royal Bank of Canada
05.2018 - 10.2021
Client Advisor
Royal Bank of Canada
03.2015 - 05.2018
Diploma in Global Business Management -
Humber College
Master of Business Administration - Marketing
GNDU
Bachelor of Commerce -
Khalsa College