Summary
Overview
Work History
Education
Skills
Volunteer Experience
Accomplishments
References
Timeline
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Arpit Ahuja

Calgary,AB

Summary

Strategic in financial management, thrives on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.

Overview

7
7
years of professional experience

Work History

Relationship Manager, Commercial Markets

Servus Credit Union
Calgary, AB
06.2025 - Current
  • Results-driven Commercial Relationship Manager with experience in structuring business lending solutions, managing diverse portfolios, and delivering tailored financial strategies. Proven ability to build strong client relationships, drive portfolio growth, and ensure compliance in a fast-paced, regulated environment.

Senior Business Advisor

Servus Credit Union
11.2024 - 06.2025
  • Oversee management of business portfolio in North Calgary region, ensuring compliance with lending limits and adjudication risk responsibilities.

Independent Business Advisor I

connectFirst Credit Union
Calgary, AB
09.2023 - 01.2025
  • Oversaw management of extensive portfolio encompassing numerous small businesses.

Independent Business Advisor

connectFirst Credit Union
Calgary, AB
12.2022 - 09.2023
  • Responsible for managing, underwriting and maintaining a portfolio of diversified commercial accounts.
  • I analyze businesses through their financial statements and advise members on how they can grow and achieve their goals.
  • I develop and maintain relationships with members as well as pursues new members through referrals, business development, and contacts in the community.
  • The Business Banking role allows me to use various skillsets which encourages versatility and consistency in the financial analysis and services sector of banking.

Certified Specialist

Best Buy Canada
08.2021 - 12.2022
  • Customer service and product solution advice as well as technology and software repairs within computing and other electronic products.

Sales Associate

Watch Station International
11.2018 - 08.2021
  • Assisted customers with any questions or services requested, regarding advertised products in watches and other jewelry.
  • Trusted with important responsibilities such as stock and floor setting.
  • Given keyholder responsibilities and leadership roles to help guide newer employees.

Education

MBA - Finance

University of Calgary – Haskayne School of Business
Calgary
01.2026

Certificate - Financial Accounting

Harvard Business School Online
12.2023

BBA - Finance, Analysis

Mount Royal University
Calgary, AB
06-2023

High School Diploma -

John G. Diefenbaker High School
Calgary, AB
06-2016

Skills

  • Microsoft Excel, Word, and PowerPoint
  • Communications
  • Financial analysis
  • Business development
  • Portfolio management
  • Public speaking
  • Banking
  • Performance analysis
  • Team leadership
  • Client relationships

Volunteer Experience

Sant Nirankari Mission / Church of Universal Brotherhood, Organizing Youth Committee Member / Youth Mentor, 09/01/14, Present, One of the organizers of the International Nirankari Youth Conference 2015 held in July, hosting over 1000 participants from England, Australia, India, and various parts of USA and Canada., Present in weekly conferences pertaining to peaceful coexistence, humanity, spirituality, global unity, and community service., Intensively involved in the maintenance of the church, which is being used currently as a multicultural centre for social non-profit events., Organize and participate in various community initiatives such as Habitat for Humanity, CIBC Run for the Cure of Breast Cancer, and donating blood with the Canadian Blood Services.

Accomplishments

  • Jason Lang Scholarship Mount Royal University (2021)
  • Entrepreneur Innovation Contest - 1st in Class, 3rd in faculty - Mount Royal University (2019)
  • Mock Trial Competition - 1st Place - John G. Diefenbaker Highschool (2016)

References

References available upon request.

Timeline

Relationship Manager, Commercial Markets

Servus Credit Union
06.2025 - Current

Senior Business Advisor

Servus Credit Union
11.2024 - 06.2025

Independent Business Advisor I

connectFirst Credit Union
09.2023 - 01.2025

Independent Business Advisor

connectFirst Credit Union
12.2022 - 09.2023

Certified Specialist

Best Buy Canada
08.2021 - 12.2022

Sales Associate

Watch Station International
11.2018 - 08.2021

MBA - Finance

University of Calgary – Haskayne School of Business

Certificate - Financial Accounting

Harvard Business School Online

BBA - Finance, Analysis

Mount Royal University

High School Diploma -

John G. Diefenbaker High School
Arpit Ahuja