ARSHVIR SINGH BHANGOO
Toronto,ON
Summary
Dynamic and results-driven Manager with over 5 years of experience in financial services and consulting delivery. Proven ability to lead high-performing teams, optimize workflows, and drive operational excellence. Skilled in strategic planning, resource allocation, and process improvement to enhance client experience and achieve organizational goals. Overall experience managing 8–10 FTEs and training 50+ employees across multiple roles. Deep expertise in RESP administration, government grants, performance management, and process improvement, with a strong focus on client experience and scalable delivery.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Manager, Consulting Delivery
CGI
11.2024 - Current
- Lead daily operational management and resource allocation for the RESP business unit following transition from IGM to CGI.
- Partner with cross-functional teams on strategic initiatives focused on employee development, engagement, and superior client experience.
- Coach and manage team performance to meet and exceed quality and productivity targets.
- Collaborate with Workforce Management to optimize workflows and ensure SLAs are consistently achieved.
- Analyze performance metrics to identify root causes, trends, and improvement opportunities.
- Support and manage business process improvement initiatives, including representation on departmental and corporate projects.
- Apply deep business knowledge to resolve escalated and time-sensitive issues efficiently.
- Traveled to Manila to support the onboarding and training of the first-ever overseas RESP team, assisting with knowledge transfer, operational readiness, and new-hire training. Resolve escalated, time-sensitive operational and client issues.
RESP Team Leader
Mackenzie Investments
09.2024 - 11.2024
- Led and coached RESP team members with a focus on quality, productivity, and performance excellence.
- Managed workflow planning and collaborated with Workforce Management to ensure effective utilization of team resources.
- Analyzed performance data to identify trends and implement targeted improvements.
- Supported business process improvement initiatives and assisted with escalated client matters.
RESP Specialist
Mackenzie Investments
07.2022 - 08.2024
- Facilitated classroom and virtual training for new and existing staff.
- Provided ongoing coaching and support to improve quality, compliance, and adherence to best practices.
- Identified operational trends and areas for improvement to inform training, coaching, and content development.
- Communicated procedural updates and best practices through multiple communication channels.
- Assisted coordinators with complex client requests and escalations.
RESP Coordinator
Mackenzie Investments
09.2021 - 06.2022
- Interpreted and analyzed documentation for processing mutual fund investments in RESP accounts.
- Processed transactions including account setups, PACs, purchases, sells, transfers, and systematic requests.
- Reviewed beneficiary eligibility and applied for government grants including EAP, CLB, QESI, and other provincial incentives in accordance with regulatory guidelines.
- Supported internal teams and external clients with NIGO resolutions and service requests.
Administration Officer
Laurentian Bank of Canada
06.2019 - 09.2021
- Administered and processed financial and non-financial transactions, including mutual fund withdrawals and deregistrations.
- Researched, reconciled, and balanced financial accounts to identify discrepancies and implement corrective actions.
- Responded to inquiries from internal and external stakeholders, including customer service teams and financial advisors.
- Managed escalated issues through direct communication with senior stakeholders and related departments.
- Utilized banking platforms including Fundserv and T24 (Temenos).
Quantitative Analyst Intern
Ironbound Consulting Group
Toronto, Ontario
07.2018 - 09.2018
- Worked on a project related to Bitcoin. Using R, I calibrated Bitcoin data to several different GARCH (Generalized Autoregressive Conditional Heteroskedasticity) models and analyzed statistical metrics for best model selection.
- Coded and ran simulation algorithms to generate 5-year Bitcoin price scenarios.
- From these different model scenarios, the worst cases helped the company analyze and compute cash flow Tail Value at Risk for reinsurance requirements.
Education
Honors Bachelor of Science - Economics
University of Toronto
TorontoSkills
- Leadership and team management
- Operational excellence
- Process improvement
- Strategic planning
- Performance analysis
- Client relationship management
- Financial transactions and RESP administration
- Training and development
Certification
- Canadian Securities Course (CSC)
- Bloomberg Essentials
Tools and Software
- Office 365
- Adobe
- Fundserv
- T24
- Rightfax
Timeline
Manager, Consulting Delivery
CGI
11.2024 - Current
RESP Team Leader
Mackenzie Investments
09.2024 - 11.2024
RESP Specialist
Mackenzie Investments
07.2022 - 08.2024
RESP Coordinator
Mackenzie Investments
09.2021 - 06.2022
Administration Officer
Laurentian Bank of Canada
06.2019 - 09.2021
Quantitative Analyst Intern
Ironbound Consulting Group
07.2018 - 09.2018
Honors Bachelor of Science - Economics
University of Toronto