Aryan Tyagi
Calgary,Canada
Summary
Dynamic Senior Financial Advisor with a proven track record at Servus Credit Union, excelling in financial analysis and client relationship management. Achieved exceptional results by advising clients on investment strategies and managing risk assessments, fostering trust and delivering tailored solutions that align with their financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Servus Credit Union
Calgary, AB
04.2025 - Current
- Advised clients on investment strategies and financial planning options.
- Managed risk assessments for high-risk customers in financial services sector.
- Reviewed and approved KYC documentation submitted by clients and third parties.
- Reviewed loan applications for completeness and accuracy.
Associate Financial Advisor
Co-operators Financial Investment Services Inc.
Calgary, Alberta
10.2024 - Current
- Provide personalized investment advice, including mutual funds, tailored to clients' financial goals and risk tolerance.
- Perform in-depth financial analyses to recommend optimal solutions, ensuring alignment with short and long-term objectives.
- Cultivate lasting client relationships through proactive communication, trust-building, and expert guidance on market trends.
Banking Advisor II
ATB Financial
Calgary, Alberta
04.2022 - 09.2024
- Surpassed sales targets by 45% through proactive outreach and cross-selling financial products.
- Delivered presentations on budgeting, retirement, and wealth-building strategies.
- Partnered with ATB Wealth to design financial plans for high-net-worth clients.
Sales Representative
Hugo Boss
Calgary, Alberta
12.2019 - 12.2021
- Consistently exceeded monthly sales targets by 30% through personalized styling and product recommendations.
- Fostered strong client relationships, driving repeat business and improving customer loyalty.
- Reduced theft incidents by 15% by implementing strategic loss prevention measures.
Customer Service Representative
CIBC
Calgary, Alberta
12.2018 - 08.2021
- Resolved fraud cases and disputes promptly, upholding the bank's integrity.
- Streamlined onboarding, cutting account opening time by 20% and enhancing satisfaction.
- Managed 100+ daily interactions, resolving financial queries with efficiency and care.
- Consistently achieved sales targets by cross-selling tailored financial products to meet client needs.
Education
Master of Business Administration - Entrepreneurship & Innovation
University of Calgary
Calgary, Alberta12-2025
Bachelor of Business Administration - Management, Finance and Economics
Mount Royal University
Calgary, Alberta12.2021
Skills
- Financial analysis
- Investment strategies
- Risk assessment
- Client relationship management
- Financial modeling
- Market research
Certification
- Canadian Investment Funds Course (IFSE Institute)
- X-Culture Global Collaboration Experience Certificate.
- Completed a business exchange program at IPADE Business School, Mexico City, and received a certificate of achievement.
Volunteer Experience
- Alumni Relations Volunteer, Mount Royal University, Calgary, Alberta, 01/01/23, Present, Engaged alumni through events and initiatives, strengthening ties with the university community., Coordinated networking opportunities and panels, enhancing alumni-student interactions.
- International Student Support Centre (ISSC) Volunteer, Mount Royal University, Calgary, Alberta, 01/01/19 to 01/01/21, Provided academic advising to international students, assisting with program completion and transfers., Organized cultural and social activities, fostering community engagement.
Achievements And Awards
- Nominated for Outstanding Alumni 2023, Mount Royal University.
- Achieved 229% of annual sales target, outperforming nearest competitor by 146%.
- Ranked Top 30 in CIBC's National Leaderboards for 2020 and 2021.
- CIBC Moment Maker for generating $1.3 million in new business.
- Two-time quarterly performance award winner at ATB Financial and CIBC.
- Selected for ATB Amplifier Program.
References
References available upon request.
Timeline
Senior Financial Advisor
Servus Credit Union
04.2025 - Current
Associate Financial Advisor
Co-operators Financial Investment Services Inc.
10.2024 - Current
Banking Advisor II
ATB Financial
04.2022 - 09.2024
Sales Representative
Hugo Boss
12.2019 - 12.2021
Customer Service Representative
CIBC
12.2018 - 08.2021
Master of Business Administration - Entrepreneurship & Innovation
University of Calgary
Bachelor of Business Administration - Management, Finance and Economics
Mount Royal University
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