ARMAANPREET SINGH
Brampton,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
2
2
years of professional experience
Work History
Financial Advisor
SOURCE
02.2022 - 12.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
Sales Associate
AMAZON
02.2021 - 01.2022
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Provided positive first impressions to welcome existing, new and potential customers.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
Education
Associate of Applied Science - Sales
Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON08.2022
Skills
- Making Insurance Decisions
- Stock Market Understanding
- Financial Knowledge
- High Net Worth Individuals Marketing
- Cash Handling
- Customer Expectations Management
Timeline
Financial Advisor
SOURCE
02.2022 - 12.2022
Sales Associate
AMAZON
02.2021 - 01.2022
Associate of Applied Science - Sales
Conestoga College Institute of Technology And Advanced Learning
Similar Profiles
Blasina HernandezBlasina Hernandez
Substitute Teacher at SourceSubstitute Teacher at Source
Dustin Posiak-TriderDustin Posiak-Trider
Vice President of Strategic Accounts at SourceVice President of Strategic Accounts at Source
Kevin RobinsonKevin Robinson
Owner at Cabinet Source/ Granite SourceOwner at Cabinet Source/ Granite Source