Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Ashwin Raj

Ashwin Raj

Trail,Canada

Summary

Skilled financial advisor with strong background in investment strategies, portfolio management, and client relations. Proven ability to drive financial growth and optimize asset allocation. Focused on team collaboration and consistently delivering results. Adaptable with keen understanding of market trends and regulatory requirements.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Advisor

CIBC Imperial Service
02.2024 - Current
  • Developed personalized financial plans to meet client needs and objectives.
  • Analyzed client portfolios to identify investment opportunities and risks.
  • Educated clients on market trends and financial products for informed decision-making.
  • Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Financial Advisor

TD Bank
09.2022 - 01.2024
  • Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
  • By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
  • Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy

Department Manager

No-Frills
04.2019 - 05.2022
  • Performed statistical analyses to gather data for operational and forecast team needs.
  • Introduced new methods, practices and systems to reduce turnaround time.
  • Arranged sales incentives with store management and vendor representatives to reward deserving team members for exceeding expectations.

Credit Analyst

Standard Chartered Bank
03.2017 - 08.2017
  • Conducted presentations to upper management and executive teams for loan recommendations.
  • Assessed credit risk and analyzed financial statements.
  • Improved understanding of financial statements, which helped in assessing risk.
  • Placed customer accounts on hold due to past due payments.

Office Bookkeeper

Royal Financiers Mortgage Solutions
05.2014 - 02.2016
  • Eliminated errors in financial recordkeeping through careful forecasting and budget administration.
  • Posted daily receipts and payments in accordance with corporate protocols.

Education

Certified Financial Planner - Banking

FP Canada
Currently Pursuing

Financial Planning II - Banking And Finance

Canadian Securities Course
02-2025

Canadian Securities Course - CSC

Licensed To Sell Mutual Funds
08.2022

Lending, Retirement And Insurance Supplement - Banking

Canadian Securities Course
03-2025

Certificate - CFSA

Certificate in Financial Services Advice
12.2023

Law, Estate And Tax Supplements - Banking

Canadian Securities Course
03-2025

PGDA - Accounting And Finance

Selkirk College

BBA - E-Banking And Finance

University of Manipal

Skills

  • Growth Portfolios
  • Team Interaction
  • Retail Mortgages
  • Small Business Relations
  • Banking Operations Knowledge
  • Investment advice
  • Relationship building and management

Certification

  • Verified International Academic Qualification
  • Canadian Securities Course
  • Licensed to Mutual Funds and in good standing.

Languages

English
Full Professional
Malayalam
Full Professional

Timeline

Financial Advisor

CIBC Imperial Service
02.2024 - Current

Financial Advisor

TD Bank
09.2022 - 01.2024

Department Manager

No-Frills
04.2019 - 05.2022

Credit Analyst

Standard Chartered Bank
03.2017 - 08.2017

Office Bookkeeper

Royal Financiers Mortgage Solutions
05.2014 - 02.2016

PGDA - Accounting And Finance

Selkirk College

BBA - E-Banking And Finance

University of Manipal

Certified Financial Planner - Banking

FP Canada

Financial Planning II - Banking And Finance

Canadian Securities Course

Canadian Securities Course - CSC

Licensed To Sell Mutual Funds

Lending, Retirement And Insurance Supplement - Banking

Canadian Securities Course

Certificate - CFSA

Certificate in Financial Services Advice

Law, Estate And Tax Supplements - Banking

Canadian Securities Course
Ashwin Raj