Ayush Pandey
Associate Financial Advisor
Oshawa
Summary
Dynamic professional with experience at Bank of Nova Scotia, excelling in client management and financial analysis. Proven ability to enhance investment strategies through market research and regulatory compliance. Recognized for building strong client relationships and delivering tailored financial solutions that drive success and satisfaction.
Overview
1
1
year of professional experience
2
2
Certifications
5
5
Languages
Work History
Hardscaper
Ontario Hardscaping
07.2025 - Current
- Assisted in the installation of patios and walkways, ensuring adherence to safety standards and project timelines.
- Collaborated with team members to prepare job sites, contributing to efficient project execution and quality finishes.
- Operated tools and equipment effectively, maintaining safety protocols to minimize risks and enhance workflow efficiency.
- Supported landscape designs by setting up hardscape features, enhancing the overall aesthetic and functional value of properties.
- Managed over 50 customers call each day.
- Increased the Sales by 5%
Mutual Fund Sales Representative
Bank of Nova Scotia
03.2025 - 07.2025
- Developed and maintained strong client relationships by providing tailored financial solutions to meet individual investment goals.
- Executed daily transactions and managed client accounts, ensuring compliance with regulatory standards and internal policies.
- Conducted market research to identify emerging trends, enhancing client investment strategies and decision-making processes.
- Collaborated with team members to create informative presentations, effectively communicating complex financial products to clients.
- Managed over 50 Sales call on a daily basis.
Education
Associate of Arts - Finance
Durham College
Oshawa 05.2001 -
Skills
Investment performance evaluation
Client relationship management
Portfolio management strategies
Consumer insights research
Regulatory adherence
Risk assessment
Team collaboration
Certification
Canadian Securities Couse
Timeline
Canadian Securities Couse
12-2025
Hardscaper
Ontario Hardscaping
07.2025 - Current
MS-Office Expert
05-2025
Mutual Fund Sales Representative
Bank of Nova Scotia
03.2025 - 07.2025
Associate of Arts - Finance
Durham College
05.2001 -
Similar Profiles
Ricardo VegaRicardo Vega
Business Owner at Grand Designs Landscaping & Hardscaping LLCBusiness Owner at Grand Designs Landscaping & Hardscaping LLC
Jostin CaloJostin Calo
Marketing/Public Relations Manager at Garden Lights Landscaping and HardscapingMarketing/Public Relations Manager at Garden Lights Landscaping and Hardscaping
Kai CraigKai Craig
Laborer at SC HardscapingLaborer at SC Hardscaping
Cooper GrahamCooper Graham
Floor Remover at Private ClientFloor Remover at Private Client
Maria Jose Valdivia del SolarMaria Jose Valdivia del Solar
Gymnastics Coach at Gemini GymnasticsGymnastics Coach at Gemini Gymnastics