Bharti Bharti
Edmonton,CA
Summary
Experienced and results-driven Financial Planner/Advisor with a diverse background in financial services, business development, and childcare management. Proven track record in managing portfolios, enhancing client satisfaction, and driving revenue growth across various sectors. Adept at building strong relationships, streamlining operations, and delivering exceptional customer service. Currently operating a non-profit daycare while contributing to business development in the real estate and childcare sectors.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Mortgage Specialist
RBC
Edmonton, CA
11.2020 - 10.2024
- Provided expert advice on mortgage products and services, assisting clients with homeownership and investment needs.
- Proven sales track record of over 25 million yearly for 4 years
- Rookie of the Year 2022 with over 40 million disbursed
- Developed tailored mortgage solutions, improving client satisfaction and driving business growth.
- Collaborated with internal teams to streamline processes and improve service delivery.
Financial Advisor/Alternate Branch Compliance Officer
RBC
Edmonton, CA
01.2018 - 11.2020
- Managed client portfolios, providing comprehensive financial advice and services.
- Ensured compliance with regulatory requirements and internal policies, mitigating risks.
- Contributed to branch growth through successful client acquisition and relationship-building.
Financial Advisor (MFDA)
CIBC
Edmonton, CA
02.2017 - 12.2017
- Managed a portfolio of professionals and small business clients, providing tailored investment and retirement planning.
- Worked closely with partner referrals, such as Commercial Banking and Private Banking, to expand business opportunities.
- Achieved 100% Net Promoter Score (NPS) for the portfolio, reflecting excellent client satisfaction.
Senior Financial Services Representative - Small Business
CIBC
Edmonton, CA
07.2015 - 02.2017
- Managed both small business and personal clients, providing personalized financial services.
- Contributed to branch growth and revenue through strategic referrals and offering relevant financial products.
- Maintained a 100% NPS, indicating strong client loyalty and satisfaction.
Financial Services Representative
CIBC
Edmonton, CA
07.2014 - 05.2015
- Provided financial advice and assistance to both personal and business clients, ensuring a high-quality banking experience.
- Contributed to the success of a newly established branch by attracting and retaining clients.
- Specialized in credit and investment services for both personal and business needs.
Financial Service Representative
CIBC
Saskatchewan, Canada
07.2013 - 07.2014
- Delivered expert financial advice and services to clients, focusing on satisfaction and long-term relationships.
- Ensured the delivery of banking services aligned with client expectations and goals.
Education
Associate's Degree - Business Administration and Management, General
Centennial College School of Business
01.2013
Early Childhood Education and Teaching -
Portage College
Skills
- Business Ownership
- Financial Planning
- Client Relationship Management
- Regulatory Compliance
- Team Leadership & Development
Certification
- Personal Financial Services Advice
- Star Performance Certificate
- Branch Compliance Officer
- Financial Planning 2
- CSC (Canadian Securities Course)
Accomplishments
- Excellent Attendance Award
- Star Performance Certificate
- Client Satisfaction Recognition
- Rookie of the Year - 2022
Additional Experience
- Director of Business Development
- Imperium Ventures Inc., Toronto, CA
- January 2024 – Present
- Lead business development efforts in three key sectors: innovative childcare services, strategic real estate investments, and real estate development.
- Drive growth and success through strategic initiatives, fostering community engagement, and identifying new market opportunities.
- Collaborate with key stakeholders to expand the company's portfolio and business ventures.
- Childcare Owner
- Sunrays Daycare and OSC, Beaumont, CA
- May 2023 – Present
- Manage day-to-day operations of a non-profit daycare, prioritizing the well-being and education of children.
- Develop and implement programs that foster child development in a nurturing, supportive environment.
- Build strong relationships with parents and staff, ensuring the highest level of care and safety for all children.
Timeline
Mortgage Specialist
RBC
11.2020 - 10.2024
Financial Advisor/Alternate Branch Compliance Officer
RBC
01.2018 - 11.2020
Financial Advisor (MFDA)
CIBC
02.2017 - 12.2017
Senior Financial Services Representative - Small Business
CIBC
07.2015 - 02.2017
Financial Services Representative
CIBC
07.2014 - 05.2015
Financial Service Representative
CIBC
07.2013 - 07.2014
Associate's Degree - Business Administration and Management, General
Centennial College School of Business
Early Childhood Education and Teaching -
Portage College
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