Bhavtik Koradia
North York,ON
Summary
Results-driven and detail-oriented professional with over 3 years of experience in retail and financial management, specializing in analysis and reporting services. Proven ability to collaborate effectively with stakeholders, lead work streams, and consistently deliver optimal results within tight deadlines. Acknowledged as a decisive leader and outstanding team player, demonstrating a passion for continuous learning and professional growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Planning Associate II
TD Wealth
Toronto, ON
10.2021 - Current
- Demonstrated proficiency in Risk and Relationship Management while meticulously analyzing clients' investment portfolios aligned with their risk profiles.
- Strategically presented high-net-worth clients with tailored investment options to enhance yields while minimizing risk.
- Established relationships with customers by providing personalized service and advice.
- Expertly analyze, evaluate, and recommend ETF and mutual fund investments, leveraging in-depth market knowledge and risk management principles to optimize portfolios and maximize returns. Skilled in conducting thorough research and due diligence, assessing fund objectives, historical performance, and regulatory compliance.
- Expertly crafted Shell plans on Wealth Architecture and conducted insightful What If Scenarios to comprehensively evaluate portfolios, aligning them with client objectives and risk tolerance
- Worked closely with Wealth Investment Officers to develop executive summaries, portfolio commentaries, and detailed reports, incorporating risk metrics and benchmark composition. Integral part of the team, supporting Financial Planners through financial due diligence, KYC procedures, portfolio maintenance, and the creation of comprehensive financial reports and client documentation.
- Engaged in continuous data analysis from various sources, identifying opportunities for operational improvements within the department.
- Exemplified commitment to excellence by creating impactful training materials and conducting department wise presentations on new processes and procedures.
- Proficient in Microsoft Excel with advanced skills in VBA and macros, enabling automation of tasks, creation of complex functions, and enhancement of spreadsheet functionalities to streamline processes and increase efficiency.
- Actively provided training and shadow opportunities for new hires, contributing to the overall development and success of the team.
Personal Banking Representative
Canadian Imperia Bank of Commerce (CIBC)
Toronto, ON
08.2021 - 10.2021
- Proactively championed the promotion of deposit accounts, investment, protection, credit, and loan products and services, showcasing a keen focus on client needs.
- Expertly guided clients through the acquisition of retail banking and credit products, ensuring a seamless and tailored banking experience.
- Aided clients in fulfilling their banking requirements, exhibiting a thorough understanding and adherence to Anti-Money Laundering regulations.
- Systematically documented research findings, supporting risk-based decision-making, and effectively resolved escalated fraud incidents.
Merchandising Department Manager
Walmart Canada
Toronto, ON
04.2019 - 08.2021
- Monitored store metrics, meticulously designing and assigning strategies.
- Cross-trained comprehensively in every store role, optimizing operational knowledge.
- Collaborated seamlessly with staff to maximize customer satisfaction, streamline procedures, and enhance bottom-line profitability.
Commodity Trader Intern
Rishabh Enterprise
Anjar, Gujarat, India
05.2017 - 12.2017
- Assessed buyer ability meticulously, investigating financial resources and creditworthiness, while analyzing risk in alignment with company and client risk appetite.
- Engaged closely with existing and prospective customers, delivering financial reviews, discussing portfolio updates, and suggesting personalized solutions based on their financial goals.
- Supported commodity transactions and operations of the company, providing essential sales support.
Accounting and Auditing Assistant
CA Shah and Associates
Anjar , Gujarat, India
04.2016 - 04.2017
- Thoroughly researched and rectified data and account variances.
- Ensured accuracy, integrity, and compliance with standards in data points, documentation, and financial postings.
- Developed a profound understanding of the company's audit methodology, approach, and tools under the supervision of licensed auditors.
Education
Post-Graduate Certificate - Business Administration
York University
Toronto, ONPost-Graduate Certificate - Professional Financial Services
Fanshawe College
London, ONPost-Graduate Diploma - Investment And Financial Analysis
S. D. School Of Commerce
AhmedabadBachelor of Commerce - Financial Analysis
Som-Lalit College Of Commerce
AhmedabadSkills
- Generating complex reports and documentation of findings
- Technical Skills - Salesforce CRM Tool, Tableau, Microsoft Office Suite
- Relationship Management
- MS Office Excel VBA and Macro
- Communication and collaboration
- Presentation material preparation
- Attention to detail and high degree of accuracy
- Dealing and managing data of high level of confidentiality
- Team building and Leadership
- Risk Management and Industry Analysis
- Business process improvement
- Training & development
- Sales Support
- Data Validation
Certification
- Canadian Securities Course, Canadian Securities Institute - January 2021
- Conduct and Practice Handbook, Canadian Securities Institute - January 2022
- Wealth Management Essentials, Canadian Securities Institute - May 2023
Accomplishments
- Garnered the prestigious Q1 Star Award for Exceptional Performance in 2023, consistently earning high praise and recognition from esteemed Financial Planners and Team Manager for excellence in performance.
- Actively contributed to driving innovation and professional growth as a Valued Member of the Business Transformations and Career Development Committees.
- Spearheaded Team Success as Department Team Lead, delivering outstanding results and exceeding targets.
- Empowered team members through comprehensive Training Initiatives and Engaging Refresher Presentations.
- Secured Victory in Stock Competitions at both Fanshawe College and York University, showcasing strategic prowess and market acumen
Timeline
Financial Planning Associate II
TD Wealth
10.2021 - Current
Personal Banking Representative
Canadian Imperia Bank of Commerce (CIBC)
08.2021 - 10.2021
Merchandising Department Manager
Walmart Canada
04.2019 - 08.2021
Commodity Trader Intern
Rishabh Enterprise
05.2017 - 12.2017
Accounting and Auditing Assistant
CA Shah and Associates
04.2016 - 04.2017
Post-Graduate Certificate - Business Administration
York University
Post-Graduate Certificate - Professional Financial Services
Fanshawe College
Post-Graduate Diploma - Investment And Financial Analysis
S. D. School Of Commerce
Bachelor of Commerce - Financial Analysis
Som-Lalit College Of Commerce
- Canadian Securities Course, Canadian Securities Institute - January 2021
- Conduct and Practice Handbook, Canadian Securities Institute - January 2022
- Wealth Management Essentials, Canadian Securities Institute - May 2023
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