CHETAN ANAND
Victoria,Canada
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
5
5
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Island Savings
05.2024 - Current
- Assisted clients with financial planning to meet financial goals.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Managed client portfolios on consistent basis and contacted clients to provide details on investments.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Engaged prospective clients in effort to build and develop new business opportunities.
Lending Specialist
ATB (Alberta Treasury Branches)
09.2023 - 04.2024
- Enhanced loan application approval rates by conducting thorough credit analyses and evaluating borrower''s financial status.
- Streamlined lending process for clients, guiding them through document preparation and submission requirements.
- Collaborated with underwriting team to assess risk factors, ensuring compliance with lending policies and regulations.
- Managed complex lending transactions, coordinating with multiple departments to ensure timely completion.
- Developed strong relationships with clients by serving as a trusted advisor on their lending needs, resulting in increased client retention rates.
Senior Financial Advisor
Scotiabank
01.2023 - 08.2023
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Facilitated presentation and recommendation of services by optimizing client relationships.
Financial Advisor
Scotiabank
01.2020 - 01.2023
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Facilitated new clients onboarding process from day to day accounts and investment account setup.
- Conducted in-depth financial analysis for personal and small business clients, carefully considered borrower's credit history, income stability, and debt-to-income ratio
- Consistently met and exceeded performance targets, recognized as top-performing financial advisor, and received accolades for outstanding contribution to team and bank.
Banking Advisor
Royal Bank of Canada
08.2019 - 09.2020
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
- Conducted comprehensive financial reviews to identify clients'' needs and recommend appropriate solutions.
Education
Business Management Diploma - Business Management
HUMBER COLLEGE
12.2014
Skills
- Financial Modelling
- Loan Origination
- Credit Analysis
- Financial Analysis
- Active Listening
- Risk Assessment
- Portfolio and relationship management
- Retirement Planning
Certification
- MUTUAL FUND LICENSE IFSE
- RFRA1
- RFRA2
- INCOME TAX
- RISK MANAGEMENT
- INVESTMENT PLANNING
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Full Professional
Gujarati
Full Professional
Timeline
Senior Financial Advisor
Island Savings
05.2024 - Current
Lending Specialist
ATB (Alberta Treasury Branches)
09.2023 - 04.2024
Senior Financial Advisor
Scotiabank
01.2023 - 08.2023
Financial Advisor
Scotiabank
01.2020 - 01.2023
Banking Advisor
Royal Bank of Canada
08.2019 - 09.2020
Business Management Diploma - Business Management
HUMBER COLLEGE
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