Chintan Oza CFA
Scarborough,ON
Summary
Enthusiastic finance professional interested to pursue career in Public services and business development.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
CIBC Imperial Service
01.2018 - Current
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Assisted high-net-worth individuals in wealth preservation through Investment planning.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Monitored and updated financial plans to comply with client goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Private Banking Relationship Manager
HDFC Bank
01.2016 - 01.2017
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Developed new business opportunities by networking at industry events and leveraging existing client relationships for referrals.
- Conducted financial due diligence on potential investments and acquisitions.
- Developed strategic plans for day-to-day financial operations.
Business Analyst
Vserv Digital Services
01.2012 - 01.2016
- Developed and maintained data warehouses and data marts to support business operations.
- Identified patterns and trends in large data sets and provided actionable insights.
- Collaborated with stakeholders to define project objectives and criteria.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
- Enabled data-driven decision making with advanced analytics tools, generating valuable insights for the organization.
Education
Chartered Financial Analyst - Accounting And Finance
CFA Institute USA
Viriginia USA06.2011
Bachelors of Commerce - Commerce and Business Administration
University of Mumbai
Mumbai India06.2008
Skills
1) Leadership and project management skills
2) Stakeholder management and consultation skills
3)Knowledge of Ontario's and India's governments, economies, decision-making processes, and business cultures
4)Computer proficiency in spreadsheet preparation, research, and report writing
5)Political acuity
6)Analytical and problem-solving skills
7) Investment and trade
8)Foreign Direct investment (FDI)
9) International Trade
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Certification
CFA - CFA institute USA
Timeline
Financial Advisor
CIBC Imperial Service
01.2018 - Current
Private Banking Relationship Manager
HDFC Bank
01.2016 - 01.2017
Business Analyst
Vserv Digital Services
01.2012 - 01.2016
Chartered Financial Analyst - Accounting And Finance
CFA Institute USA
Bachelors of Commerce - Commerce and Business Administration
University of Mumbai
CFA - CFA institute USA
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