Dhvanil Laheru
Hamilton,Canada
Summary
Experienced and dedicated financial advisor with a proven track record in handling diverse financial needs, ranging from retirement planning to investment strategies. Recognized for exceptional client service and driving business growth, as evidenced by the Corporate Top Individual Performer Award. Skilled in strategic planning, marketing, and sales, with a deep understanding of how these factors contribute to business success. Possessing extensive expertise in financial planning, client relationship management, and business analysis. Successfully implemented effective solutions throughout years of experience. Proficient in utilizing analytical tools and methodologies to achieve organizational goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
07.2022 - Current
- Developed and implemented comprehensive financial plans to achieve clients' short-term and long-term goals
- Provided tailored advice on loans, mortgages, savings accounts, investments, and insurance products
- Conducted financial analysis and monitored market trends to determine optimal strategies for clients
- Maintained accurate and compliant CRM records for seamless transaction processing
- Partnered with cross-functional teams to drive improvements in product offerings and customer experience
- Utilized Power BI and Salesforce to analyze data, generate leads, and enhance service delivery
Assistant Manager
Money Mart
04.2021 - 06.2022
- Streamlined operational processes to improve productivity and customer service
- Provided training and mentorship to junior staff, fostering a high-performance culture
- Resolved client inquiries and complaints promptly, ensuring customer satisfaction
Crew Member
McDonald's
08.2020 - 04.2021
- Delivered excellent customer service by educating clients on product offerings and nutritional details
- Handled transactions accurately and efficiently while maintaining high service standards
- Ensured operational efficiency by restocking supplies during peak hours
Education
Master of Business Administration -
Salem University
Salem, WV04.2017
Bachelor of Commerce -
SNCC
Ahmedabad, IND04.2014
Skills
- Financial Planning and Wealth Management
- Investment Banking and Valuation Analysis
- Credit Analysis and Portfolio Management
- Data-Driven Financial Analysis
- Regulatory Compliance Knowledge
- CRM Tools: Salesforce, SharePoint Administration
- Budgeting, Forecasting, and Expense Monitoring
- Advanced Data Analysis with Power BI
- Project Management and Deal Execution
- Effective Presentation Abilities
- Strong Problem-Solving and Decision-Making Abilities
- Collaboration and Influencing Skills
- Data-Driven Strategic Planning
- Analytical thinking
Certification
- Investment Funds in Canada (IFIC)
- Mass media communication and advertisement
- Strong interest in pursuing CFA designation to enhance wealth management expertise.
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Financial Advisor
Scotiabank
07.2022 - Current
Assistant Manager
Money Mart
04.2021 - 06.2022
Crew Member
McDonald's
08.2020 - 04.2021
Bachelor of Commerce -
SNCC
- Investment Funds in Canada (IFIC)
- Mass media communication and advertisement
- Strong interest in pursuing CFA designation to enhance wealth management expertise.
Master of Business Administration -
Salem University
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