Diltaj Kaur
Vancouver,BC
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Wealth Advisor
Vancity Credit Union
Vancouver , BC
2019.12 - Current
- Manage over 200 high net worth clients.
- Developed detailed financial plans for clients that included cash flow analysis, asset allocation, retirement planning, estate planning, insurance review, tax planning and budgeting.
- Monitored market trends and economic conditions to identify potential opportunities or risks in the current environment.
- Collaborated with colleagues across multiple departments to provide seamless service experience for clients and grow business.
- Generated new business leads by attending networking events or seminars within the industry.
- Ensured compliance with all applicable laws, regulations and ethical standards governing wealth management activities.
Treasury
Khalsa Diwan Society
Vancouver , BC
2017.02 - 2020.04
- Participated in meetings with internal teams as well as external partners regarding Treasury related matters.
- Developed relationships with external parties such as banks, auditors and other stakeholders involved in the organization's treasury operations.
- Maintained a record of all cash transactions, including payments and deposits, for the organization's treasury operations.
- Presented reports to the board.
- Evaluated existing processes and procedures relating to treasury activities to identify potential risks or opportunities for improvement.
Financial Planner
Vancity
Vancouver , BC
2011.11 - 2019.12
- Developed retirement strategies tailored to each individual client's needs and objectives.
- Identified areas where additional savings could be made by clients.
- Developed financial plans for clients to help them achieve their long-term goals.
- Conducted regular reviews of clients' financial plans to ensure that their goals were being met or adjusted accordingly.
- Prepared customized investment portfolios based on clients' risk tolerance, goals, and time horizons.
Education
Diploma - Information Technology
Kingston College
Burnaby, BC2006-06
Master of Arts - Business Economics
GNDU
Punjab, India2002-06
Skills
- Retirement planning
- Financial Planning
- Estate Planning
- Debt management
- Tax planning
- Investment strategies
- Asset Allocation
- Portfolio Management
Certification
- CIM
- CFP
- IIROC Licensed
Timeline
Wealth Advisor
Vancity Credit Union
2019.12 - Current
Treasury
Khalsa Diwan Society
2017.02 - 2020.04
Financial Planner
Vancity
2011.11 - 2019.12
Diploma - Information Technology
Kingston College
Master of Arts - Business Economics
GNDU
- CIM
- CFP
- IIROC Licensed
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