Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

German Brar

Mission,BC

Summary

Focused Financial Advisor with background in providing personalized investment strategies, risk management advice, and comprehensive financial planning services. Strengths include strong analytical skills, exceptional client relationship management and ability to simplify complex financial concepts. Proven success in optimizing client portfolios for long-term growth, and developing strategic financial plans that align with individual client goals.

Overview

8
8
years of professional experience

Work History

Financial Advisor

RBC Royal Bank of Cananda
Abbotsford, British Columbia
03.2020 - Current
  • Processed new loan applications in accordance with established guidelines.
  • Evaluated existing customer accounts for refinancing opportunities or additional services offered by RBC.
  • Deals with clients' lending and investment needs.
  • Provide expertise in unsecured and secured lending using RBC platforms like Linx and Casper.
  • Use the right policies and procedures for approving and managing customer credit limits.
  • Monitor customer account activity to identify any potential risks or issues.

Financial Advisor

TD Bank
Abbotsford, British Columbia
10.2016 - 03.2020
  • Advised customers on the various types of loans available that best meet their individual needs eg. secured and unsecured lending which includes new mortgage purchase, switch mortgages, mortgage refinancing, debt consolidation loans and all type of unsecured lending.
  • Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
  • Conducted regular reviews with clients to discuss progress towards achieving their objectives.

Education

Canadian Investment Fund Course -

IFSE
01-2021

Certificate of Banking-Sales And Service - Banking

University of Fraser Valley
Abbotsford, BC
06-2009

Bachelor of Computer Applications - Computer And Information Sciences

Punjab University
Chandigarh India
03-2006

Skills

  • Client Relations
  • Sales expertise
  • Retirement needs
  • Credit assessments
  • Loan recommendations
  • Loan request evaluation
  • Mortgage lending
  • Debt-to-Income Ratios
  • Income verification

Accomplishments

  • Leadership Award year 2020/2021 (RBC)
  • Dream team Financial Advisor Award 2022/2023 (RBC)
  • Collaboration team award 2023/2024 (RBC)

Timeline

Financial Advisor

RBC Royal Bank of Cananda
03.2020 - Current

Financial Advisor

TD Bank
10.2016 - 03.2020

Canadian Investment Fund Course -

IFSE

Certificate of Banking-Sales And Service - Banking

University of Fraser Valley

Bachelor of Computer Applications - Computer And Information Sciences

Punjab University

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German Brar