GOTAM BHAGAT
MISSISSAUGA,ON
Summary
Dedicated Financial Advisor specialized in Mortgages & Investment with extensive experience in guiding clients through the home financing process. Proven track record of providing exceptional customer service and tailoring mortgage solutions to meet individual needs. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
13
13
years of professional experience
Work History
Mutual Fund Representative
CIBC
10.2024 - 03.2025
- Streamlined operational processes for improved efficiency, enabling timely execution of trades and accurate reporting.
- Provided exceptional customer service, cultivating long-term relationships with clients built on trust and expertise.
- Educated potential clients on the advantages of investing in mutual funds, converting prospects into loyal customers.
- Conducted ongoing due diligence reviews of fund performance against benchmarks providing transparency regarding the progress toward achieving targeted goals.
- Managed risk by diligently monitoring client portfolios, adjusting investment allocations as needed based on market conditions or changes in client objectives.
- Maintained thorough knowledge of mutual funds offerings, keeping clients informed on relevant updates and developments.
- Communicated complex financial concepts in an easily understandable manner, enhancing client confidence in their investment decisions.
Financial Advisor
TD Canada Trust
11.2021 - 10.2024
- Company Overview: TD Canada Trust | Mississauga, ON - Financial Advisor
- Offered clients strategic advice across multiple financial products and services, including Debt Management, Insurance coverage, and Investments.
- Brought in new clients by generating leads through word of mouth, cold calling, and leveraging Relationship Builder.
- Assessing clients' financial situations to determine mortgage affordability.
- Advising clients on suitable mortgage options based on their financial goals and circumstances.
- Monitoring mortgage market trends and recommending refinancing options when beneficial.
- Educating clients on mortgage insurance.
- Explaining different types of mortgages, interest rates, and terms to clients.
Banking Advisor
Royal Bank of Canada
10.2020 - 10.2021
- Company Overview: Royal Bank of Canada | Mississauga, ON - Banking Advisor
- Maintained strong pipeline of incoming leads with networking, cold calling and referrals.
- Guided clients toward profitable and secure financial decisions with persuasion and knowledge of available products.
- Gathered and entered information for pre-approval and loan process, verifying complete and fully compliant loan disclosure packages.
Crew Trainer / Guest Experience Team Leader
McDonald's
09.2012 - 04.2020
- Company Overview: McDonald's | Mississauga, ON - Guest Experience Team Leader and Crew Trainer
- Junior team members were instructed in food handling and customer service protocols.
- Greeted guests, answered menu questions and delivered excellent customer service.
- Managed guest satisfaction by facilitating resolutions in collaboration with staff and other managers.
Data Analyst
Unifirst Canada LTD
06.2018 - 02.2019
- Company Overview: UniFirst Canada LTD | Mississauga, ON
- Updated databases and spreadsheets regularly to track progress.
- Compiled data and prepared spreadsheets to execute assigned deliverables.
- Documented technical specifications and requirements for data collection.
Education
Software Development and Network Engineering
Sheridan College
Investment Funds in Canada (IFIC)
Canadian Securities Institute (CSI)
HCM Functional and Technical Certified Program - People Soft
PeopleSoft ERP ONLINE
Mississauga, ONSkills
- Comprehensive understanding of mortgage product
- Excellent communication and interpersonal skills
- Strong analytical skills to assess financial information
- Ability to explain complex financial concepts in simple terms to clients
- Detail-oriented approach to ensure accuracy in documentation and compliance
- Time management and organizational skills to handle multiple clients
- Portfolio management
- Asset allocation
- Client relationship building
LANGUAGES
ENGLISH Native
Native or Bilingual
HINDI Native
Native or Bilingual
URDU Native
Native or Bilingual
GUJRATI Native
Native or Bilingual
PUNJABI Advanced
Full Professional
Timeline
Mutual Fund Representative
CIBC
10.2024 - 03.2025
Financial Advisor
TD Canada Trust
11.2021 - 10.2024
Banking Advisor
Royal Bank of Canada
10.2020 - 10.2021
Data Analyst
Unifirst Canada LTD
06.2018 - 02.2019
Crew Trainer / Guest Experience Team Leader
McDonald's
09.2012 - 04.2020
Investment Funds in Canada (IFIC)
Canadian Securities Institute (CSI)
HCM Functional and Technical Certified Program - People Soft
PeopleSoft ERP ONLINE
Software Development and Network Engineering
Sheridan College
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