GRISHIKA ARORA

Ottawa,ON

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

years of professional experience

Certification

Work History

BANKING ADVISOR

Scotiabank

2022.06 - Current

Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

SWING MANAGER

McDonald's

2019.02 - Current

Oversaw balancing of cash registers, reconciled transactions and deposited establishment's earnings to bank.
Organized and oversaw food service training to educate employees on resetting tables, relaying orders to cooks and upselling food and beverages.
Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.

Customer Service Associate

COMMITTED CARGO GROUP

2017.08 - 2018.08

Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Checked import and export documentation to determine cargo contents and classified goods into different tariff or fee groups.

Education

Bachelor of Economics - Economics

Carleton University

Ottawa, ON

06.2022

Skills

Professional Relationships
Retirement Needs
Customer Care

Investment Analysis
Mutual Funds and Liabilities