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
6
6
years of professional experience
1
1
Certification
Work History
BANKING ADVISOR
Scotiabank
06.2022 - 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
02.2019 - 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
08.2017 - 08.2018
- 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, ON06.2022
Skills
- Professional Relationships
- Retirement Needs
- Customer Care
- Investment Analysis
- Mutual Funds and Liabilities
Certification
- Certified Mutual Fund Representative , CANADIAN SECURTITES INSTITUTE - 2023
Timeline
BANKING ADVISOR
Scotiabank
06.2022 - Current
SWING MANAGER
McDonald's
02.2019 - Current
Customer Service Associate
COMMITTED CARGO GROUP
08.2017 - 08.2018
Bachelor of Economics - Economics
Carleton University
Similar Profiles
Valeria HernandezValeria Hernandez
Project Controller at ScotiabankProject Controller at Scotiabank
Jasleen KamalJasleen Kamal
Financial Advisor at ScotiabankFinancial Advisor at Scotiabank
Gurpreet SinghGurpreet Singh
Senior Financial Advisor at ScotiabankSenior Financial Advisor at Scotiabank
Ashley DaweAshley Dawe
CLIENT RELATIONSHIP MANAGER at ScotiabankCLIENT RELATIONSHIP MANAGER at Scotiabank
Youssef BoushabYoussef Boushab
After-school Tutor at Self-employeedAfter-school Tutor at Self-employeed