Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Gurbinder Bahniwal

Oliver,BC

Summary

Accomplished financial services professional with a 4-year history of success in wealth management and financial planning. Friendly and personable with an adaptable approach and highly effective at working with clients of all levels and backgrounds with superb communication skills. Self-expressive professional uses variety of materials and techniques to create original works of art for sale or exhibition. Committed to developing and producing high-quality artwork for various purposes.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Woodworker and Artist

Soul And Dust Woodworking And Art
01.2022 - Current
  • Custom wood art and small coffee tables
  • Consulted with clients to discuss commission ideas and style preferences to create mutually agreeable project parameters.
  • Created custom drawings and paintings using fine oils, acrylics, and charcoal on high quality canvas.

Financial Advisor

First West Credit Union
09.2019 - 10.2023
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Managing and reaching targets as high as 2million dollars.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Financial Services Advisor

First West Credit Union
09.2015 - 08.2019
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.

Bank Teller

First West Credit Union
09.2013 - 09.2015
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Processed customer transactions promptly, minimizing wait times.
  • Educated customers on use of banking website and mobile apps.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Woodworker and Artist

Soul And Dust Woodworking And Art
06.2009 - 08.2013
  • Custom wood art and small coffee tables
  • Consulted with clients to discuss commission ideas and style preferences to create mutually agreeable project parameters.
  • Created custom drawings and paintings using fine oils, acrylics, and charcoal on high quality canvas.

Prep Cook

Boston Pizza
05.2006 - 09.2008
  • Controlled food cost and waste by selecting and using correct ingredients and amounts.
  • Received shipments and placed items on proper shelves to restock and organize restaurant pantry.
  • Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.


Education

BBA - Marketing And Management

Okanagan School of Business
Kelowna, British Columbia
06.2009

BBA - Marketing Management

University of British Columbia
Kelowna, British Columbia
06.2009

Skills

  • 15years of Farming experience
  • Multilingual in English and Punjabi
  • Investment Planning
  • Relationship Building and Management
  • Analytical thinker
  • Self motivated

Languages

English
Native or Bilingual
Punjabi
Native or Bilingual

Certification

  • Mutual Funds license
  • OFSA level 1: First Aid
  • 55WPS Typing Test
  • WHMIS level 1

Timeline

Woodworker and Artist

Soul And Dust Woodworking And Art
01.2022 - Current

Financial Advisor

First West Credit Union
09.2019 - 10.2023

Financial Services Advisor

First West Credit Union
09.2015 - 08.2019

Bank Teller

First West Credit Union
09.2013 - 09.2015

Woodworker and Artist

Soul And Dust Woodworking And Art
06.2009 - 08.2013

Prep Cook

Boston Pizza
05.2006 - 09.2008

BBA - Marketing And Management

Okanagan School of Business

BBA - Marketing Management

University of British Columbia

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Gurbinder Bahniwal