Gurdeep Singh
Hamilton,ON
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor and Mutual Fund Representative
Scotiabank
07.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
- Provided comprehensive retirement planning services, Borrowing needs such as Mortgages ensuring clients maintain their desired lifestyle post retirement.
Customer Experience Associate
Scotiabank
11.2022 - 07.2023
- Focused on customer retention by inspiring their interest in new product lines.
- Resolved customers' issues related to online purchases, late product deliveries and billing discrepancies to encourage good customer relationships.
- Employed active listening skills to accurately understand customer concerns and address them effectively.
- Resolved complex issues through diligent research, collaboration with colleagues, and implementation of creative solutions.
- Managed approximately 30 incoming calls, emails and faxes per day from customers.
Shift Manager
Burger King
12.2018 - 08.2022
- Contributed to the business' targets by completing monthly sales opportunities.
- Trained and mentored new employees to maximize team performance.
- Cash Handling, Reviewing and submitting day to day transactions.
- Followed extra attention on customer return and long-standing relationships.
- Exercised composure under pressure and in escalated customer service scenarios.
Education
No Degree - Investment Funds in Canada
CSI
CanadaCertificate - Office Administrator
Saskatchewan Indian Institute of Technologies
Prince Albert, SK12.2018
Grade 12 - Commerce
Govt. Pheel Khaana School
Patiala, Punjab03.2017
Skills
- Microsoft Office
- 45WPM Keyboarding
- Relationship building and management
- Retirement planning
- Sales expertise
- Debt management
- Insurance sales
- Stock market understanding
- Risk Assessment
- Financial Advising
Accomplishments
Top 25% of all Scotiabank advisor's in region in last two quarters.
Certification
- INVESTMENT FUNDS IN CANADA, CSI
- 45 WPM Keyboarding Speed - Typist.ca
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Native or Bilingual
Timeline
Financial Advisor and Mutual Fund Representative
Scotiabank
07.2023 - Current
Customer Experience Associate
Scotiabank
11.2022 - 07.2023
Shift Manager
Burger King
12.2018 - 08.2022
No Degree - Investment Funds in Canada
CSI
Certificate - Office Administrator
Saskatchewan Indian Institute of Technologies
Grade 12 - Commerce
Govt. Pheel Khaana School
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