Gurdeep Kaur Sidhu
Brampton,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
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
Royal Bank Of Canada, RBC
Vaughan, ON
07.2022 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Collaborated with other departments to promptly process loan applications.
- Developed strong relationships with customers through high levels of customer service.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
Banking Advisor
Royal Bank Of Canada, RBC
Vaughan, ON
07.2021 - 06.2022
- Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
- Evaluated risk and demand deposit balances of each account to properly price loans to meet profitability standards.
- Worked with customers to procure updated financial information on continuous basis.
Client Advisor, Business Services
Royal Bank Of Canada, RBC
Etobicoke, ON
08.2018 - 06.2021
- Opened new accounts according to laid down rules and guidelines.
- Informed and suggested new banking products to customers.
- Completed daily logs, tracked data and managed clients' book of business.
- Assisted customers in depositing and withdrawing cash.
- Adhered to AML/BSA requirements, audit procedures and other regulated banking activity.
- Assessed client's viability for financial services and facilitated closings and referrals.
Night Auditor Supervisor
Comfort Inn & Suites
Abbotsford, BC
01.2012 - 07.2018
- Kept accounts in balance and ran daily reports to verify totals.
- Responded to guest needs quickly and efficiently, noting changes in reservations or special needs for day crew.
- Controlled cash and credit card payment transactions at front desk to successfully reduce errors.
- Oversaw night auditing of daily room occupancy and hotel revenue.
- Handled all duties and tasks for night manager and concierge during busy periods to maintain front desk efficiency.
Education
Associate of Commerce And Business Administration - Business Administration
Columbia College
Vancouver, BC04.2013
Bachelor of Commerce - Accounting And Finance
GHG College
Punjab, India03.2011
Skills
- Business Development
- Retirement Needs
- High Net Worth Individuals Marketing
- Financial Knowledge
- Prospective Client Engagement
- Financial Services
Certification
- The Investment Funds in Canada (IFIC), Canadian Securities Institute ( CSI) - 2019
- Personal Financial Services Advice (PFSA) , Canadian Securities Institute ( CSI) - 2021
- Financial Planning I , Canadian Securities Institute ( CSI) - 2022
Accomplishments
- Achieved RBC Team leader Award 2019
- RBC Quarterly winner for higher performance 2021 and 2022
Timeline
Financial Advisor
Royal Bank Of Canada, RBC
07.2022 - Current
Banking Advisor
Royal Bank Of Canada, RBC
07.2021 - 06.2022
Client Advisor, Business Services
Royal Bank Of Canada, RBC
08.2018 - 06.2021
Night Auditor Supervisor
Comfort Inn & Suites
01.2012 - 07.2018
Associate of Commerce And Business Administration - Business Administration
Columbia College
Bachelor of Commerce - Accounting And Finance
GHG College
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