Gurman Singh
Toronto,ON
Summary
Results-driven professional with a background in client relations, strategic advising, and business analytics, seeking a Financial Advisor role. Strong expertise in customer engagement, financial problem-solving, and data-driven decision-making. Proven ability to bridge communication between clients and operations, ensuring optimal financial solutions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Sales Representative
Teleperformance (Client: Scotiabank)
Toronto, ON, Ontario
03.2024 - Current
- Provided financial advice to clients on various banking products, including insurance, credit, and investment solutions.
- Conducted needs assessments to identify appropriate financial products tailored to client goals.
- Assisted clients with risk management strategies and long-term financial planning.
- Built strong client relationships through proactive engagement and personalized financial recommendations.
- Met and exceeded sales targets while ensuring compliance with financial regulations and best practices.
Software Tester
CAAT Pension Plan
Toronto, Ontario
01.2023 - 01.2024
- Provided financial advice to clients on various banking products, including insurance, credit, and investment solutions.
- Conducted needs assessments to identify appropriate financial products tailored to client goals.
- Assisted clients with risk management strategies and long-term financial planning.
- Built strong client relationships through proactive engagement and personalized financial recommendations.
- Met and exceeded sales targets while ensuring compliance with financial regulations and best practices.
Client Relationship Lead
Seth Hospitality Services
Toronto, ON
11.2021 - 01.2023
- Cultivated strong relationships with clients to understand their needs, and provided personalized solutions, ensuring high levels of satisfaction and retention.
- Collaborated with clients to create tailored service plans that aligned with their goals, fostering trust and long-term partnerships.
- Managed regular communication with clients, addressing concerns, providing updates, and offering solutions to enhance overall client experience.
Education
Bachelor in Engineering - Software Engineering
Centennial College
Scarborough, ON04-2024
Skills
- Client Relationship Management
- Financial Analysis & Advisory
- Problem-Solving & Decision-Making
- Risk Assessment & Mitigation
- Business Analytics & Data Interpretation
- Customer Needs Assessment
- Sales & Negotiation
- CRM & Financial Software Proficiency
Certification
- Data Analytics - Google
- Business Analytics - Microsoft
- Currently working on obtaining CFA
Timeline
Financial Sales Representative
Teleperformance (Client: Scotiabank)
03.2024 - Current
Software Tester
CAAT Pension Plan
01.2023 - 01.2024
Client Relationship Lead
Seth Hospitality Services
11.2021 - 01.2023
Bachelor in Engineering - Software Engineering
Centennial College
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