Gurpinderjit Kaur
Halifax,NS
Summary
Dynamic financial professional with extensive experience at Scotiabank, specializing in tailored financial planning and cultivating strong client relationships.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Virtual Financial Advisor
Scotiabank
Halifax, Nova Scotia
05.2025 - Current
- Developed personalized financial plans for diverse client portfolios.
- Conducted in-depth market research to identify investment opportunities.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
Certified Senior Teller
Scotiabank
Halifax, Nova Scotia
02.2025 - 05.2025
- Implemented security measures to protect cash assets and prevent fraud risks.
- Maintained up-to-date knowledge of banking products to provide informed recommendations to customers.
- Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
- Prepared and submitted documentation for bank records and compliance purposes.
Teller
Scotiabank
North Sydney, Canada
11.2023 - 02.2025
- Assisted customers with account inquiries and service requests promptly.
- Promoted bank products and services to enhance customer relationships.
- Handled customer complaints with professionalism and empathy effectively.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Rogers- Cable Technician Support
Foundever Access Canada INC.
03.2023 - 11.2023
- Resolves problem by clarifying issues; researching and exploring answers and alternative solutions and implementing solutions.
- Maintains various contact center databases by documenting all customer interactions.
- Answers inquiries by clarifying desired information, researching, locating and providing information.
- Offers advice and assistance to customers, paying attention to special demands or needs.
Senior Customer Service Representative
7- Eleven
Winkler, MB
06.2021 - 03.2023
- Processes many daily transactions with accuracy, ensuring a seamless customer experience all the time.
- Demonstrates exceptional customer service skills; including resolving customer complaints and recommendations for products and services.
- Implements up-selling strategies for recommending accessories and complementary purchases.
- Prepares daily records of foods and gas sales and balances register drawers.
Education
Bachelor of Commerce -
Guru Nanak Dev University
Punjab, India05.2018
Post Baccalaureate diploma -
Cape Breton University
Sydney, Nova ScotiaSkills
- Retail and personal lending
- Commercial banking
- Core banking management
- Sales and marketing
- Cross-selling strategies
- Cash management
- Operations management
- Team collaboration
- Networking expertise
- Alternative investment funds
- Retirement planning
- Guaranteed investment certificates (GICs)
- Microsoft Office Suite
- Excel proficiency
- Visio skills
- Google Sheets expertise
- Financial planning software
- CRM systems knowledge
- Sage 50 accounting
Certification
- CFA Level 1, 2023
- Python Programming Fundamentals
- Python, Data Science and A.I
Timeline
Virtual Financial Advisor
Scotiabank
05.2025 - Current
Certified Senior Teller
Scotiabank
02.2025 - 05.2025
Teller
Scotiabank
11.2023 - 02.2025
Rogers- Cable Technician Support
Foundever Access Canada INC.
03.2023 - 11.2023
Senior Customer Service Representative
7- Eleven
06.2021 - 03.2023
Bachelor of Commerce -
Guru Nanak Dev University
Post Baccalaureate diploma -
Cape Breton University
Similar Profiles
Raquel JohnRaquel John
Senior Customer Care Advisor-Social Media at ScotiabankSenior Customer Care Advisor-Social Media at Scotiabank
Kevin LevyKevin Levy
Director, Commercial Card Solutions, Global Transaction Banking, North America at ScotiabankDirector, Commercial Card Solutions, Global Transaction Banking, North America at Scotiabank
Radhika NarayananRadhika Narayanan
Officer III, Commodities Wind-down Operations at ScotiabankOfficer III, Commodities Wind-down Operations at Scotiabank
Madhav MakkerMadhav Makker
Senior Customer Experience Associate at ScotiabankSenior Customer Experience Associate at Scotiabank
Arian LoshiArian Loshi
Patron Safety Member at Legendary HospitalityPatron Safety Member at Legendary Hospitality