Gurpreet Gurpreet
Moose Jaw,SK
Summary
Dedicated and organized financial professional seeking new opportunities. Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast-paced, high-pressure environments. A self-motivated team player is adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Talented at managing competing priorities to accomplish challenging goals. Consistently exceeds company objectives to secure client satisfaction and loyalty.
Overview
8
8
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
Moose Jaw
05.2021 - Current
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with the highest return on investments.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Promoted business to increase customer base and grow revenue.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Strengthened team performance and productivity by training and inspiring team members.
- Answered, screened, and processed a high volume of calls daily with a call management system and web-based communications.
- Strong knowledge of lending principles and complex real estate borrowing.
- Proven track record of meeting lending targets and goals.
Small Business Advisor
Scotiabank
Moose Jaw
07.2023 - 01.2024
- Manage an assigned portfolio of high-value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank's Service Standard.
- Creating a strong presence within the local business community by developing relationships with various Centres of Influence.
- Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businesses.
- Partner with fellow advisors to create a customer-centric environment.
- Complex lending for small business customers, including machinery, equipment, and commercial real estate.
Financial Advisor
TD Canada Trust
Moose Jaw
05.2018 - 05.2021
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with the highest return on investments.
- Promoted business to increase customer base and grow revenue.
- Cultivated and expanded financial planning relationships with customers through loyal and dedicated service.
- Managed existing portfolio and potential leads.
- Managed complex small business account deals.
- Rural lending advisor.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, and asset protection planning.
- Developed financial plans and strategies tailored to clients' individual needs.
Front Desk Manager
Capone’s Hideaway Model
Moose Jaw
04.2016 - 11.2017
- Capone's Motel － Moose Jaw, SK
- Process guest arrivals and departures including all necessary payments
- Oversaw guest registration reservations and other clerical duties with a focus in quality and courtesy
- Solid experience in accounting functions such as account Payable/Receivable and auditing
- Offer referral for services and handle requests for information
- Communicate with all hotel departments efficiently and maintain the function board in the hotel lobby
- Received incoming calls and coordinated with hotel staff to fulfill requests and resolve issues
- Created and optimized employee schedules for shift coverage
- Hosted office meetings with staff to answer questions, resolve issues and keep employees informed of changes
- Oversaw cash and credit card payment transactions at the front desk.
Education
Bachelor of Commerce - Commerce
Nipissing University
08.2024
Financial Planning 2
Canadian Securities Institute
Moose Jaw, SK11-2022
Financial Planning 1
Canadian Securities Institute
Moose Jaw, SK03-2022
CIFC
IFSE Institute
Moose Jaw, SK12-2018
Diploma - Management (HR)
Cambrian College
Sudbury, ON04.2013
Accomplishments
Top Performer TD Bank 2019 | 2020
Quarterly Top Performer Scotiabank 2023 | 2024
Timeline
Small Business Advisor
Scotiabank
07.2023 - 01.2024
Senior Financial Advisor
Scotiabank
05.2021 - Current
Financial Advisor
TD Canada Trust
05.2018 - 05.2021
Front Desk Manager
Capone’s Hideaway Model
04.2016 - 11.2017
Bachelor of Commerce - Commerce
Nipissing University
Financial Planning 2
Canadian Securities Institute
Financial Planning 1
Canadian Securities Institute
CIFC
IFSE Institute
Diploma - Management (HR)
Cambrian College
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
Morgan MarciszynMorgan Marciszyn
Accounting Technician at Yara Belle Plaine Inc.Accounting Technician at Yara Belle Plaine Inc.