Gurpreet Singh
Calgary,Canada
Summary
Highly motivated Senior 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
4
4
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank
Calgary, AB
06.2024 - Current
- Conducted client meetings aimed at formulating effective investment strategies to meet client objectives.
- Delivered personalized customer service to enhance client retention and attract new business opportunities.
- Developed tailored financial strategies to address unique client requirements and support their financial aspirations.
- Executed a minimum of 10 courteous calls daily to secure appointments and drive business development.
- Executed Q1 strategies that resulted in 125% tool usage, utilizing Discovery Tool on Sales Builder and Smart Investor, and 144% effectiveness in proactive renewals and lead calls.
- Implemented strategies that resulted in a 10% growth in credit protection sales during renewal phases.
- Monitored client feedback and implemented solutions to improve C-Pulse results, fostering increased customer satisfaction and referrals.
- Guided clients through complex lending processes, including mortgage refinancing and restructuring, while ensuring protection through optional mortgage insurance.
- Developed and maintained referral channels to connect clients with Scotia Partners' small business advisors and financial planning experts.
Personal Banker
TD BANK
ORILLIA, ON
06.2022 - 06.2024
- Cultivated lasting relationships with clients and families to enhance long-term loyalty.
- Achieved high client satisfaction by consistently exceeding expectations through dedicated service. Enhanced client engagement by leveraging relationship-building tools effectively.
- Enhanced customer confidence through tailored financial advice and prompt responses to client inquiries.
- Developed and implemented strategies to enhance client engagement, successfully generating a $20 million pipeline through collaboration with wealth management and strategic partners.
- Leveraged TD Goal Builder to deliver customized investment advice, successfully assisting over 100 clients in achieving their financial objectives.
Education
Project Management
Humber College
09-2020
PGDM - Supply Chain Management
Seneca College
09-2019
Bachelor's of Commerce -
Panjab University
09-2018
Skills
- Relationship building
- Cross-selling and upselling
- Issues resolution
- Opportunity Identification
- Attention to detail
- Client Relationship Management
Certification
- Certificate in Advanced Financial Advice
- PFP (Enrolled)
Accomplishments
- Executed business closure strategies, achieving consistent quarterly results with Q3 & Q4 of 2025 at 110% and109% respectively Q1 of 2026 at 121%.
- Recognized as a top performer, ranking in the top 40% within district for Q2 2025 and achieving top 25% status in Q3 2025.
- Acknowledged by DVP for successfully booking over 17 appointments within a week during district call hours.
- Networked at local social events, successfully acquiring around 10 new business clients for the branch through strategic relationship-building.
Languages
Punjabi: First Language
Native or Bilingual
Hindi: C2
Native or Bilingual
English: C2
Full Professional
Timeline
Senior Financial Advisor
Scotiabank
06.2024 - Current
Personal Banker
TD BANK
06.2022 - 06.2024
Project Management
Humber College
PGDM - Supply Chain Management
Seneca College
Bachelor's of Commerce -
Panjab University