Hardeep Grewal
Langley,BC
Summary
Successful financial professional skilled in building personalized plans to meet short- and long-term financial goals. Build wealth and financial stability through diversified approaches. Accomplished in acquiring and retaining customers to maintain consistent business levels.
Overview
11
11
years of professional experience
Work History
Financial Advisor
AEGON/WORLD FINANCIAL GROUP
05.2016 - 10.2022
- Offered clients strategic advice across multiple financial products and services, including debt management, insurance coverage, childrens education savings plan, retirement planning, investments and mortgages with banks across Canada on an referral program
- Determined clients' needs through 1-1 appointments focused on analyzing existing situations and identifying opportunities for improvement
- Kept up strong pipeline of incoming leads through networking events, cold calling, and referrals.
- Met with clients on an annual basis to review plans like investments, upgrading plans based on an financial needs analysis
Career Advisor
Discovery Community College
02.2019 - 01.2021
- Worked with financial advisor of campus to get funding approved for grants, getting student loans approved and having all funding approved 90 days prior to class start date.
- Developed program to work with students and increase interest in higher learning
- Developed and deepened connections with mentees, influencing career and life choices of each potential program participant
Co-Owner
KICK IT MARTIAL ARTS LTD
03.2012 - 04.2016
- Managing finances, creating business documents working alongside accountants and financial experts to ensure company
- Established team of motivated and highly skilled employees to help run business
- Improved operational efficiencies to reduce costs and improve productivity
- Monitored performance, identified areas of improvement and devised solutions to address areas of weakness
Elementary School Teacher
SURREY SCHOOL DISTRICT
09.2012 - 06.2014
- Provided before and after school tutoring for students needing extra help.
- Established open communication and positive relationships with students, parents, peers, and administrative staff
- Designed and presented lesson plans in one or more academic subjects using variety of teaching techniques to appeal to various learning styles within assigned grade level
Education
Bachelor of Arts - EDUCATION
Simon Fraser University
Vancouver, BCGED -
FIRST CANADIAN - FINANCIAL SERVICES MANAGER
LANGLEY BC05.2023
Skills
- Portfolio Management
- Client service and support
- Financial planning
Timeline
Career Advisor
Discovery Community College
02.2019 - 01.2021
Financial Advisor
AEGON/WORLD FINANCIAL GROUP
05.2016 - 10.2022
Elementary School Teacher
SURREY SCHOOL DISTRICT
09.2012 - 06.2014
Co-Owner
KICK IT MARTIAL ARTS LTD
03.2012 - 04.2016
Bachelor of Arts - EDUCATION
Simon Fraser University
GED -
FIRST CANADIAN - FINANCIAL SERVICES MANAGER
Similar Profiles
Kristeen KhounthamKristeen Khountham
Financial Advisor at World Financial Group/ Transamerica Financial AdviFinancial Advisor at World Financial Group/ Transamerica Financial Advi
Kristeen KhounthamKristeen Khountham
Financial Advisor at World Financial Group/ Transamerica Financial AdviFinancial Advisor at World Financial Group/ Transamerica Financial Advi
Carlos OliverosCarlos Oliveros
Senior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial AdvisorsSenior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial Advisors
Poonam GroverPoonam Grover
TGT Teacher at Saupin's Public SchoolTGT Teacher at Saupin's Public School
Devanshu SinghalDevanshu Singhal
Manager, Risk Services at KPMG CanadaManager, Risk Services at KPMG Canada