Harmanjot Kaur
Woodstock
Summary
Highly motivated 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
7
7
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
CIBC
08.2021 - Current
- Meeting Personal and Business Clients on daily basis to discuss their financial needs and provide appropriate advice
- Communicate with clients to learn about their needs and help them achieve their goals
- Leverage technology to deliver on client experience and drive sales and retention
- Responding to Voicemails and Emails in timely manner
- Assist new colleagues with their training
- Proactively discovering clients needs and goals
Shift Manager
Pizza Hut
08.2019 - 01.2022
- Build strong customer relationships and deliver excellent customer service
- Perform all cash duties including deposits, paid outs, refunds
- Assign duties to team members
- Uncover and solve customers’ needs before deadline
- Scheduling and payroll approval
Sales associate/Cashier
Canadian Design Furniture
05.2018 - 07.2018
- Handled the client concerns and complaints
- Contribute to stores target by identifying and fulfilling sales opportunities
- Effectively handle the customers objections to close the sales
- Paid attention to detail while documenting customer information
Education
Global Hospitality Management Program (co-op) -
Conestoga College
Waterloo, Ontario08.2019
Global Business Management - Finance
Conestoga College
Kitchener, Ontario12.2018
Bachelor of Commerce - Accounting
Guru Nanak Dev University
05.2016
Skills
- Strong Active Listening
- Professional Client Assistance
- Client Relationship Management
- Experienced with Diverse Digital Platforms
- Positive Contribution to Teams
- Earned PFSA and currently enrolled in Financial Planning
- Strategic Investment Planning
- Retirement Financial Planning
- Proficient in Cash Flow Optimization
- Debt Resolution Strategies
- Effective Estate Planning Strategies
- Familiarity with Mutual Funds
- Investment Guidance
- Planning for retirement
- Investment planning
- Education funds
- Relationship building and management
Certification
- CAFA (Certificate in Advanced Financial Advice)
- CFSA (Certificate in financial Service Advice)
- IFIC (Investment funds in Canada)
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Associate Financial Advisor
CIBC
08.2021 - Current
Shift Manager
Pizza Hut
08.2019 - 01.2022
Sales associate/Cashier
Canadian Design Furniture
05.2018 - 07.2018
Global Business Management - Finance
Conestoga College
Bachelor of Commerce - Accounting
Guru Nanak Dev University
Global Hospitality Management Program (co-op) -
Conestoga College