Harpreet Kakkar
Edmonton
Summary
Dynamic professional with experience in providing customer service and financial advice. Proven track record of delivering excellent customer service and achieving sales targets. Adept at researching market trends, developing and maintaining customer relationships and ensuring compliance with federal regulations. Committed to helping clients build wealth and achieve financial stability.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Servus Credit Union - Corporate Centre
10.2024 - Current
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Financial Services Representative
Easyfinancial Services Inc.
02.2023 - 10.2024
- Providing sound financial advice to clients, having their best interest in mind
- Manage client expectations and addressed concerns promptly
- Selling variety of financial products and services, exceeding sales targets
- Demonstrating strong interpersonal skills while interacting with customers in person, over the phone, or via email
- Training new staff members on proper procedures related to financial services operations
- Exploring financial possibilities with customers by identifying issues and finding solutions
- Maintaining up-to-date knowledge of company products and services to ensure compliance with all applicable laws and regulations
- Developing in-depth knowledge of available financial products to advise clients accordingly
Remote Sales Advisor
Best Buy Canada
03.2018 - 01.2023
- Identified customer needs to deliver relevant product solutions and promotions and meet target budgets
- Demonstrated product features to align with customer needs
- Placed orders and answered customer questions in-person, through email and over phone to maximize customer service
- Developed and maintained strong customer relationships and networks within designated sales territory
- Generated leads and located opportunities for market expansion and business growth
- Attended scheduled training sessions and department meetings to build expertise
- Responded promptly to customer queries to increase overall satisfaction
Food Service Supervisor
Taco Del Mar
02.2011 - 12.2016
- Monitored food storage, handling, preparation and delivery to maintain health and safety standards
- Developed and implemented strategies to enhance team performance, improve processes and boost results
- Reconciled daily transactions, balanced cash registers and deposited
- Taking care of customers, making sure they were happy before they left
Education
Bachelors of business administration - Finance
Northern Alberta Institute of Technology
01-2026
Skills
- Product Demonstrations
- Upselling Strategies
- Customer Service Experience
- Salesforce
- Financial Services
- Proofreading
- Attention to Detail
- Insurance Knowledge
- Conflict Resolution
- Problem Solving
- Analysis skills
Languages
Punjabi
Hindi
English
Timeline
Financial Advisor
Servus Credit Union - Corporate Centre
10.2024 - Current
Financial Services Representative
Easyfinancial Services Inc.
02.2023 - 10.2024
Remote Sales Advisor
Best Buy Canada
03.2018 - 01.2023
Food Service Supervisor
Taco Del Mar
02.2011 - 12.2016
Bachelors of business administration - Finance
Northern Alberta Institute of Technology
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