Summary
Overview
Work History
Education
Skills
Timeline
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Harpreet Kaur

Mississauga,ON

Summary

Dedicated and results-driven Sales Representative with 8+ years of progressive experience in financial sales and client relationship management. Skilled in fixed income products, investment solutions, and revenue growth through consultative selling. Proven ability to exceed sales targets, retain high-value clients, and deliver tailored financial strategies. Adept at building long-term relationships and thriving in fast-paced, target-driven environments.

Overview

8
8
years of professional experience

Work History

Sales Representative – Fixed Income

RBC Wealth Management
02.2022 - 07.2025
  • Managed and grew a portfolio of fixed income products for retail and institutional clients, achieving 120%+ of annual sales targets consistently.
  • Built and maintained strong client relationships by providing tailored investment strategies aligned with risk tolerance and market trends.
  • Partnered with financial advisors and brokers to cross-sell products, increasing business revenue by $2M annually.
  • Conducted market research and presented updates on fixed income trends to clients and internal teams.
  • Received Top Sales Performer Award (2022 & 2024) for outstanding performance and client satisfaction.

Financial Sales Consultant

CIBC Capital Markets
07.2017 - 11.2021
  • Promoted financial products including bonds, GICs, and investment funds to individual and business clients.
  • Delivered exceptional client service, resulting in a 95% retention rate within assigned portfolio.
  • Assisted in designing financial solutions that balanced growth and security, driving 35% increase in client acquisition.
  • Provided educational sessions on fixed income strategies, enhancing client awareness and trust.
  • Supported compliance and regulatory requirements to ensure full transparency and ethical sales practices.

Education

Master of Science - Computer And Information Sciences

University of Toronto
Toronto
02-2017

Skills

  • Fixed Income Products (Bonds, GICs, ETFs)
  • Investment & Wealth Management
  • Sales Strategy & Revenue Growth
  • Client Relationship Management
  • Financial Market Analysis
  • Negotiation & Closing Skills
  • Compliance & Risk Management

Timeline

Sales Representative – Fixed Income

RBC Wealth Management
02.2022 - 07.2025

Financial Sales Consultant

CIBC Capital Markets
07.2017 - 11.2021

Master of Science - Computer And Information Sciences

University of Toronto

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Harpreet Kaur