Harsimar Bawa
Calgary,AB
Summary
A Financial Advisor with 5+ years of experience in Canadian Banking. Based in Calgary, AB, I am a very motivated and passionate professional, who thrives in client interactions specially with their Investment, Credit, Estate Planning, Everyday banking needs
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
RBC
09.2022 - Current
- Providing Investment, Credit, Estate solutions to clients
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
- Completing new account documents and updating existing account KYCs as per regulatory requirements
- Managing risks by adhering to compliance routines, processes, and controls to protect client
- Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business.
Banking Advisor
RBC
10.2019 - 08.2022
Client Advisor
RBC
08.2018 - 10.2019
Education
Post-Baccaleurate Diploma - Global Tourism And Hospitality Management
North Island College
Comox Valley, BC04.2016
Bachelor of Science - Bachelor of Science, Hospitality & Hotel Admin.
Institute of Hospitality Management
Jodhpur, India04.2013
Skills
- Financial Review
- Estate Planning
- Investments
- Credit
- Investment based lending
- Mortgages
Accomplishments
Responsible for creating and implementing the corporate identity and marketing plan for ShopGlobe
Certification
- CFP (Pursuing)
- Financial Planning 1 (FP1)
- Personal Financial Services Advice (PFSA)
- Canadian Securities Course (CSC)
- Investment Funds in Canada (IFC)
- Google Digital Sales Exam
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Job Title
Financial Advisor
Timeline
Financial Advisor
RBC
09.2022 - Current
Banking Advisor
RBC
10.2019 - 08.2022
Client Advisor
RBC
08.2018 - 10.2019
Post-Baccaleurate Diploma - Global Tourism And Hospitality Management
North Island College
Bachelor of Science - Bachelor of Science, Hospitality & Hotel Admin.
Institute of Hospitality Management
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