Harsimrat Kaur
Chatham,ON
Summary
Dynamic Client Advisor with a proven track record at Royal Bank of Canada, excelling in sales lead generation and product recommendations. Leveraging strong communication and analytical skills, I effectively educated clients on financial products, driving engagement and satisfaction. Passionate about fostering relationships and delivering tailored solutions to meet diverse client needs, pursuing CSC to obtain licensing and build a solid foundation in investment products, retirement planning, and wealth management.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Advisor (Part Time)
Royal Bank of Canada
Chatham, Ontario
06.2025 - Current
- Assisted clients with product inquiries and service-related questions.
- Researched client needs to recommend suitable products and services.
- Generated sales leads by attending industry events and networking opportunities.
- Managed appointment scheduling and follow-up communications with clients.
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
Personal Support Worker
Bayshore
Chatham, Ontario
11.2023 - Current
- Administered medication and monitored health conditions as directed by healthcare professionals.
- Supported clients in mobility and transportation to appointments and social activities.
- Communicated effectively with clients to understand their needs and preferences.
- Responded promptly to emergency situations involving clients' safety or well-being.
Customer Service Representative
The Chesterfield shop
Toronto, Ontario
01.2022 - 11.2023
- Resolved customer complaints using effective communication strategies.
- Processed returns and exchanges according to company policies.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
Assistant Manager
ICICI Bank
Kapurthala. INDIA, PUNJAB
01.2015 - 03.2017
- Assisted branch manager in daily operations and customer service initiatives.
- Oversaw compliance with banking regulations and internal policies consistently.
- Collaborated with management on developing strategic plans for achieving business goals.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
Education
Some College (No Degree) - Investment Funds in Canada
Canadian Securities Institute
08-2025
Personal Support Worker - Health Education
Cdi College
Brampton, ON06-2022
Bachelor of Commerce - Logistic And Supply Chain Management
Canadore College
North Bay02-2018
Bachelor of Commerce - Business And Finance
GNDU University
Punjab India05-2015
Skills
- Sales lead generation
- Product recommendation
- Referral partnership maintenance
- Strong analytical knowledge and Risk assessment
- Cross-selling techniques
- Financial services
- Active listening
- Know your customer
- Strong communication and interpersonal skills
Certification
- Successfully passed Mutual Fund License.
- Currently working on CSC License.
- Dispatching diploma in Logistics.
Languages
English
Full Professional
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual
Urdu
Native/ Bilingual
References
References available upon request.
Timeline
Client Advisor (Part Time)
Royal Bank of Canada
06.2025 - Current
Personal Support Worker
Bayshore
11.2023 - Current
Customer Service Representative
The Chesterfield shop
01.2022 - 11.2023
Assistant Manager
ICICI Bank
01.2015 - 03.2017
Some College (No Degree) - Investment Funds in Canada
Canadian Securities Institute
Personal Support Worker - Health Education
Cdi College
Bachelor of Commerce - Logistic And Supply Chain Management
Canadore College
Bachelor of Commerce - Business And Finance
GNDU University