Hiral Patel
Ajax,ON
Summary
Detail-oriented Investment Planner skilled in developing comprehensive financial strategies. Experience in client engagement and analysis, contributing to long-term initiatives while ensuring resource efficiency. Prepared to enhance client satisfaction and drive financial success.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Project Engineer/Product Designer
Panelized Building solution inc
Maple, Ontario
08.2016 - Current
- Led project planning and execution for engineering initiatives.
- Managed project timelines and resource allocation effectively.
- Design and coordinate Residential projects.
- Reviewed designs and provided feedback to enhance project outcomes.
- Interacted with clients to interpret needs and requirements.
Investment and Retirement Planner
Primerica financial service
Toronto, Ontario
02.2021 - 12.2022
- Collaborated with clients to identify financial goals and needs.
- Developed comprehensive financial plans using industry-standard tools.
- Analyzed client data to recommend appropriate investment strategies.
- Conducted regular follow-ups to ensure client satisfaction and engagement.
- Educated clients on financial products and services available through Primerica.
- Assisted in developing strategic plans for long-term initiatives while managing short-term tasks simultaneously.
- Maintained steady flow of material without exceeding resources and kept manufacturing lines operational.
Project Coordinator/Designer
Alpa pre eng panel system
Courtice, Ontario
01.2009 - 08.2016
- Coordinated project schedules and resource allocation for panel system installations.
- Collaborated with engineering teams to ensure design specifications were met.
- Design residential house framing and coordinate with builder framing team.
- Facilitated training sessions for new team members on project coordination best practices.
- Organized site meetings to address project timelines and logistics challenges.
Education
Mechanical design
Centennial College
Scarborough, Ontario08-2007
Bachelor of Engineering - Mechanical Engineering
Sardar Patel University
India06-2004
Skills
- Project management
- Resource allocation
- Project scheduling
- Design review
- Financial planning
- Client engagement
Certification
IFSE -Canadian Investment Funds Course
Timeline
Investment and Retirement Planner
Primerica financial service
02.2021 - 12.2022
Project Engineer/Product Designer
Panelized Building solution inc
08.2016 - Current
Project Coordinator/Designer
Alpa pre eng panel system
01.2009 - 08.2016
Mechanical design
Centennial College
Bachelor of Engineering - Mechanical Engineering
Sardar Patel University