Isha Nagar
Surrey,Canada
Summary
Experienced financial services professional with an MBA and 8+ years in financial advisory and client relationship enhancement. Expertise in financial planning, budgeting, and analysis, leveraging CRM systems to improve team efficiency and business outcomes. Known for delivering high-quality service and ensuring compliance while implementing strategic solutions for client and organizational success. Strong track record in wealth management, investment strategies, and portfolio management, fostering robust client relationships.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Management Advisor & Financial Services Manager
CRS Financial Wealth Management
Surrey, BC
10.2021 - Current
- Led financial planning and budgeting processes for clients, aligning their portfolios with business objectives to optimize performance.
- Developed and implemented financial models for budgeting and forecasting, which improved decision-making and cost optimization.
- Conducted variance analysis and provided insights into client investment strategies, leading to increased profitability and cost control.
- Managed group retirement plans for 10 corporate companies, including RRSPs, DPSPs, and group TFSAs, ensuring compliance, smooth onboarding, and seamless ongoing plan administration.
- Led client education sessions and one-on-one support to enhance plan member engagement and financial literacy, resulting in a 25% increase in participation rates.
- Acted as the primary liaison with HR teams, plan providers, and internal compliance teams to ensure adherence to CRA rules, CAP guidelines, and service standards.
- Supported the senior leadership team in delivering financial reports and insights, contributing to strategic planning, and corporate decision-making.
- Managed CRM databases (Maximizer), ensuring accurate client data, and timely follow-ups.
- Assisted in organizing client seminars, marketing campaigns, and events, enhancing client relationships, and brand visibility.
- Established relationships with external vendors such as banks, brokers, trust companies and insurance carriers to ensure that the best services were provided to customers.
- Compiled data from various sources into comprehensive reports for presentation purposes.
- Maintained up-to-date knowledge of relevant laws, regulations, products and services in order to provide accurate information to clients.
- Advised clients on retirement planning, tax optimization strategies, estate planning, insurance coverage, education funding options.
- Built rapport with existing clients by providing timely updates regarding changes in markets or regulations that could affect their investments.
- Constructed cash flow projections for clientele from various backgrounds and with different types of investment potential.
- Attended internal and external partner sessions to gain financial product knowledge.
SeniorAdministrator – Insurance & Customer Service
Axis Finance Group
Mississauga, ON
04.2019 - 12.2020
- Managed end-to-end administration of life and health insurance applications, ensuring accurate data entry and compliance with underwriting requirements.
- Served as primary contact for clients, addressing inquiries and resolving policy-related issues.
- Collaborated with advisors and insurance carriers to track application status and manage pending cases.
- Supported senior leadership in developing and implementing strategies to improve service operations.
- Conducted regular audits to maintain documentation and ensure adherence to industry regulations.
- Streamlined internal reporting workflows by automating administrative tasks and enhancing data accuracy.
- Contributed to operational improvements that reduced processing errors and improved turnaround time.
- Conducted research to identify trends, problems, and opportunities for enhancement.
- Analyzed data collected from various sources to evaluate effectiveness of operations.
- Assisted in developing and implementing policies, procedures, and programs to ensure the efficient operation of the organization.
- Conducted research and analysis to identify trends, problems, and opportunities for improvement.
Executive Administrative Assistant
Go Direct Solutions
Mississauga, ON
09.2018 - 03.2019
- Assisted in financial reporting, identifying operational inefficiencies and proposing improvements to streamline processes.
- Provided project coordination support, collaborating with various stakeholders to improve operational efficiency.
- Contributed to the implementation of business strategies that enhanced financial reporting and overall team performance.
Education
Diploma - Global Business Management
Humber College
Toronto, ON01.2016
MBA - Business Administration & Management
Aberystwyth University
Wales, United Kingdom12.2013
Bachelor of Arts - Economics (Hons.)
University of Nagaland
Nagaland, India01.2010
Skills
- Client relationship management
- Investment analysis
- Financial planning and advisory
- Regulatory compliance expertise
- Employee education initiatives
- CRM and reporting proficiency
- Leadership and team collaboration
- Strategic communication skills
- Group retirement plan administration
- Budgeting and forecasting
- Attention to detail
- Project management
Certification
- LLQP (Life License Qualification Program, completed and Licensed), Planning to pursue CSC and CLU
- Advanced Financial Systems Training (Maximizer, PeopleSoft, Equi soft, Life Design Analysis, Conquest)
- Financial Legislation & Compliance (Regular updates on financial policies and regulatory standards)
References
References available upon request.
Timeline
Wealth Management Advisor & Financial Services Manager
CRS Financial Wealth Management
10.2021 - Current
SeniorAdministrator – Insurance & Customer Service
Axis Finance Group
04.2019 - 12.2020
Executive Administrative Assistant
Go Direct Solutions
09.2018 - 03.2019
Diploma - Global Business Management
Humber College
MBA - Business Administration & Management
Aberystwyth University
Bachelor of Arts - Economics (Hons.)
University of Nagaland