Ishita Shah
Financial Advisor
Toronto,ON
Summary
Result-driven Financial Advisor with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Financial Services Representative
CIBC Branch With ATM
10.2023 - 01.2024
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive commercial banking solutions and retail financing options.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Handled more than 20 customers each day and deepened relationship with each of them.
- Sales of more than a million in a quarter. (GICs, TFSAs, RRSPs, etc.) and was recognized top in the community in that quarter.
Chartered Accountant
Naresh & Co (A Firm Of Chartered Accountants)
09.2019 - 09.2022
- Strong Entrepreneurial background backed by innovation and problem-solving skills.
- 3+ years of experience in financial planning and providing excellent customer service.
- Preparing Financial Statements like Balance Sheets, Income and Cash flow Statement.
- Financial advice to the clients including taxes, investments, and accounting procedures.
- Performing audits to ensure compliance with the rules and regulations.
- Managing financial transactions such as accounts receivable, payable, payroll.
- Advising on financial management such as acquisitions, mergers, investment decision and risk management.
- Proficiency in evaluating investment options, conducting research, and making recommendations to clients based on their risk tolerance, time horizon and goals.
- In-depth understanding of various financial products and services, such as stocks, bonds, mutual funds, retirement planning, and other investment vehicles.
- Understanding of applicable financial regulations, compliance requirements, and ethical standards to ensure adherence to legal and industry guidelines.
- Proactive in handling any issues, complaints of the customers.
- Active listening and empathetic in conversation to further understand their individual needs.
- Increase customer financial confidence by providing tailor made financial advice, answering questions, and addressing their concerns.
- Participating in local professional and community events, as well as associations, to create and expand your network.
- To expand prospects, identify chances to give community information sessions and financial lectures.
- Creating and keeping a market profile in the designated market area.
- Providing client-centric investment solutions via financial planning approach that adheres to Global Sales Principles.
- To stay top-of-mind for potential business opportunities, do outbound messaging and proactive calling to prospects.
- Willingness to stay informed about industry developments, market trends, and financial planning strategies through ongoing professional development and continuing education to provide the most up-to-date advice to clients.
Education
Investment Funds in Canada (IFIC) -
Canadian Securities Institute
07.2023 - 07.2023
Post Graduate Diploma - International Business Management
Mohawk College
Hamilton, ON 09.2022 - 05.2022
Master’s - Economics
Maharaja Sayajirao University
India 05.2019 - 05.2021
Bachelor’s - Accounting and Finance
Maharaja Sayajirao University
India 05.2016 - 05.2019
Skills
Proficiency in software tools including MS Office, SAP (Certified) and internet applications
Efficiently manage client portfolios, track performance, and stay up to date with market trends
Confident and experienced in the use of social media, tablets, smart phones, online tools and applications
Excellent verbal and written communication skills with a blend of analytical and critical thinking
Excellent interpersonal, customer service, networking and relationship management skills
Timeline
Financial Services Representative
CIBC Branch With ATM
10.2023 - 01.2024
Investment Funds in Canada (IFIC) -
Canadian Securities Institute
07.2023 - 07.2023
Post Graduate Diploma - International Business Management
Mohawk College
09.2022 - 05.2022
Chartered Accountant
Naresh & Co (A Firm Of Chartered Accountants)
09.2019 - 09.2022
Master’s - Economics
Maharaja Sayajirao University
05.2019 - 05.2021
Bachelor’s - Accounting and Finance
Maharaja Sayajirao University
05.2016 - 05.2019