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
2023.10 - 2024.01
- 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)
2019.09 - 2022.09
- 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
2023.07 - 2023.07
Post Graduate Diploma - International Business Management
Mohawk College
Hamilton, ON 2022.09 - 2022.05
Master’s - Economics
Maharaja Sayajirao University
India 2019.05 - 2021.05
Bachelor’s - Accounting and Finance
Maharaja Sayajirao University
India 2016.05 - 2019.05
Skills
Proficiency in software tools including MS Office, SAP (Certified) and internet applications.
Timeline
Financial Services Representative
CIBC Branch With ATM
2023.10 - 2024.01
Investment Funds in Canada (IFIC) -
Canadian Securities Institute
2023.07 - 2023.07
Post Graduate Diploma - International Business Management
Mohawk College
2022.09 - 2022.05
Chartered Accountant
Naresh & Co (A Firm Of Chartered Accountants)
2019.09 - 2022.09
Master’s - Economics
Maharaja Sayajirao University
2019.05 - 2021.05
Bachelor’s - Accounting and Finance
Maharaja Sayajirao University
2016.05 - 2019.05
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