Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ishita Shah

Financial Advisor
Hamilton,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. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

5
5
years of professional experience
5
5
years of post-secondary education
3
3
Languages

Work History

Customer Services Specialist

Kelly Services (Project: APPLE)
04.2024 - Current
  • Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.
  • Enhanced customer satisfaction by resolving issues promptly and professionally.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Established trust with clients through clear communication, patience, and understanding their unique challenges fully before offering solutions tailored to their needs.
  • Managed high call volume while maintaining a courteous and professional demeanor.
  • Offered internal and external customers first-rate customer service to maximize satisfaction and business success.
  • Adapted quickly to changes in company policies or procedures ensuring consistency in delivering accurate information to customers.
  • Increased customer retention rates by providing exceptional problem-solving skills and personalized solutions.
  • Actively participated in team meetings and professional development workshops, continuously seeking opportunities to enhance skills and provide exceptional customer service.

Financial Services Representative

CIBC Bank
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 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
09.2022 - 05.2022

Master’s - Economics

Maharaja Sayajirao University
05.2019 - 05.2021

Bachelor’s - Accounting and Finance

Maharaja Sayajirao University
05.2016 - 05.2019

Skills

Digital Literacy in using operating systems such as Windows, Linux, and Mac OS

Proficiency in using financial software, data analysis tools, and online platforms to better assist the customers

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

Customer Services Specialist

Kelly Services (Project: APPLE)
04.2024 - Current

Financial Services Representative

CIBC Bank
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

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