Ishu Khatri
Waterloo,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor
National Bank
11.2022 - 11.2023
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their objectives.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Provided comprehensive retirement planning services, ensuring clients maintained their desired lifestyle post-retirement.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
Insurance Advisor
TD Insurance
04.2022 - 10.2022
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Streamlined policy renewals for clients, leading to improved retention rates.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Stayed up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.
Financial Sales representative
Easy Financial
06.2021 - 03.2022
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Developed long-lasting relationships with clients through effective communication and understanding of their financial goals.
- Enhanced team performance by providing ongoing coaching, training, and support to junior sales representatives.
- Improved customer retention rates with exceptional follow-up practices and timely resolution of issues.
- Consistently exceeded monthly sales quotas while maintaining strong adherence to ethical standards and compliance requirements.
- Delivered engaging presentations on various financial topics at industry conferences, community events, and client workshops, showcasing firm's expertise and boosting brand awareness.
Education
Post Graduation Certificate - Human Resources Management
York University
Toronto, ON09.2020
Post Graduation Certificate - Business Administration And Management
Algoma University
Brampton, ON12.2019
Bachelor of Arts - Economics
University of Delhi
06.2018
Skills
- Insurance Decisions
- Business Development
- Mutual Funds
- Trend Analysis Expertise
- Investment Planning
- Banking
- Wealth Management
- Team Leadership
- Financial Analysis
- Problem Solving
Certification
- Canadian Investment Funds Course, IFSE
- Other Than Life, IIC
- Mortgage Agent Course, REMIC
- McGill PERSONAL FINANCE ESSENTIALS Certificate
- Working towards ECBA, IIBA
Languages
Hindi
Native or Bilingual
Punjabi
Professional Working
English
Native or Bilingual
Timeline
Financial Advisor
National Bank
11.2022 - 11.2023
Insurance Advisor
TD Insurance
04.2022 - 10.2022
Financial Sales representative
Easy Financial
06.2021 - 03.2022
Post Graduation Certificate - Human Resources Management
York University
Post Graduation Certificate - Business Administration And Management
Algoma University
Bachelor of Arts - Economics
University of Delhi
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