Ishwinder Virk
Montreal,QC
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Hardworking and passionate job seeker with strong organizational skills eager to learn .Team player and ready to help team achieve company goals. Decisive planner , problem solver, resourceful , quick learner and dedicated .
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
Experior Financial Group
12.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty .
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, insurance products, and services based on each clients individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Helped clients make informed decisions about financial future.
Financial Advisor
Sun Life Financial
09.2021 - 11.2022
- Educated Clients in various financial matters , provided professional recommendations on the investment opportunities, insurance products and services based on each clients needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Fostered relationship with more than 200 clients and provided them with excellent financial advice .
- Collaborated with team members to streamline processes and improve overall client experience.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Complies with all regulatory requirements.
Financial Advisor
IA Financial Group
11.2020 - 08.2021
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements .
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, insurance products and services based on individual needs.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Customer Service Representative
IO Solutions Call Center
08.2019 - 09.2020
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Answered constant flow of customer calls with minimal wait times.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Track record of 5 Star rating from the customer whom i provided service.
Housekeeping Assistant
Ruby Foo's Hotel
08.2017 - 07.2019
- Ensured a welcoming environment for guests by keeping all areas clean, tidy, and well maintained.
- Collaborated with other departments to ensure seamless guest experiences through effective communication and teamwork.
- Maintained inventory of supplies and equipment, ordering new items as needed to keep stock levels at appropriate levels.
- Assisted with laundry duties, ensuring timely delivery of fresh linens and towels to guest rooms.
- Proactively addressed potential housekeeping issues by conducting regular inspections and initiating corrective actions as needed.
- Provided exceptional service during high-occupancy periods, maintaining quality standards despite increased demands.
- Trained new employees on departmental procedures and provided assistance in finding cleaning supplies.
Education
Master of Arts - Business Economics
Punjabi University Patiala
Punjab , India08.2007
Bachelor of Arts - Economics
Punjabi University Patiala
Punjab , India07.2005
Skills
- Relationship building and management
- Financial Advising
- Education funds
- Client Relations
- Insurance Planning
- Insurance sales
- Investment planning
- Customer Service
Languages
English
Full Professional
French
Elementary
Punjabi
Native or Bilingual
Hindi
Full Professional
Urdu
Professional Working
Certification
- Licensed Insurance of person AMF -Since 2020
- Mutual Fund License IFSE- March 2022
Timeline
Financial Advisor
Experior Financial Group
12.2023 - Current
Financial Advisor
Sun Life Financial
09.2021 - 11.2022
Financial Advisor
IA Financial Group
11.2020 - 08.2021
Customer Service Representative
IO Solutions Call Center
08.2019 - 09.2020
Housekeeping Assistant
Ruby Foo's Hotel
08.2017 - 07.2019
Master of Arts - Business Economics
Punjabi University Patiala
Bachelor of Arts - Economics
Punjabi University Patiala
Similar Profiles
Laura BernardLaura Bernard
Senior Manager at Experior Financial GroupSenior Manager at Experior Financial Group
KATELYN CATOEKATELYN CATOE
Financial Advisor at Experior Financial GroupFinancial Advisor at Experior Financial Group
Carmen BogdanCarmen Bogdan
Administrative Assistant at Experior Financial GroupAdministrative Assistant at Experior Financial Group
Adrian DuncanAdrian Duncan
Financial Associate at Experior Financial Group inc.Financial Associate at Experior Financial Group inc.
Michael MatondoMichael Matondo
Insurance Analyst at Manulife InsuranceInsurance Analyst at Manulife Insurance