Jagdeep Sandhu
Kelowna
Summary
Accomplished financial professional with a track record of delivering tailored financial solutions, driving portfolio growth, and building trust-based client relationships. Experienced in advanced financial analysis, lending strategies, and holistic advisory services. Known for strategic problem-solving, strong interpersonal skills, and commitment to achieving exceptional client outcomes. Looking forward to leveraging my experience to drive meaningful results and support long term growth for both clients and the organization.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Business Operations Manager
Surjit Sandhu Orchards
10.2012 - Current
- Directed daily farm operations, including planting, harvesting, and equipment maintenance, ensuring efficiency and productivity.
- Managed budgets and financial reports, achieving cost reductions and increasing profitability through strategic financial management.
- Supervised and trained staff, implemented sustainable practices, and ensured compliance with agricultural regulations.
- Developed strategic plans for resource management and risk mitigation, enhancing overall farm operations and market reach.
Agriculture Specialist (Client Relationship Manager)
Scotiabank
01.2024 - 01.2025
- Cultivated and strengthened relationships with a diverse range of agricultural clients, delivering customized financial solutions and strategic advice, resulting in improved client satisfaction and retention.
- Utilized advanced financial modeling techniques to analyze financial statements, providing actionable insights that significantly enhanced clients' financial health.
- Led cross-departmental collaboration efforts to deliver comprehensive financial services, which greatly enhanced overall client satisfaction and service delivery.
- Proactively expanded client base through targeted outreach and strategic networking, leading to a notable increase in new client engagement.
Analyst, Commercial Accelerate Program
Scotiabank
09.2022 - 01.2024
- Prepared and analyzed detailed credit reports, performing financial statement analysis and credit risk evaluation to support relationship managers and strengthen credit decision‑making.
- Monitored loan portfolio performance, reviewed financial trends and covenant compliance, and flagged emerging risks to support proactive credit risk management.
- Collaborated with internal partners and lending teams to identify cross‑sell opportunities, assist with credit requests, and strengthen client solutions across products and services.
- Gained extensive experience through rotations across multiple business lines, including Commercial Distribution and Global Risk Management, and contributed to various team projects and initiatives.
Marketing Campaign Manager
Grad Media
09.2021 - 12.2021
- Developed and led the successful execution of a high-impact marketing campaign that surpassed initial expectations, leading to an extension and broader campaign reach.
- Implemented innovative marketing strategies that significantly increased customer engagement within target markets, boosting overall campaign ROI.
- Managed and scheduled comprehensive advertising campaigns across various social media platforms, enhancing brand visibility and engagement.
Education
BBA -
Okanagan College
Kelowna, BC12.2022
Skills
- Financial statement analysis & credit risk assessment
- Commercial loan origination & documentation processing
- Periodic credit quality evaluation & covenant compliance monitoring
- Advanced Strategic Data Analysis using tools such as Salesforce, and Microsoft Office
- Strategic relationship building and cross‑team collaboration
Languages
English - Expert
Punjabi - Expert
Certification
- The Fundamentals of Digital Marketing, Google Digital Garage November 2021
- Google Analytics for Beginners, Google Analytics Academy October 2021
Timeline
Agriculture Specialist (Client Relationship Manager)
Scotiabank
01.2024 - 01.2025
Analyst, Commercial Accelerate Program
Scotiabank
09.2022 - 01.2024
Marketing Campaign Manager
Grad Media
09.2021 - 12.2021
Business Operations Manager
Surjit Sandhu Orchards
10.2012 - Current
BBA -
Okanagan College