Jaldeep Bedi
Toronto,ON
Summary
Personable business professional bringing successful 10-year career in financial roles within large and fast-paced corporations. Business analysis professional with 4+ years of experience involving Agile, scrum and traditional (waterfall) systems and managing requirements, backlog & priorities for asset management systems
Accomplished Advisor with 5-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Overview
10
10
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
02.2019 - Current
- Improved client financial stability by assessing their current financial situation and developing customized plans. Top 25% of the Advisors in the district for 3 quarters in a row
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
- Created financial models to analyze and evaluate investment strategies.
- Streamlined internal processes by implementing innovative technology solutions for better efficiency in client management.
Senior Financial Planning Associate
Ameriprise Financial Ltd
02.2015 - 10.2018
- Improved project efficiency by analyzing business processes and identifying areas for improvement.
- Implemented Agile methodologies within project teams, increasing overall adaptability and responsiveness.
- Created detailed user stories for system enhancements, leading to improved functionality and user satisfaction.
- Evaluated vendor proposals for technology solutions, ensuring alignment with organizational needs and budget constraints.
- Transformed product vision into business and system requirements via JIRA stories, and prepared process flow and state diagrams in Visio for common understanding of key areas
- Led process mapping initiatives, resulting in optimized workflows and reduced redundancies across departments.
- Gathered requirement through targeted questionnaires and interviews for client and other business users and conducted walkthrough sessions for development and testing team
- Became part of monthly product roadmap meetings and support product development activities
- Supported data analysis and requirement development for ongoing user requests
- Liaised with application developers and business subject matter experts to brainstorm and document innovative solutions
Business Analyst
Elite Wealth
01.2014 - 02.2015
- Improved business processes by analyzing current practices and recommending optimization strategies.
- Conducted interviews with stakeholders for requirements gathering and data validations
- Gathered user stories and developed the product backlog
- Worked closely with different teams and negotiated deliverables and milestones whenever necessary
- Co-ordinated and controlled the end-to-end process of capturing all key project artifacts including business cases, project charters, baseline plans, change requests, status reports, milestones
- Analyzed issues for the root cause, determined if issues could be prevented by changes in software or business process
Education
Post-Graduate Diploma - Business Analytics
Udacity
Toronto05.2020
Certificate - Investment Funds In Canada
Canadian Securities Institute
11.2019
Certificate - CFP
FPSB
India10.2013
Bachelor of Arts - Economics
Delhi University
Delhi, India06.2013
Skills
- Business Process Mapping
- Data Analysis (SQL)
- User Acceptance Testing
- Requirements Gathering
- Process Mapping
- Software Development Lifecycle (Agile & Waterfall)
- Agile Methodology
- Stakeholder Management
- Tableau Experience
- Gap analysis (As-is v/s to To-be)
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Senior Financial Advisor
Scotiabank
02.2019 - Current
Senior Financial Planning Associate
Ameriprise Financial Ltd
02.2015 - 10.2018
Business Analyst
Elite Wealth
01.2014 - 02.2015
Post-Graduate Diploma - Business Analytics
Udacity
Certificate - Investment Funds In Canada
Canadian Securities Institute
Certificate - CFP
FPSB
Bachelor of Arts - Economics
Delhi University
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