Jashan Dhaliwal
Winnipeg
Summary
Accomplished financial professional with a proven track record in developing personalized financial plans to assist clients in achieving their short- and long-term objectives. Expertise in wealth management, financial consulting, and client relations, with a focus on insurance sales and investment planning. Committed to delivering exceptional service, exceeding sales targets, fostering consistent business growth, and ensuring client satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
Canadian Imperial Bank of Commerce
02.2021 - Current
- Offered clients strategic advice across financial products and services to meet debt management, insurance coverage and investment needs
- Revitalized clients' financial plans with forward-thinking approaches based on desired risk levels and expected market conditions
- Generated referrals from service providers, solicitors and valuers
- Used consultative appointments focused on analyzing existing client situations and identified opportunities for improvement achieving more than 90% of my target goals
- Assisted with portfolio management to ensure optimal asset allocation and diversification for clients.
Financial Services Representative
Easy Financial
02.2020 - 02.2021
- Determined and met customer needs based on thorough financial assessments
- Brought in new leads with presentations, referrals and sales meetings
- Participated in internal sale and referral programs to achieve branch goals
- Established relationships with members and sought opportunities to offer products and services
- Assisted with business transitions, special programs and projects by conducting in-depth reviews of potential expenses, benefits and risks
Supervisor
Tim Hortons
06.2018 - 01.2020
- Trained and developed foodservice team members in company policies and service standards
- Improved team performance by offering direction and hands-on support
- Verified employee performance, checking each job and retraining or disciplining to correct problems
- Delivered high quality training for new team members
Technical Support Representative
Shaw Telecommunications
11.2017 - 06.2018
- Guided users through step-by-step solutions following pre-determined scripts and technical troubleshooting procedures
- Diagnosed and resolved technical hardware and software issues
- Accommodated wide-ranging customer experience levels by adjusting technical support strategies
- Recorded customer issues on database to streamline process and fastrack resolutions
Education
BBA - General
University of Fredericton
Fredericton, NB07-2027
Diploma - Information Technology Support Services
Sheridan College Institute of Technology and Advanced Learning
Oakville, ON08.2017
Skills
- Cash Flow Optimization
- Investment Strategy Development
- Customer Relationship Management
- Effective Insurance Sales Strategies
- Market Expansion Initiatives
- Estate Planning Expertise
Certification
- IFIC Licensed Mutual Funds Representative, 4 years
- PFSA, 2023
- Enrolled in Financial Planning 2
- Working towards PFP (Personal Financial Planner) designation
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Associate Financial Advisor
Canadian Imperial Bank of Commerce
02.2021 - Current
Financial Services Representative
Easy Financial
02.2020 - 02.2021
Supervisor
Tim Hortons
06.2018 - 01.2020
Technical Support Representative
Shaw Telecommunications
11.2017 - 06.2018
BBA - General
University of Fredericton
Diploma - Information Technology Support Services
Sheridan College Institute of Technology and Advanced Learning
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