Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JASHAN GABA

Toronto,ON

Summary

A bachelor's degree holder and a Financial Services aspirant with professional experience in sales and customer services field with a diligent personality with great organizational skills and committed to professionalism. Pursuing Canadian securities course with an ambition of acquiring CFA license in the foreseeable future. Highly motivated to enter the financial industry and create a successful career path.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Banking Advisor

RBC
09.2023 - Current
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services.
  • Promote the sale of deposit, investment, credit and loan products and services.
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals.
  • Educated clients on various financial matters and provided professional recommendations on products, and services based on each clients' individual needs.

Cards Advisor

RBC
08.2022 - 08.2023
  • Give advice about products and services which is offered by RBC to clients and provide product information with pros and cons according to their requirement.
  • Worked closely with customer accounts to meets their needs and solve their concern by using number of RBC applications.
  • Assessed the record of each customer and recommended appropriate payment plans based on their earnings, payment histories and purchase activities
  • Delivered fast, friendly and knowledgeable service for routine questions and building good client relationship.

Administrative Assistant

ODIN PROTECTION
02.2021 - 07.2022
  • Directed and led employees, supervising activities to drive productivity and efficiency
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
  • Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.

Education

POST-GRADUATE DIPLOMA - FINANCIAL PLANNING AND WEALTH MANAGEMENT

Lambton College
Toronto, ON
04.2022

BACHELOR OF COMMERCE - ACCOUNTING AND FINANCE

Punjabi University
05.2019

Skills

  • Multitasking and Prioritization
  • Creative Problem Solving
  • Interpersonal and communication skills
  • Strong Computer skills
  • Teamwork and Collaboration
  • Superior Customer service

Certification

Investment funds in Canada through Canadian Securities Institute.

Timeline

Senior Banking Advisor

RBC
09.2023 - Current

Cards Advisor

RBC
08.2022 - 08.2023

Administrative Assistant

ODIN PROTECTION
02.2021 - 07.2022

POST-GRADUATE DIPLOMA - FINANCIAL PLANNING AND WEALTH MANAGEMENT

Lambton College

BACHELOR OF COMMERCE - ACCOUNTING AND FINANCE

Punjabi University

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