Jaskaran Braich
Brampton,Canada
Summary
Accomplished financial and insurance professional with proven success at CIBC and currently with Billyard Insurance Group. Skilled in financial planning, wealth management, insurance advising, and client relationship building. Strong background in delivering exceptional customer service, ensuring client satisfaction, and fostering long-term loyalty.
Recognized for achieving revenue growth, enhancing client experiences, and consistently exceeding sales targets through personalized service and strategic financial guidance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Broker
Billyard Insurance Group
Brampton, Canada
06.2025 - Current
- Evaluated client needs and provided tailored insurance solutions.
- Build and maintain strong client relationships, driving renewals and referrals.
- Ensure compliance with RIBO standards while providing transparent, client-focused service.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Identified opportunities for cross-selling additional products or services.
Associate Financial Services Specialist
CIBC
Mississauga, Canada
04.2023 - 05.2025
- Delivered tailored financial solutions in banking, insurance, and investment.
- Built and maintained strong client relationships, increasing retention and referrals.
- Identified new revenue opportunities and consistently exceeded quarterly sales targets.
- Guided clients on wealth, retirement, and risk management strategies while ensuring compliance.
- Conducted comprehensive financial assessments to optimize portfolios and client satisfaction.
Financial Services Representative
CIBC
Mississauga, Canada
06.2021 - 04.2023
- Assisted clients with day-to-day banking, home ownership, insurance, and retirement planning.
- Increased client retention through proactive communication and market updates.
- Developed comprehensive financial plans to support long-term goals.
Mobile Financial Sales Specialist
CIBC
Mississauga, Canada
03.2020 - 05.2021
- Prospected and sold full suite of products to customers and small businesses.
Retail Keyholder / Small Business Specialist
Rogers Communications
Mississauga, Canada
06.2019 - 03.2020
- Consistently exceeded sales targets by tailoring solutions for consumer and business clients.
Sales Associate
Shell Gas Station
Brampton, Canada
11.2016 - 12.2018
- Delivered excellent customer service and managed transactions with accuracy.
Education
High School Diploma - Honours
Sheridan College Institute of Technology And Advanced Learning
Brampton, ON01.2018
Master of Arts - Political Science, First Division
Panjab University
Chandigarh, India01.2016
Skills
- Financial & Insurance Planning
- Risk Management & Compliance
- Customer Relationship Building
- Customer Service & Client Support
- Cash Management & Asset Optimization
- Financial product knowledge
- Client needs assessment
- Team collaboration
Certification
- Canadian Investment Funds Course, IFSE Institute, 02/01/21
- RIBO Level 1, IIC, 04/01/25
Languages
- English, Full Professional
- Punjabi, Native or Bilingual
- Hindi, Full Professional
Timeline
Insurance Broker
Billyard Insurance Group
06.2025 - Current
Associate Financial Services Specialist
CIBC
04.2023 - 05.2025
Financial Services Representative
CIBC
06.2021 - 04.2023
Mobile Financial Sales Specialist
CIBC
03.2020 - 05.2021
Retail Keyholder / Small Business Specialist
Rogers Communications
06.2019 - 03.2020
Sales Associate
Shell Gas Station
11.2016 - 12.2018
High School Diploma - Honours
Sheridan College Institute of Technology And Advanced Learning
Master of Arts - Political Science, First Division
Panjab University