JASMEEN LAL
Toronto,ON
Summary
Dynamic Financial Advisor with expertise in risk assessment and financial analysis at WORLD FINANCIAL GROUP. Proven ability to enhance client relationships and manage insurance claims effectively. Skilled in retirement planning and market research, delivering tailored solutions that meet diverse client needs while fostering trust and satisfaction.
Overview
16
16
years of professional experience
Work History
Financial Advisor
WORLD FINANCIAL GROUP
Toronto, ON
01.2022 - Current
- Risks assessment and management
- Analyzing clients’ needs
- Managing insurance claims
- Conduct periodic policy reviews, perform follow-up calls as needed with newly onboarded clients.
- Discuss with clients about their needs and different kinds of insurance and the respective coverage.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
Heavy Duty Cleaner
City of Toronto
01.2011 - Current
- Maintains and ensures a high standard of cleanliness with the effective use of supplies, solutions and equipment such as floor and buffing machines, steamers, and vacuums.
- Adheres to safe work practices.
- Cleans and disinfects all types of surfaces such as floors, walls, ceilings, tables, chairs, beds, and other furniture.
- Cleans and disinfects fixtures such as sinks, toilets, showers, tubs and mirrors.
- Cleans all appliances.
- Strips and refinishes all types of hard floor surfaces.
- Sets up rooms for shelter resident and staff use.
- Receives items delivered and carries/moves items to designated storage areas.
- Performs maintenance duties and small repairs such as replacing light bulbs, unplugging drains and toilets, changing A/C filters, furniture repairs etc.
- Shovels snow, salts walkways use snow moving equipment such as snow blowers.
- Cuts grass using lawn maintenance equipment such as mowers, weed trimmers and ensures parking lots, walkways and other areas are free of all debris.
- Supply inventory in designated areas/locations.
- Able to work in a commercial laundry room sorting linen, using industrial equipment.
- Collects and sorts of garbage and recyclables.
Client Services Worker AR
City of Toronto
10.2022 - 01.2023
- Perform initial screenings and assess client eligibility for admittance to emergency shelter programs via SMIS.
- Admit clients and assist them to integrate into the emergency shelter environment by providing an orientation to the shelter, explained client rights and responsibilities, housing first, as well as shelter guidelines, and fire evacuation protocols.
- Provided non-judgemental, empathetic, dignified, and respectful services to our clients – the ability to meet them where they are at.
- Ensure safety and well-being of clients and staff by doing regular facility and bed/room check.
- Responding to emergency medical – overdose response – administered Narcan/ CPR and use of AED machine.
- Provided support and intervention in critical incidents occur within the shelter using problem-solving and crisis intervention to de-escalate conflicts.
- Provided a high level of professional customer service skills in establishing and maintaining working relationships with clients, service providers, the public and/or staff when addressing service inquiries, requests and/or complaints.
- Completion of Incident reports, communication logs.
- Participate in Resident meetings, team meetings, client case conferences and a member of the Positive Space Committee.
Outreach Prevention Worker
Youthlink - Innercity
01.2009 - 01.2010
- Worked to build rapport and professional relationships with street involved youth.
- Provided referrals to community resources including but not limited to: Shelters, medical, meal programs, financial, PAID ID program, meal programs, educational/employment, legal, harm reduction programs/resources and housing supports.
- Provided case management, advocacy, and brief solution focused counselling.
- Provided crisis intervention, conflict resolution.
- Provided referrals to Withdrawal Management services, opiate replacement programs/safer supply.
- Facilitated workshops on health sexuality, mindfulness, mental health, housing.
- Organized, trained/mentored peers for the Peer Outreach worker program.
- Created a comprehensive housing resource guide for service users.
- Collection of statistical information, documentation as required by the agency.
Education
Shelter support system certificate -
Centennial College
Scarborough, None01-2022
High school diploma -
Tavua college
Skills
- Risk assessment
- Financial analysis
- Retirement planning
- Client relationship management
- Insurance claims management
- Market research
Training
- De-escalation Skills training
- Psychological First Aid
- Harm Reduction: Overdose recognition, prevention, and response
- Harm Reduction 101
- Shelter Management and Information System (SMIS)
- Documentation
- Positive Space
- Indigenous Awareness Training
References
Available upon request.
Timeline
Client Services Worker AR
City of Toronto
10.2022 - 01.2023
Financial Advisor
WORLD FINANCIAL GROUP
01.2022 - Current
Heavy Duty Cleaner
City of Toronto
01.2011 - Current
Outreach Prevention Worker
Youthlink - Innercity
01.2009 - 01.2010
Shelter support system certificate -
Centennial College
High school diploma -
Tavua college
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