Jasmeet Kaur
Dartmouth,Canada
Summary
Dynamic financial professional with extensive experience at Scotiabank, specializing in investment strategies and client relationship management. Proven track record in developing tailored financial plans and optimizing client portfolios through comprehensive market research. Adept at building trust and delivering exceptional service, ensuring clients achieve their long-term financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Virtual Senior Financial Advisor
Scotiabank
Halifax, NS
03.2025 - Current
- Advised clients on investment strategies and financial planning options.
- Developed comprehensive financial plans based on client goals and risk tolerance.
- Conducted market research to identify investment opportunities for clients.
- Evaluated client portfolios and recommended adjustments to optimize performance.
- Built strong relationships with clients through effective communication and trust-building activities.
- Developed financial plans for clients based on their individual needs and long-term goals.
Senior Customer Care Advisor; Investments (Licensed Mutual Funds Advisor)
The Bank of Nova Scotia
Halifax, NS
08.2022 - Current
- In addition to my previous responsibilities, this role adds an advisory task for buying and selling mutual funds on behalf of customers
- Complete understanding of servicing SSI accounts and providing sound advice to customers regarding their mutual fund investments
Customer Care Advisor; Investments
The Bank of Nova Scotia
Halifax, NS
11.2021 - 08.2022
- Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning
- Discussed financial needs and goals to present investment options aligned with clients' financial status
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions
- Cold-called potential clients to discuss available financial products and services Cross-sold bank products and services based on customer needs to boost sales.
Sandwich Artist
Subway
Dartmouth, NS
08.2021 - 08.2022
- Kept customer and food preparation areas clean and well-organized
- Delivered superior customer service focused on quality and meeting customer needs
- Completed opening, closing and shift change tasks by following company guidelines
- Verified orders and bagged items for easy transport
- Used POS system and cash register to receive payments by cash, check, credit card and voucher
- Assisted in preparing food by cutting, chopping, and marinating meats, vegetables, and fruits.
Line Cook
Boston Pizza
Halifax, NS
09.2021 - 11.2021
- Operated fryers and grills according to instructions to maintain safety and food quality
- Sanitized food preparation areas, grills, and equipment to avoid cross-contamination from raw items
- Followed proper food handling methods and maintained correct food temperature for high scores on health inspections
- Restocked food items throughout shift to prepare necessary ingredients for cooking and timely service
- Grilled and deep-fried various foods from meats to potatoes
- Assisted in preparation of menu items ranging from burgers to sandwiches.
Shift Manager
Mcdonalds- Lealin Ltd
Halifax, NS
06.2020 - 09.2021
- Ran daily reports to assess performance and make proactive adjustments
- Helped employees operate productively and stay on task to meet business and customer needs
- Documented receipts, employee hours and inventory movements
- Trained and supervised staff members
- Uphold company standards and compliance requirements for operations and cleanliness of all areas
- Forecasted trends in expected business levels and adjusted labor and inventory to match expectations
- Completes all other duties as assigned.
Crew Member
Mcdonalds- Lealin Ltd
Halifax, NS
01.2020 - 05.2020
- Drove team success by completing assigned task quickly and accurately
- Entered orders into computer system to send order details to kitchen, mentioning customers' special requests and food allergies in person
- Delivered entrees to tables and made sure each guest received the correct menu items
- Prepared for busy periods by organizing ingredients and restocking supplies for expected loads Cross-trained in front and back positions to support team and help meet all customer needs.
Shift Manager
Mcdonalds- Saujani Enterprises Inc
, British Columbia
07.2019 - 12.2019
- Positioned skilled staff in key areas throughout shift to guarantee optimal productivity of overall department
- Ran daily reports to assess performance and make proactive adjustments
- Extended existing customer relationships through extensive communication and tried-and-true marketing strategies
- Addressed internal and customer-related issues each day and affected strategic resolutions
- Interacted with prospects and customers at various events, including trade shows, seminars, and workshops
- Supervised and trained customer service team members to provide exceptional service, driving retention and satisfaction.
Shift Supervisor
Burlington
, ON
07.2017 - 06.2019
- Motivates and coaches Crew Members, and assists in the training of new Crew Members
- Works as a team player to support other employees in completing their tasks
- Ensures that the Occupational Safety and Health Act
- May assist General Manager in recruiting, interviewing, and hiring of Crew Members
- Completes all other duties as assigned.
Education
Diploma - Financial Services
Mohawk College
Hamilton, ON04.2018
Skills
- Client relationship management
- Investment strategies
- Financial planning
- Mutual funds advisory
- Risk assessment
- Market research
Certification
Canadian Investment Funds License - 2022
Timeline
Virtual Senior Financial Advisor
Scotiabank
03.2025 - Current
Senior Customer Care Advisor; Investments (Licensed Mutual Funds Advisor)
The Bank of Nova Scotia
08.2022 - Current
Customer Care Advisor; Investments
The Bank of Nova Scotia
11.2021 - 08.2022
Line Cook
Boston Pizza
09.2021 - 11.2021
Sandwich Artist
Subway
08.2021 - 08.2022
Shift Manager
Mcdonalds- Lealin Ltd
06.2020 - 09.2021
Crew Member
Mcdonalds- Lealin Ltd
01.2020 - 05.2020
Shift Manager
Mcdonalds- Saujani Enterprises Inc
07.2019 - 12.2019
Shift Supervisor
Burlington
07.2017 - 06.2019
Diploma - Financial Services
Mohawk College
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