Summary
Overview
Work History
Education
Skills
Certification
Languages
Coursework
Awards
Timeline
Generic

Jeel Pitroda

St. Albert,AB

Summary

Conscientious Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

CIBC
10.2023 - Current
  • Managed a book of clients and provided tailored solutions to their lending, investment, cash management and insurance needs.
  • Collaborated with senior advisors on complex cases, contributing valuable insights and expertise.
  • Conducted in-depth financial analysis to identify areas of potential growth or risk within clients'' portfolios.
  • Expanded client base by generating referrals from satisfied clients and conducting targeted outreach initiatives.
  • Assisted with portfolio management to ensure optimal asset allocation and diversification for clients.
  • Streamlined financial planning processes for increased efficiency and improved client experience.

Financial Services Representative

CIBC
07.2022 - 10.2023
  • Served as primary contact for new account openings and cross-sale of other products and services to clients and prospects
  • Managed lobby and addressed client's immediate needs to support front line staff
  • Suggested viable solutions to improve clients' financial statuses
  • Explored financial possibilities with customers by identifying issues and finding solutions
  • Checked files and verified completeness of notes to organize client documentation
  • Developed in-depth knowledge of available financial products to advise clients accordingly.

Banking Advisor

RBC
10.2021 - 06.2022
  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter
  • Resolve customer complaints or answer customers' questions regarding policies and procedures
  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts.

Education

Diploma In Finance -

NAIT
Edmonton, AB
05.2021

Skills

  • Critical thinking
  • Sales
  • Portfolio Management
  • Retirement planning
  • Cash Flow Management
  • Client Relations
  • Mutual funds
  • Academic
  • Administrative support

Certification

  • Canadian Securities Course
  • Licensed Mutual Fund Representative
  • Certificate in Financial Services Advice

Languages

English
Hindi

Coursework

Investments

Awards

Dean's Honour Roll

Timeline

Associate Financial Advisor

CIBC
10.2023 - Current

Financial Services Representative

CIBC
07.2022 - 10.2023

Banking Advisor

RBC
10.2021 - 06.2022

Diploma In Finance -

NAIT

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Jeel Pitroda