Jigar Ashar
North York,ON
Summary
Focused financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Over 3 years of success supporting client financial goals through astute investment guidance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
The Bank of Nova Scotia
Toronto
12.2022 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of client's current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as bonds, mutual funds, real estate and insurance products for clients.
- Provided advice on tax-advantaged investment opportunities.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Identified new business opportunities through networking events or referrals from existing clients.
Customer Experience Associate
The Bank of Nova Scotia
Toronto
05.2021 - 12.2022
- Actively Promoting the sale of deposit accounts, investment, protection, credit and loan product services.
- Meeting sales, client satisfaction and productivity targets by understanding client needs, offering first call resolution of issues, and actively selling Scotia bank's full range of products and services based on client's financial needs and goals.
- Generating sales opportunities by proactively promoting, cross-selling and/or up-selling the right products and services while providing accurate product information.
- Opening new personal and non-personal accounts such as chequing, savings and provide access to telephone banking and online banking services.
- Taking proactive approach and ask open-ended discovery questions to applicants to promote the sale of personal and student loans, mortgages, mortgage refinancing, secured and unsecured lines of credit.
- Engaging in discussions with potential clients to understand client goals and identify opportunities to expand and/or acquire new business.
- Responding to client inquiries and needs for convenient access to transactions, information and sales and service.
- Leveraging product knowledge and available tools to meet the client financial needs and client service expectations.
- Completing after sales service activities including client inquiries, product and service maintenance.
- Developing a good understanding of other segments and offering or referring clients to appropriate colleagues to meet their needs.
- Demonstrate the benefits and assist clients in using alternate channels such as ABM, telephone and online.
- Fulfilling client expectations and financial needs while complying with established policies, practices, and procedures.
Education
Financial Planning - Finance
Seneca College of Applied Arts And Technology
North York, ON04-2021
Business Management - Business
Canadore College of Applied Arts And Technology
North Bay, ON08-2020
Bachelor's Of Management Studies - Finance
KES College
Mumbai04-2018
Skills
- Mutual funds
- Managing wealth
- Client Relations
- Financial Modeling
- Research and analysis
- Budget Management
- MS Office
Accomplishments
- Scotia Bank Q1 2024 Top performer.
- Scotia Bank Q4 2023 Top performer.
Certification
- Registered Retirement and Financial Planning Course 1
- Investment Funds in Canada Course.
References
References available upon request.
Timeline
Financial Advisor
The Bank of Nova Scotia
12.2022 - Current
Customer Experience Associate
The Bank of Nova Scotia
05.2021 - 12.2022
Financial Planning - Finance
Seneca College of Applied Arts And Technology
Business Management - Business
Canadore College of Applied Arts And Technology
Bachelor's Of Management Studies - Finance
KES College
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