Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Core Competencies
Languages
Timeline
Generic

Karan Mody

Kamloops

Summary

Detail-oriented and client-focused financial services professional with over 2 years of experience in retail banking, customer service, and personal finance. Certified with the Investment Funds in Canada (IFIC) and well-versed in financial products, client relationship management, and regulatory compliance. Passionate about helping clients achieve their financial goals and transitioning into a Financial Advisor role to offer tailored financial solutions and investment guidance.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Customer Experience Associate

Scotiabank
02.2023 - Current
  • - Assisted 60+ customers daily with banking services, cash handling, and transaction processing with 100% accuracy.
  • - Educated clients on banking products including chequing/savings accounts, credit cards, and lines of credit.
  • - Supported branch in achieving sales goals by identifying client needs and making appropriate referrals to financial advisors and specialists.
  • - Maintained strong knowledge of anti-money laundering (AML) and privacy policies, ensuring compliance at all times.
  • - Built strong customer relationships, contributing to high customer satisfaction and repeat engagement.

Banquet Manager

Aramark
10.2022 - 06.2025
  • Coordinated event logistics, ensuring seamless execution of banquet operations.
  • Managed staff schedules, optimizing team performance and resource allocation.
  • Implemented quality control measures to enhance guest satisfaction and service consistency.
  • Developed training materials for new hires, promoting knowledge retention and operational efficiency.

Education

Postbaccalaureate Diploma - Finance

Thompson Rivers University
Kamloops, None
12-2024

Bachelor of Commerce - Banking And Finance

Mumbai University
Mumbai India
06-2021

Skills

  • MS Excel, PowerPoint, Word
  • Banking CRMs (eg, Scotia CRM, Salesforce)
  • Financial Planning Tools
  • Point-of-Sale Systems
  • Computer skills
  • Customer service
  • Sales and upselling
  • Understanding customer needs
  • Customer data confidentiality
  • Teamwork and collaboration
  • Calm and professional under pressure
  • Microsoft office
  • Customer relations

Accomplishments

IFIC CERTIFIED ( MUTUAL FUNDS)

Certification

  • Investment Funds in Canada (IFIC) – Canadian Securities Institute (CSI)
  • Anti-Money Laundering (AML) and Privacy Training – Scotiabank (2023)

Core Competencies

  • Investment & Mutual Funds
  • Financial Needs Analysis
  • Client Relationship Management
  • Risk Assessment & Compliance
  • Retirement & Savings Planning
  • CRM & Banking Software
  • Goal-Based Financial Planning
  • Team Collaboration & Communication

Languages

English
Full Professional
Hindi
Native or Bilingual

Timeline

Customer Experience Associate

Scotiabank
02.2023 - Current

Banquet Manager

Aramark
10.2022 - 06.2025

Postbaccalaureate Diploma - Finance

Thompson Rivers University

Bachelor of Commerce - Banking And Finance

Mumbai University

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Karan Mody