Karanjit CHAHAL
Edmonton
Summary
To grow my career with RBC by using my accreditations and experience for mutual growth and success. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and lending.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
RBC
04.2022 - Current
- As a Financial Advisor, I played an imperative part in delivering tailored financial advice to clients
- By assessing clients' financial needs and goals and recommending strategic solutions, whether that be via MyAdvisor for their investment needs or utilizing LINX proficiently to aid with their lending needs
- By streamlining the processes to help the client achieve their needs, I was able to delve into secondary needs we can provide the client support, creating and deepening relationships with clients
- I have consistently been able to contribute to the joint success of our team by meeting and exceeding my personal performance targets, fostering client relationships and staying on top of market conditions and trends.
Banking Advisor
RBC
08.2018 - 04.2022
- At RBC, I have consistently met or exceeded personal goals by primarily focusing on developing and maintaining client relationships by creating a comfortable working relationship in which I am able to assist clients with personal and business goals
- I have developed deeper client relationships by creating personal financial plans using MyAdvisor and collaborating with our partners
- Throughout my tenure, I have taken on any task given to me and have also onboarded new talent by familiarizing them with RBC workflow processes in an effective and efficient manner.
Financial Services Representative
TD Canada Trust
06.2016 - 08.2018
- At TD, I had built a close relationship with my Financial Planning team, proactively looking for opportunities with our day-to-day clientele
- This had led to several large referrals closing in excess of 1-4M
- When I was not partnering with our Financial Planning team, I was working with our clients creating financial plans and goals to help build a structured expert financial future
- At TD, I was assigned personal sales goals and volumes which I exceeded on a consistent basis, regularly outperforming colleagues within the same market.
Market Development Manager
Coca-Cola Bottling
06.2013 - 06.2016
- At Coca-Cola, my role comprised primarily of but not limited to maintaining and growing On Premise and CDC account volume and gross profit within an assigned territory
- These responsibilities coincided with other primary duties which consisted of account development and retention, and new account acquisition.
Education
Human Resource Management Diploma -
NAIT
Edmonton, Alberta04.2014
High School Diploma -
W.P Wagner High School
Edmonton, Alberta06.2008
Skills
- Proven interpersonal and communication skills with strength on problem solving
- Self – motivated, able to initiate activities and proficient in oral and written communication
- Energetic, hardworking, computer literate and responsible
- Team worker with leadership skills and teaching abilities
- Fluent in Punjabi and English
- Client Relations
- Investment Opportunity Identification
- Ethical standards
- Time management
- Loans
Languages
English
Native or Bilingual
Punjabi
Professional Working
Certification
Investment Funds in Canada
Personal Financial Services Advice
Certificate in Financial Services Advice
Certificate in Advanced Financial Advice
Certified Financial Planner (CFP Designation) – expected mid 2024
Timeline
Financial Advisor
RBC
04.2022 - Current
Banking Advisor
RBC
08.2018 - 04.2022
Financial Services Representative
TD Canada Trust
06.2016 - 08.2018
Market Development Manager
Coca-Cola Bottling
06.2013 - 06.2016
Human Resource Management Diploma -
NAIT
High School Diploma -
W.P Wagner High School