Ketan Makwana
Calgary,Canada
Summary
Experienced financial advisor with over a decade of expertise in strategic planning, financial advisory, and operational management. Skilled in developing tailored solutions that enhance business performance and client satisfaction. Pursuing an MBA and CFA Level 1 to further strengthen analytical and consulting capabilities.
Overview
8
8
years of professional experience
Work History
Financial Advisor/Planner
CIBC Imperial Services
Calgary, Canada
04.2024 - Current
- Implemented tailored financial strategies, fostering a 15% portfolio growth within six months.
- Developed comprehensive solutions for high-net-worth clients, enhancing investment management and estate planning.
- Implemented strategic sales frameworks that converted over 30% of prospects into long-term clients, boosting revenue
- Built strong relationships through client-centric advisory, leading to a 20% increase in referrals and customer loyalty
- Partnered with cross-functional teams to streamline client onboarding, reducing process time by 25%
Financial Advisor
Royal Bank of Canada
Calgary, Canada
02.2023 - 04.2024
- Delivered comprehensive financial advisory services, addressing complex personal and business needs, achieving a 12% increase in client satisfaction scores
- Collaborated with market-leading professionals in financial planning, retirement, and mortgages to provide holistic solutions
- Leveraged digital tools to enhance client experience and improve operational efficiency, resulting in a 10% increase in sales productivity
- Spearheaded community engagement initiatives that led to a 25% boost in client acquisition through targeted outreach efforts
Banking Advisor
Royal Bank of Canada
Calgary, Canada
04.2021 - 02.2023
- Engaged proactively with clients to identify and resolve financial challenges, improving cross-sell opportunities by 18%
- Delivered personalized education on digital banking tools, increasing client adoption rates by 20%
- Cultivated strong relationships with partners across departments, resulting in a 15% increase in referrals and collaborative deals
- Supported operational excellence by standardizing branch workflows, enhancing customer service efficiency
Retail Store Manager
Walmart Wireless
Swift Current, Canada
03.2017 - 04.2021
- Directed a high-performing team to consistently exceed sales targets, achieving 10% annual growth in revenue
- Conducted in-depth analysis of financial and operational data, leading to strategic changes that increased profitability
- Designed and executed promotional campaigns, boosting customer engagement and foot traffic by 20%
- Maintained operational excellence by streamlining workflows, achieving a 15% reduction in overhead costs
Education
MBA -
Queen’s University
Kingston, ON12-2026
Personal Financial Planner PFP® -
Canadian Securities Institute
04.2024
Canadian Securities Course -
Canadian Securities Institute
08-2025
CFA Level 1 -
CFA Institute
08-2025
Post-Graduate Certificate - Business
Lakeland College
Lloydminster, AB04-2015
BBA -
M.S. University
India05.2013
Skills
- Strategic Planning & Analysis
- Financial Advisory
- Client Relationship Management
- Sales & Revenue Growth
- Operational Optimization
- Cross-Functional Collaboration
- Proficiency in the Microsoft Office Suite
- Financial Tools
- Digital Banking Platforms
- Managing wealth
- Developing financial plans
- Mutual funds understanding
- Sales follow-up
- Investment planning
- Analytical thinking
- Investment portfolio management
- Relationship building and management
- Wealth management
- Investment consulting and planning
- Verbal and written communication
- Financial modelling
Languages
English
Full Professional
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
References
References available upon request.
Timeline
Financial Advisor/Planner
CIBC Imperial Services
04.2024 - Current
Financial Advisor
Royal Bank of Canada
02.2023 - 04.2024
Banking Advisor
Royal Bank of Canada
04.2021 - 02.2023
Retail Store Manager
Walmart Wireless
03.2017 - 04.2021
MBA -
Queen’s University
Personal Financial Planner PFP® -
Canadian Securities Institute
Canadian Securities Course -
Canadian Securities Institute
CFA Level 1 -
CFA Institute
Post-Graduate Certificate - Business
Lakeland College
BBA -
M.S. University
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