Khyati Shrivastav
Victoria,Canada
Summary
Accomplished Branch Manager and Financial Advisor with over 6 years of experience in the finance industry. Demonstrates exceptional leadership and management skills, overseeing branch operations and ensuring excellent customer service. Expertise in financial advising, mentoring, EFT strategies, and debt management. Proficient in trend analysis, investing, and sales, with a proven ability to adapt to dynamic environments. Successfully manages multi-million-dollar client and corporate portfolios, driving growth and achieving financial goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor – Investment and Retirement Planning
Bank of Nova Scotia
Victoria, Canada
12.2022 - Current
- Provide comprehensive financial advice to clients, including day-to-day banking, investments, borrowing solutions, and tax-efficient strategies.
- Build and nurture strong, long-standing relationships with clients, ensuring exceptional service throughout their financial journey.
- Develop, retain, and grow the branch business by meeting individual and team sales goals.
- Oversee branch operations and staff, ensuring smooth functioning and high performance in the manager's absence.
- Mentor and support branch staff, fostering a collaborative and high-performing work environment.
- Address and resolve client issues and branch operational challenges effectively.
Relationship Manager
Coast Capital Savings
Victoria, Canada
12.2021 - 12.2022
- Jane-of-all-trades helping customers with their lending and investment needs while establishing solid long-term banking relationships.
- Being a hybrid role, responsible for supporting and leading the team with innovative products and services.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Maximized and maintained client satisfaction in all aspects of credit management.
- Provided advice on investments, strategies and market to the clients.
- Anticipate client issues about maturities, renewals, change of investment objectives and behaviour that can result in compliance or regulatory concerns.
Banking Centre Leader II
CIBC
Salt Spring Island, Canada
10.2020 - 12.2021
- Lead and direct customer service and sales and motivate and coordinate with teams to sell, increase productivity and champion innovation by leading from the top.
- Manage banking center with high quality leadership to achieve center's goals and standards.
- Supervisor banking center staff and be responsible for complying with policies to increase profitability.
- Communicate periodically with upper management to review performance and staff on developments.
- Ensure completion of sales and service training and regulatory compliance.
- Responsible for managing and monitoring staff's contribution towards customer's sales and service functions of the banking center.
- Set a personal outside calling program to determine and implement new business assessment process.
- Deliver deposit and loan products to strengthen long term customer and banking relationship for guaranteeing profitability of banking center.
- Adhere to security controls for protecting branch against risk of criminal and fraudulent actions.
- Strategize plans and actions to improve quality of Banking Center's service.
- Encourage and promote positive team environment through leading by example.
- Adhere to policies and procedures of the bank.
Financial Advisor
CIBC
Salt Spring Island, Canada
10.2020 - 01.2021
- Responsible for building key relationships with clients, understanding their financial and personal goals, providing informative and tailored service, and recommending the right products and solutions that will enable their financial success.
- Introducing clients to mobile banking applications, enabling them to better manage their banking needs.
- Growing the network, deepening existing relationships, and collaborating with others to ensure clients are connected to the right people and opportunities.
- Design debt liquidation plans which consist of the time frame and priority of payoff.
- Interact with clients to determine their financial objectives, earnings, and expenditure so as to design appropriately.
- Solid knowledge and experience in Trusts, foundations and Wealth Structuring solutions.
- Experience with high-net-worth wealth planning and estates and/or business succession planning.
- Provide recommendations on cash management, investment choices, suggest strategies necessary to achieve financial targets or overcome financial challenges.
- Advising clients on the homebuying process and explaining the different types of mortgages, repayments, and mortgage protection.
- Offering several mortgage options for the client to choose from.
- Keeping up to date with new mortgage products.
Financial Services Representative
Easy financial
Victoria, Canada
10.2016 - 01.2020
- Create superior customer sales experiences by engaging, listening and understanding the financial needs of potential customers and matching their needs to the lending solutions in a pleasurable sales environment.
- Capitalize on financial cross-sales and add-on products by paying attention to customer needs to specifically pinpoint sales opportunities.
- Review and evaluate online financial loan applications, assess the applicants' credit worthiness, perform financial analysis, and other risk assessments to maximize quality of the sale and limit future collection items.
- Manage collections activities for all past due financial accounts, maintaining an impeccable level of service.
- Educate clients on the benefits of financial planning and debt management.
Business Solutions Analyst
Shaw Communications
Vancouver, Canada
04.2016 - 10.2016
- Analyzed client financial and operational performance, evaluated business processes and recommended solutions to improve customer satisfaction and indemnity accuracy.
- Gathered and organized data to analyze current industry trends.
- Sharing extensive knowledge of sales and in-house system techniques to new hires.
- Using consultative approach to target customer's needs.
- Provide a high level of customer service, building trust, confidence and empowering clients.
Technical Recruitment Analyst
Collabera Technologies
Vadodara, India
03.2013 - 09.2015
- Communicated duties, compensation, benefits and working conditions to potential candidates, enabling solid understanding of job expectations.
- Brought in well-qualified, multifaced job candidates to fill open positions.
- Planned and executed recruitment events to bring in area candidates.
- Increased recruiting network by leveraging industry contacts and internet mining resources, including CareerBuilder, Indeed and LinkedIn.
- Led recruitment team and trained, mentored and developed new advisors.
- Managed and updated recruitment ATS and CMS software.
- Performed professional and technical recruiting in areas of skilled trade, finance and IT.
Education
Post Degree Diploma - Information and Communication Technology
Douglas College
New Westminster, BC04.2017
Post Degree Diploma - Business Administration- marketing
Douglas College
New Westminster, BC04.2017
Bachelor of Technology - Computer Science And Technology
Sir Padampat Singhania University
Udaipur, India08.2012
Skills
- Client Relationship Development
- Trading strategies
- Sales & Marketing
- Market Analysis
- Advanced Excel
- Investment Products
- Financial Services
- Regulatory Compliance
- Financial Planning
- Effective Communication
- Salesforce Experience
Certification
- IFSE, Canada, Mutual Funds Certification
- Canadian Securities Institute, Personal financial service advice
- Canadian Securities Institute, Financial Planning 1
- CIFP, Enrolled in the CIFP advanced financial planning course, final examination on 07/15/25
Languages
English
Full Professional
Hindi
Native/ Bilingual
Timeline
Senior Financial Advisor – Investment and Retirement Planning
Bank of Nova Scotia
12.2022 - Current
Relationship Manager
Coast Capital Savings
12.2021 - 12.2022
Banking Centre Leader II
CIBC
10.2020 - 12.2021
Financial Advisor
CIBC
10.2020 - 01.2021
Financial Services Representative
Easy financial
10.2016 - 01.2020
Business Solutions Analyst
Shaw Communications
04.2016 - 10.2016
Technical Recruitment Analyst
Collabera Technologies
03.2013 - 09.2015
Post Degree Diploma - Information and Communication Technology
Douglas College
Post Degree Diploma - Business Administration- marketing
Douglas College
Bachelor of Technology - Computer Science And Technology
Sir Padampat Singhania University
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