Kim Bhogal

• Effectively built inclusive classroom and community relationships to meet the needs of all learners
• Managed diverse classrooms of learners, (Special Needs, ELL, Behavioral, IEP's and ISELP)
• Applied differentiated instruction to assess and accommodate the needs of all learners online and in person
• Created unique cross-curricular lesson plans based on the Ministry of Education Ontario Curriculum Guidelines
• Interactively facilitated lessons encouraging critical thinking pedagogy utilizing D2L Brightspace & Pulse Application
• Innovative technology integration in Numeracy & Literacy implemented to meet the needs of 21st Century Learners
• Developed captivating lessons for various subjects and classes, (Language, History, Geography, Math, Science, Instrumental & General Music, Visual Arts, Drama & Dance
• Built respectful long term relationships with learners, faculty and the communities.

• Conducted Financial Planning meetings and presentations with affluent wealth managed clients and bank partners to promote estate, domestic and international trusts, investments, tax and insurance services
• Developed and facilitated wealth management coaching sessions with retail and brokerage networks
• Implemented Financial Planning strategies using Navi Plan Software for a portfolio of affluent clients
• Proactively managed $100,000 million (approx.) in assets to grow and retain business
• Actively marketed Financial Planning role in order to build internal and external referral networks.

Achievements/Awards
• Earned San Francisco Executive Council Award for top quartile Financial Planners in Canada, 2001
• Implemented events for Executive Women in Business for RBC Plaza clients
• Winner of the Royal Bank Financial Group Synergy Award, 1999
• Invitee to many Royal Mutual Fund Conferences across Canada and recognized as one of the TOP FIVE
producers in the district, 1997 - 1999
• Recipient of the RBFG Team Award 1998 presented by the Royal Bank, Main Branch

• Strategically managed GTA West & Toronto West Districts (Etobicoke, Brampton, Burlington, North York)
• Generated $300 million (approx.) in Wealth Management revenue per annum
• Networked with Retail Bank District VP's and Branch Managers to facilitate and enhance the referral of Wealth Management solutions throughout the branch network
• Provided Financial Planning, Estate Will Instructions & Domestic and International Tax and Insurance solutions to high net worth clients through the use of Naviplan Software
• Made client recommendations to utilize internal team of specialists within Estate & Trust, Scotia Cassels, Scotia Mc Leod, Mortgage specialists & Private Banking groups
• Implemented sale of fee based services to meet regional & national fee objectives
• Developed and presented skill building training sessions on Wealth Management techniques to assist various district Branch Managers, bank staff & Scotia McLeod Brokers with opportunity spotting strategies
• Implemented marketing campaigns to promote reward and recognition for top retail referrers to wealth management
• Networked with Wealth Management partners internally and externally on strategies to exceed sales thresholds.

Achievements/Awards
• Earned various," Applause Certificates,” for Respect, Commitment, Insight & Spirit 2002-2010
• Created Wealth Management quick tip fact finder for NW GTA branch network, 2006
• Facilitated national, “Team of Specialists Client Commitment,” training program for
Scotia McLeod Brokers, 2004
• Implemented Wealth Management Partners Quarterly Conference Calls, 2003
• Introduced Woodbine Reward & Recognition Campaign & Event to increase GTA West productivity, 2002