Summary
Overview
Work History
Education
Skills
Timeline
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Kirti Kirti

Oakville,ON

Summary

Experienced professional with a proven track record in leadership, team management and financial advisory services. Adept at fostering collaboration, achieving branch goals and cultivating strong client relationships. Skilled in financial analysis, investment strategies and compliance. Recognized for driving customer-focused cultures and achieving exceptional results.

Overview

6
6
years of professional experience

Work History

Assistant Branch Manager

Scotiabank
03.2022 - Current
  • Leading team of Level 9 branch including FA’s , CEA’s and CEL fostering collaboration and achieving branch goals
  • Supervising branch operation and including signing authority and approval of daily transactions
  • Proactively support financial advisors build their business and driving customer focused culture throughout team to deepen client relationship
  • Access suitability and risk for daily sales activities and ensuring team comply with regulatory, firm, complex and branch procedures, while resolving issues as needed
  • Received best of the best team award 2022 and branch came number 1 in Toronto Region and 37th in country
  • Acting as Branch Compliance Officer and ensuring branch operates within legal and regulatory boundaries while maintaining ethical and professional standards
  • Successfully passed audit and SSI review 2022, maintaining high standard of regulatory adherence
  • Member of Scotiabank Women’s in leadership and taking part in various volunteer activities
  • Acting as branch manager in current and other branches in district, effectively handling responsibilities during absences
  • Director in Scotiabank Committee and assisting team with planning of Best of the Best events.

Senior Financial Advisor

Scotiabank
07.2021 - 03.2022
  • Conducted in-depth analysis of client’s financial situation, access risk profiles and develop holistic investment strategies that aligns with client goals
  • Leveraged investment tools and market insights to make informed recommendations and enhancing overall financial well-being
  • Focused on retirement planning, assisting clients with borrowing and long term financial security
  • Achieved exceptional sales results, surpassing YTD goals by more than 180% through combination of strategic planning and customer-centric approach
  • Collaborated with professionals and business banking experts to ensure clients receive customized and expert advice.

Financial Advisor

Scotiabank
08.2018 - 07.2021
  • Communicated with client to learn more about their short and long terms goals and create financial plan using holistic approach
  • Provide professional advice and educate with an ability to address complex day to day banking, borrowing and investment needs
  • Deepened client relationship by working with them through there different life stages
  • Delivered consistent client service excellence and successfully met sales target at 160% in an accurate and efficient manner
  • Created friendly and positive work environment by assisting team members and new hires.

Sales and Service Specialist

CIBC
04.2017 - 07.2018
  • Delivered consistent client service excellence and successfully met sales targets at 145% in an accurate and efficient manner
  • Retained clients by providing personalized banking solutions, product benefits and appropriate support
  • Maintained client relationship by quickly resolving issues and educate them about their finance
  • Maintained and ensured client confidentiality of all client information at all time and ensured compliance with established policies and procedure.

Education

Diploma - Financial Planning

CIFP
08.2023

Canadian Securities Course
07.2022

Investment Fund in Canada
06.2018

Global Business Management -

Humber College Institute of Technology And Advanced Learning
05.2016

Bachelor of Commerce (Hons) -

University of Delhi
05.2013

Skills

  • Received Award of Excellence (Crystal Award)
  • Received Best of the Best Team Award 2020 and 2022
  • Excellent Customer service skills
  • Positive and professional work manner attitude
  • Leadership and team management
  • Analytical thinking and Problem-Solving Skills
  • Branch operation and time management
  • Client Relations Development
  • Personalized Financial Planning

Timeline

Assistant Branch Manager

Scotiabank
03.2022 - Current

Senior Financial Advisor

Scotiabank
07.2021 - 03.2022

Financial Advisor

Scotiabank
08.2018 - 07.2021

Sales and Service Specialist

CIBC
04.2017 - 07.2018

Diploma - Financial Planning

CIFP

Canadian Securities Course

Investment Fund in Canada

Global Business Management -

Humber College Institute of Technology And Advanced Learning

Bachelor of Commerce (Hons) -

University of Delhi

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