Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kunal Jadwani

Vernon

Summary

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 investment.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Investment Associate

RBC Dominion Securities
05.2023 - Current
  • Monitored portfolio performance, making timely adjustments based on changing market conditions or client objectives.
  • Collaborated with cross-functional teams to develop comprehensive due diligence reports for potential investments.
  • Optimized portfolio diversification through strategic asset allocation recommendations.
  • Contacted potential clients to pursue sales and gather funds.
  • Presented regular updates on portfolio performance to senior management, highlighting key achievements and areas for improvement.

Financial Advisor

Royal Bank of Canada
09.2021 - 05.2023
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Recommended specific investments to help clients meet financial goals.
  • Advised clients on investments, retirement and estate planning.
  • Educated clients on financial topics and best practices.
  • Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.

Banking Advisor

Royal Bank of Canada
09.2019 - 08.2021
  • Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Client Advisor

Royal Bank of Canada
05.2018 - 08.2019
  • Informed and suggested new banking products to customers.
  • Opened new accounts according to laid down rules and guidelines.
  • Assisted customers in depositing and withdrawing cash.
  • Managed customer requests while mitigating potential risk to bank.

Education

Post-Baccalaureate Diploma - Finance

Thompson River University
12.2018

BBA - Finance

AHMEDABAD UNIVERSITY
Ahmedabad, Gujarat India
06.2016

Skills

  • Retirement Needs
  • Investment Advising
  • Mutual Funds and Liabilities
  • Financial Services
  • Risk Assessment
  • Investment Analysis
  • Sales Expertise

Certification


  • Currently Enrolled in the Chartered Financial Analyst (C.F.A) Program and appearing for CFA Level 1 Exam in November 2024.
  • Successfully completed the Wealth Management Essentials (W.M.E) on 11th September 2023.
  • Successfully completed the Conduct and Practices Handbook (C.P.H) on 30th January 2023.
  • ·Successfully completed the Personal Financial Services Advice (PFSA) certification on 6th June 2021.
  • ·Successfully completed the Financial Planning 1 (FP 1) certification on 4th April 2021.
  • Successfully completed the Canadian Securities Course ( C.S.C) on 26th September 2020
  • Successfully completed the Investment Funds in Canada (IFC) certification on 27th September 2017.

Timeline

Investment Associate

RBC Dominion Securities
05.2023 - Current

Financial Advisor

Royal Bank of Canada
09.2021 - 05.2023

Banking Advisor

Royal Bank of Canada
09.2019 - 08.2021

Client Advisor

Royal Bank of Canada
05.2018 - 08.2019

Post-Baccalaureate Diploma - Finance

Thompson River University

BBA - Finance

AHMEDABAD UNIVERSITY

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Kunal Jadwani