Kunal Wadhwa
Etobicoke,ON
Summary
Motivated and detail-oriented Financial Advisor Associate with a strong foundation in financial analysis, investment analysis, and client relationship management. Supports senior advisors in developing customized financial strategies, conducting market research, and preparing portfolio reviews. Proficient in providing tailored advice that aligns with clients’ unique financial goals. Committed to delivering exceptional client service and growing in the wealth management industry.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
Bank of Montreal
06.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their investments.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive strategies for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
Customer service representative
Bank of Montreal
07.2022 - 06.2025
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- Contributes to business results and the overall experience delivered in the branch.
Sales Representative (Part-time)
Burrito Boyz
04.2022 - 07.2022
- Positively representing a brand in a variety of settings, memorizing brand history and company information.
- Connecting with guests and answering their questions about our food and our brand, and making them feel valued at all touchpoints.
- Being calm and fairness with guest experiences and handling various situations with composure and positivity.
Warehouse Associate (Part-time)
Wayfair
06.2021 - 03.2022
- Looks after inventory status.
- Check reports of customer returns and act accordingly.
- Making sure that receiving tasks are done on time for further put-away.
- Re-grading the returned items for re-sell.
- Training the new associates.
Intern, Financial analyst, and General Operations
Indian Overseas Bank
06.2018 - 11.2018
- Involves data analysis and critical financial comparison of clients.
- Working in General banking Operations.
- Involved in customer service and practiced problem-solving skills.
- Supported all banking tasks.
Education
Global Business Management - Financial Planning
Humber College
04.2025
Bachelor of Commerce (HONS) - Commerce
Jagannath International Management School
Delhi06.2019
Skills
Excellent oral and written communication
Problem Solving
Customer handling
Management and administrative skills
Team building/collaboration
Analytical skills
Excellent Microsoft Office – Word, PowerPoint, Excel navigation
Able to adapt to new concepts quickly
Well acquainted with the branch software
Accomplishments
Recipient of BMO's "Best of the Best" Annual Award for outstanding performance, exceptional client service, and consistently exceeding sales and service targets as a Personal Banking Associate.
Languages
English
Hindi
Punjabi
Certification
Investment Funds in Canada (IFC) Certification – Certified by the Canadian Securities Institute, demonstrating proficiency in mutual funds, investment products, and regulatory standards.
Timeline
Personal Banking Associate
Bank of Montreal
06.2024 - Current
Customer service representative
Bank of Montreal
07.2022 - 06.2025
Sales Representative (Part-time)
Burrito Boyz
04.2022 - 07.2022
Warehouse Associate (Part-time)
Wayfair
06.2021 - 03.2022
Intern, Financial analyst, and General Operations
Indian Overseas Bank
06.2018 - 11.2018
Global Business Management - Financial Planning
Humber College
Bachelor of Commerce (HONS) - Commerce
Jagannath International Management School
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