MANTHAN DALAL
Brampton,Canada
Summary
Offering solid foundation in financial principles and keen interest in personal finance, ready to grow within dynamic environment. Delivers strong aptitude for learning and quickly adapting to new financial concepts, tools, and strategies. Ready to use and develop analytical skills and client-focused communication in [Desired Position] role.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Independent Financial Representative
Primerica Canada
01.2023 - Current
- Provide personalized financial advice to clients on insurance and investment products
- Conduct needs-based analysis to offer solutions aligned with client goals
- Develop strong communication and interpersonal skills through client interactions
- Manage documentation and compliance for regulatory requirements
- Conducted comprehensive risk assessments to identify suitable insurance products for clients.
Education
Bachelor of Science - Actuarial Science
Western University
London01.2027
undefined
Chinguacousy Secondary School
01.2023
Skills
- Programming & Tools: Python, R, Excel (advanced), Google Sheets
- Other Skills: Problem-solving, teamwork, strategic thinking, communication
- Client relationship building
- Portfolio analysis
Actuarial Exams
Exam P - Passed
Exam FM - sitting in Aug, 2025
Certification
- Mutual Funds License – Authorized to sell mutual funds in Canada
- Life Insurance License – Licensed to sell life insurance products
Timeline
Independent Financial Representative
Primerica Canada
01.2023 - Current
undefined
Chinguacousy Secondary School
Bachelor of Science - Actuarial Science
Western University
Similar Profiles
Junshan YuJunshan Yu
Financial Advisor at Primerica CanadaFinancial Advisor at Primerica Canada
DEAN STARINGDEAN STARING
Independent Representative at Primerica Financial Services CanadaIndependent Representative at Primerica Financial Services Canada
PAUL ENCARNACIONPAUL ENCARNACION
Regional Vice President at Primerica Financial Services CanadaRegional Vice President at Primerica Financial Services Canada
OSHINA GARGOSHINA GARG
Lead Technical Consultant at 67 SolutionsLead Technical Consultant at 67 Solutions
Jatin MistryJatin Mistry
Maintenance Worker/Team Leader at CineplexMaintenance Worker/Team Leader at Cineplex