Summary
Overview
Work History
Education
Skills
Objective
REFERENCES
Timeline
Generic

Muskanpreet Kaur

Guelph,ON

Summary

Proven financial advisor with a track record of fostering client loyalty and increasing retention rates at CIBC. Demonstrates exceptional communication and leadership skills alongside advanced Excel and analytical abilities. Excels in creating personalized financial plans, enhancing client satisfaction through meticulous attention to detail and a strong work ethic.

Overview

8
8
years of professional experience

Work History

Associate Financial Advisor

CIBC
07.2023 - Current
  • Built strong relationships with clients, fostering trust and loyalty through consistent communication and follow-up meetings.
  • Worked closely with other team members to create a cohesive and supportive work environment that fostered collaboration and shared success.
  • Maintained thorough documentation of all client interactions as per regulatory requirements.
  • Increased client retention rates by consistently delivering high-quality service and demonstrating genuine concern for their wellbeing.
  • Enhanced client satisfaction by providing personalized financial advice and investment recommendations.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Advised clients on investments, retirement and estate planning.

Financial Services Representative

CIBC
09.2021 - 06.2023
  • Engaging with new and existing clients on a daily basis to better understand their short-term and long-term financial goals.
  • Monitoring client portfolios to ensure these meet their progress and target requirements.
  • Providing investment, tax, income and estate guidance for clients while being able to answer questions.
  • Developed strategic plans for day-to-day financial operations.
  • Regularly attending training sessions to stay up-to-date with regulatory or industry changes.

Client Service Representative

CIBC
09.2020 - 08.2021
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer calls and emails to answer questions about products and services.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Maintained and managed customer files and databases.
  • Handling money and maintaining high level of accuracy.

Assistant Manager

A & W
10.2017 - 06.2020
  • Enhanced guest satisfaction by answering inquiries about business operations and policies, resolving concerns and developing creative solutions to guest concerns.
  • Trained workers in every position, including food preparation, money handling and cleaning roles.
  • Completed daily operations on time and maintained high standards of accuracy.
  • Completed store opening and closing procedures, including setting up registers and checking products.
  • Assisted in conducting new hire interviews.
  • Looked after the store maintenance, cleanliness of store and maintained high safety procedures.
  • Balanced tills, handled cash, processed credit card payment batches and prepared bank deposits.

Cashier

Tim Hortons
04.2017 - 10.2017
  • Executed cash transactions quickly and accurately.
  • Worked overtime shifts during busy periods or times of unexpected high volume.
  • Assisted customers by answering questions and fulfilling requests.
  • Educated customers on promotions to enhance sales.

Volunteer

Medical Office
05.2016 - 10.2016
  • Kept reception area clean and neat to give visitors positive first impression.
  • Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing.
  • Organized paperwork such as charts and reports for office and patient needs.
  • Scheduled, rescheduled and handled cancelled appointments for patients.
  • Obtained payments from patients and scanned identification and insurance cards.

Education

Medical Office Administration

Sheridan College Institute of Technology And Advanced Learning
Brampton , ON
09.2016

Skills

  • Excellent computer competencies; Microsoft Office ( project, Word, Advance Excel, Power point, Access, Outlook), Adobe, Gmail; able to successfully adapt to new technologies and changing environment
  • Through knowledge of Workplace Hazardous Materials information system, Health and Safety Regulation (Ontario)
  • Extremely organized with the ability to multitask and meet numerous tight deadlines
  • Time Management
  • Willing to work overtime and to travel as required
  • Capable of taking initiative when required; demonstrate sound management, thinking things through and decisiveness
  • Demonstrated integrity and request; honest, hard-working, co-operative and sociable with a good understanding of Canadian Values and ethics
  • Excellent listening skills
  • Ability to deal with people and create strong relationship
  • Effective negotiation, Communication and leadership skills; working effectively with others
  • Good in Mathematics and Accounting
  • Highly motivated team player, quick-learner, flexible and adaptable possessing a positive attitude
  • Strong work ethic with high levels of accuracy, thoroughness and attention to detail

Objective

As a bright ambitious person, I would enjoy having a highly motivated position, where I can provide the best possible results and services while challenging and expanding my knowledge and skills.

REFERENCES

Available upon request.

Timeline

Associate Financial Advisor

CIBC
07.2023 - Current

Financial Services Representative

CIBC
09.2021 - 06.2023

Client Service Representative

CIBC
09.2020 - 08.2021

Assistant Manager

A & W
10.2017 - 06.2020

Cashier

Tim Hortons
04.2017 - 10.2017

Volunteer

Medical Office
05.2016 - 10.2016

Medical Office Administration

Sheridan College Institute of Technology And Advanced Learning

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Muskanpreet Kaur