Naveen Bhatia

Certified Canadian Investment Funds Course (CIFC) professional with strong experience in client account management, financial advising, and sales. Proven track record in delivering customized financial solutions, driving client satisfaction, and achieving business objectives. Adept at building long-term relationships and leveraging in-depth financial knowledge to support clients' financial goals. Highly motivated to contribute to a dynamic financial advisory team and continue professional growth in the industry. Passionate counselor committed to helping clients work toward healing and self-sufficiency while emphasizing personal strengths. Honest and disciplined professional with several years of comprehensive experience in residential and outpatient care. Impeccable communicator possessing ethical decision-making abilities. Enthusiastic counselor brings understanding of complex conditions to help clients improve mental and emotional health. Compassionate, comforting approach to problem resolution. Lends experience over several years to diagnose, treat and resolve issues and intervention needs.

Canadian Investment Funds Course (CIFC), Certification for investment mutual funds, Canada

• Active participant in community volunteer activities, including teaching and senior citizen support.
• Leadership roles in study groups and team-building activities.

• Awarded 'Best Employee of the Month' at Telus for outstanding performance.
• Recognized as the 'Most Innovative and Creative' employee at Telus.
• Achieved weekly sales targets consistently at Rogers.