Nav Kaur
Brampton,ON
Summary
Accomplished Senior Financial Advisor at Scotiabank, adept in investment advice and relationship building, significantly enhanced client financial stability through customized plans. Leveraged expertise in risk assessment and retirement planning, fostering trust and loyalty. Proven track record in training peers, demonstrating exceptional problem-solving and decision-making skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank
05.2023 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Assisted clients during major life events such as retirement planning.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Managed client portfolios on consistent basis and contacted clients to provide details on investments.
Financial Advisor
Scotiabank
07.2021 - 04.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Customer Experience Associate
Scotiabank
03.2020 - 06.2021
- Employed active listening skills to accurately understand customer concerns and address them effectively.
- Collaborated with team members to develop effective strategies for enhancing the overall customer experience.
- Maintained an up-to-date knowledge of products in order to provide relevant recommendations based on client needs.
- Assisted in training new employees on company policies, procedures, and best practices for delivering exceptional service.
Probationary Officer
Punjab National Bank
11.2014 - 07.2018
- Developed strong working relationships with staff, fostering a positive work environment.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Facilitated clear communication between employees and upper management through regular meetings and updates.
- Improved operational efficiency by adopting new technology for inventory management.
Education
Masters Of Computer Science - Engineering
Global Institutes Of Management And Emerging Tech
06-2015
Bachelor of Computer Science - Engineering
Khalsa College Of Engineering & Technology
06-2013
Skills
- Training and coaching
- Mutual funds
- Investment advice
- Retirement planning
- Financial planning
- Debt management
- Developing financial plans
- Problem-solving
- Time management
- Multitasking and organization
- Critical thinking
- Decision-making
- Relationship building and management
- Risk assessment
Languages
English
Native or Bilingual
Punjabi
Full Professional
Hindi
Full Professional
Urdu
Full Professional
Certification
CIFP
Retirement and Financial Planning 2
Retirement and Financial Planning 1
Investment Funds in Canada- IFIC
Timeline
Senior Financial Advisor
Scotiabank
05.2023 - Current
Financial Advisor
Scotiabank
07.2021 - 04.2023
Customer Experience Associate
Scotiabank
03.2020 - 06.2021
Probationary Officer
Punjab National Bank
11.2014 - 07.2018
Masters Of Computer Science - Engineering
Global Institutes Of Management And Emerging Tech
Bachelor of Computer Science - Engineering
Khalsa College Of Engineering & Technology
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