Summary
Overview
Work History
Education
Skills
Timeline
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Nirva Bhalsod

Stratford

Summary

Investment-focused banking professional with a Mutual Funds license (MFDA) and a proven track record of driving portfolio growth, building strong client relationships, and delivering wealth solutions across Canada’s top financial institutions. Achieved over $6.5 million in investment referrals and sales through retirement planning conversations, product recommendations, and partnerships with financial planners. Experienced in mutual funds, ETFs, and market-linked GICs, with deep knowledge of RRSPs, RESPs, and TFSAs. Recognized for exceeding targets, strengthening client trust, and supporting holistic wealth management.

Overview

3
3
years of professional experience

Work History

PERSONAL BANKER

BMO
07.2024 - Current
  • Provided investment recommendations across mutual funds, ETFs, and market-linked GICs, tailoring strategies to client needs.
  • Referred over $2.8 million in investments to financial planners within six months, surpassing targets.
  • Conducted financial needs assessments to uncover opportunities in RRSPs, TFSAs, and investment products.
  • Partnered with Wealth Planners and Business Banking to deliver integrated investment and cash-flow solutions.

Financial Advisor

SCOTIABANK
10.2023 - 07.2024
  • Generated over $3 million in investment referrals and direct sales, ranking in the top tier of advisors.
  • Guided clients in retirement, estate, and long-term planning, ensuring alignment with their risk profiles.
  • Partnered with investment specialists to increase branch assets under management and deepen portfolios.
  • Expanded affluent client relationships through proactive outreach, improving branch investment penetration.

CUSTOMER EXPERIENCE ASSOCIATE

TD bank
01.2023 - 09.2023
  • Built strong client relationships by delivering tailored day-to-day banking support, and identifying wealth opportunities.
  • Exceeded discovery and referral targets, contributing to branch investment growth.
  • Collaborated with licensed advisors to ensure smooth hand-offs and strong referral-to-conversion results.

Education

Canadian Investment Funds Course - Mutual Fund Registered With MFDA

IFSE Institute
Mississauga
12-2023

Master of Science - Computer Engineering

University of Windsor
Windsor
04-2021

Skills

  • Investment & Wealth Management Referrals
  • Mutual Funds, ETFs, Market-Linked GIC
  • Retirement & Tax-Advantaged Planning
  • High-Net-Worth Client Acquisition
  • Client Discovery & Relationship Management
  • Risk Profiling & Compliance
  • Wealth & Business Banking Partnership
  • Branch management

Timeline

PERSONAL BANKER

BMO
07.2024 - Current

Financial Advisor

SCOTIABANK
10.2023 - 07.2024

CUSTOMER EXPERIENCE ASSOCIATE

TD bank
01.2023 - 09.2023

Canadian Investment Funds Course - Mutual Fund Registered With MFDA

IFSE Institute

Master of Science - Computer Engineering

University of Windsor

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Nirva Bhalsod