Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Amanjot Khosa

Calgary,AB

Summary

Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

-Willing to Relocate.

Overview

4
4
years of professional experience

Work History

Associate Financial Advisor

CIBC
12.2023 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Financial Services Representative

CIBC
10.2021 - 12.2023
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Educating customers, providing relevant insights and expert advice
  • Able to work under pressure, provide attention to details and meet deadlines.
  • Building strong, long-standing relationships
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals.

Front Desk Supervisor

Holiday Inn & Suites
04.2020 - 03.2022
  • Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
  • Answered guest questions and provide solutions to their problems.
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Used internal software to process reservations, changing and cancelling reservations.
  • Maintained transaction security by verifying payment cards against identification.

Sales Manager

Blue Sky Estate Winery
  • Met with clients, delivering presentations, and educating on product and service features and offerings.
  • Closed lucrative sales deals using strong negotiation and persuasion skills.
  • Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.
  • Resolved customer issues quickly to close deals and boost client satisfaction.
  • Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.

Education

Wealth Management Essentials (WME) -

Canadian Securities Institute
12.2023

Canadian Securities Course (CSC) -

Canadian Securities Institution
10.2023

Conduct And Practices Handbook Course (CPH) -

Canadian Securities Institute

Investment Funds in Canada Course (IFIC) -

Canadian Securities Institute

Personal Financial Planner (PFP) -

Canadian Securities Institute
03.2024

Business Administration

Okanagan College
Penticton, BC

Skills

  • Retirement planning
  • Investment and goal planning
  • Mutual Funds licensed
  • Investment Advice
  • Retail Banking
  • Stock Market Understanding
  • Sales Expertise
  • Wealth Management
  • Identify client’s life and financial goals
  • Financial planning expertise,
  • Relationship building and ongoing services
  • Stay ahead of emerging trends
  • Provide mentorship
  • Comprehensive financial planning and advice

Languages

English, Punjabi, Hindi, Urdu

Timeline

Associate Financial Advisor

CIBC
12.2023 - Current

Financial Services Representative

CIBC
10.2021 - 12.2023

Front Desk Supervisor

Holiday Inn & Suites
04.2020 - 03.2022

Sales Manager

Blue Sky Estate Winery

Wealth Management Essentials (WME) -

Canadian Securities Institute

Canadian Securities Course (CSC) -

Canadian Securities Institution

Conduct And Practices Handbook Course (CPH) -

Canadian Securities Institute

Investment Funds in Canada Course (IFIC) -

Canadian Securities Institute

Personal Financial Planner (PFP) -

Canadian Securities Institute

Business Administration

Okanagan College

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Amanjot Khosa