Parimala Subramaniam
LaSalle,QC
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
21
21
years of professional experience
Work History
Senior Financial Advisor
Laurentian Bank of Canada
LaSalle
08.2003 - Current
- Provided financial advice and guidance to clients regarding investments, retirement planning, taxes, insurance, estate planning, college savings plans, and other areas of personal finance.
- Researched and evaluated potential investments such as stocks, bonds, mutual funds, annuities, options contracts, hedge funds.
- Advised clients on tax strategies related to their investments in order to minimize liabilities.
- Conducted client meetings to review progress, assess risk tolerance, and recommend changes to portfolios.
- Built relationships with clients by offering personalized customer service in order to retain business and attract new clients.
- Responded promptly to inquiries from customers via phone or email regarding their accounts or questions they may have had about the services offered by the firm.
- Developed financial plans for clients based on their individual needs and long-term goals.
- Participated in seminars and conferences related to financial advising topics in order to stay up-to-date with industry standards.
- Educated clients on various types of investment vehicles available so they can make informed decisions when investing their money.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
Education
Financial Planning I - Financial Planning
CSI
Montreal, QC12-2023
Technical Programme in Finance - Accounting And Finance
CEGEP Andre-Laurendeau
Montreal, QC12-1999
Bachelor of Commerce
Concordia University
Montreal, QCSkills
- Mutual funds
- Business Development
- Verbal and written communication
- Investment strategies
- Financial Planning
- Mutual funds understanding
- Increasing savings
- Client Engagement
- Advising on investments
- Client service and support
- Interpersonal and written communication
- Debt management
- Planning for retirement
- Retirement planning
Languages
English
Professional
French
Professional
Tamil
Professional
Accomplishments
- Top performer, exceed targets year after year
Affiliations
- Enjoy volunteering
- Enjoy helping anyone in need
References
References available upon request.
Timeline
Senior Financial Advisor
Laurentian Bank of Canada
08.2003 - Current
Financial Planning I - Financial Planning
CSI
Technical Programme in Finance - Accounting And Finance
CEGEP Andre-Laurendeau
Bachelor of Commerce
Concordia University
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