Poojan Mehta
Whitby,ON
Summary
Experienced Financial Advisor with 7+ years of helping individuals, families and build stronger financial futures. I specialize in creating personalized financial plans that align with each client’s goals—whether that’s growing wealth, planning for retirement, managing risk, or navigating major life transitions. My approach is rooted in trust, transparency, and long-term partnership. I’m passionate about empowering people to make confident financial decisions and take control of their financial well-being. Constant learning and market awareness help me provide clients with informed, up-to-date advice tailored to today’s evolving financial landscape.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
SCOTIABANK
02.2022 - Current
- Build and maintain long-term relationships with clients by providing personalized financial advice and services tailored to their needs and goals.
- Assess clients financial situations, and recommend investment strategies and products based on clients risk tolerance, time horizon, and financial objectives.
- Structuring tailored credit applications according to clients' requirements, including secured and unsecured products.
- Skilled in restructuring and refinancing existing mortgages adhering Scotiabank policies to improve cash flow, consolidate debt, or leverage home equity efficiently.
- Proven ability in assessing client profiles and securing competitive rates for renewals
- Managing the assigned client book with regular follow-ups, inquiries via digital, and phone communications.
- Educated clients on retirement planning and wealth management tactics.
Personal banker
BANK OF MONTREAL
06.2021 - 01.2022
- Assisted clients with account inquiries and transaction processing.
- Facilitated loan applications and credit assessments for clients.
- Provided guidance on financial planning and investment options.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Cross-sold banking products such as credit cards, loans and investments.
Financial Services Representative
CIBC
12.2017 - 03.2021
- Assisted clients in understanding financial products and services.
- Educated customers on investment options and strategies.
- Resolved client inquiries and provided exceptional service support.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Cold-calling potential clients to discuss available financial products and services.
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
Education
Post Graduate Certificate in Marketing Management-Financial Services - Finance
George Brown College
Toronto12-2016
Post Graduate Certificate in Marketing Management - Marketing Management
Seneca College of Applied Arts And Technology
North York12-2015
Master of Business Administration - Marketing Management And Research
Durgadevi Saraf Institute of Management Studies
MUMBAI04-2014
Bachelor in Financial Markets - Finance
Mumbai University
Mumbai04-2012
Skills
- Financial analysis
- Investment strategies
- Credit structuring
- Portfolio management
- Risk assessment
- Customer relationship management
Certification
Investment funds in Canada (IFC)
Languages
English
Full Professional
Hindi
Full Professional
Gujarati
Full Professional
Marathi
Limited
Hobbies
- Worked as a Radio Jockey for Canadian Multicultural Radio (CMR) , Hosted live shows for Radio frequency 101.3 H3
- Music, movie analyzing , writing.
Timeline
Senior Financial Advisor
SCOTIABANK
02.2022 - Current
Personal banker
BANK OF MONTREAL
06.2021 - 01.2022
Financial Services Representative
CIBC
12.2017 - 03.2021
Post Graduate Certificate in Marketing Management-Financial Services - Finance
George Brown College
Post Graduate Certificate in Marketing Management - Marketing Management
Seneca College of Applied Arts And Technology
Master of Business Administration - Marketing Management And Research
Durgadevi Saraf Institute of Management Studies
Bachelor in Financial Markets - Finance
Mumbai University