PRABHDEEP SINGH DHALIWAL
Surrey,BC
Summary
Eager and enthusiastic young professional targeting a long career in finance. Recently got LLQP license, and currently developing skills and financial knowledge while helping clients with insurance and investment needs. Confident in ability to understand client financial needs and collaborate with experienced professionals for continuous learning and development.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Financial Associate
Experior Financial Group
07.2023 - Current
- Optimized investment strategies for increased long-term growth through diligent market research.
- Provided expert guidance on tax planning strategies, resulting in significant savings for clients.
- Developed investment and insurance programs and prepared sales presentations.
- Conducted thorough risk assessments for potential investments, minimizing exposure to financial loss using software.
- working with financial companies like Beneva, IA financial, Manulife, Desjardens, assumption and many more.
Security Guard/supervisor
Commissionaires
08.2021 - Current
- Delivered high-quality customer service when interacting with clients, visitors, or employees requiring assistance from security department.
- Maintained accurate records of all incidents, daily logs, and personnel files in compliance with industry standards.
- Managed scheduling for security guard shifts, optimizing coverage while minimizing overtime costs.
- Implemented emergency evacuation drills periodically to familiarize staff with procedures and improve overall preparedness for critical situations.
- Prepared and submitted reports to keep management informed of security activities and developments.
- Monitored alarm systems and CCTV footage to enable prompt attention and response.
Supervisor
Carl's Junior
08.2018 - 02.2021
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Evaluated employee performance and coached and trained to improve weak areas.
- Evaluated customer needs and feedback to drive product and service improvements.
Security guard
Securiguard
07.2016 - 09.2019
- Oversaw daily monitoring and patrolled buildings, grounds, and work sites
- Responded quickly to incidents and assessed active situations for security concerns
- Permitted entry with escort for approved persons into secure locations
- Reported irregularities such as fire and safety hazards to maintenance
Education
GED -
Vancouver Academy of Dramatic Arts
Vancouver, BC05.2021
Sports science Diploma -
Douglas College
New Westminster, BC04.2018
High School Diploma -
BCM School - Punjab, India
05.2014
Skills
- Financial software ( Beneva, IA )
- Investment Analysis
- Financial Planning
- LLQP license
- First aid level 1
- Fluent in Punjabi and Hindi
- CCTV Surveillance
- Report Writing
Certification
- Licensed Senior Financial Associate ( LLQP)
- First aid level 1
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Full Professional
Hobbies and Interests
gym (weight training), soccer, basketball, hiking.
References
Available on request
Timeline
Senior Financial Associate
Experior Financial Group
07.2023 - Current
Security Guard/supervisor
Commissionaires
08.2021 - Current
Supervisor
Carl's Junior
08.2018 - 02.2021
Security guard
Securiguard
07.2016 - 09.2019
GED -
Vancouver Academy of Dramatic Arts
Sports science Diploma -
Douglas College
High School Diploma -
BCM School - Punjab, India
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