Hi, I’m
Prabjyot Gill
Calgary,Canada
Summary
Ambitious and highly motivated individual with a proven track record in a fast-paced environment and success in financial analysis, budget management, and risk assessment. Adept at analyzing complex financial data, developing accurate forecasts, and implementing cost-effective solutions. Recognized for strong problem-solving skills, effective communication, and the ability to collaborate across cross-functional teams. Demonstrated expertise in investment and financial analysis, studying financial documents to identify potential areas needing improvement. Created financial models to analyze and evaluate investment strategies. Adept at providing expert advice to maximize clients' investments while managing debt, staying abreast of financial markets through researching current economic trends and investment opportunities. Possess excellent auditing and accounting skills, coupled with effective customer relationship management and delivery of beneficial investment services. Seeking to advance career towards a more detail-oriented analyst position.
Overview
5
years of professional experience
Work History
TD Canada TrustCalgary, Alberta
Investment Specialist
12.2023 - Current
Job overview
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Developed and maintained strong relationships with clients to maximize satisfaction, Monitored and updated financial plans to comply with client goals.
- Devised comprehensive Investment plans for clients to achieve short and long-term financial goals.
- Studied financial documents to identify potential areas needing improvement, created financial models to analyze and evaluate investment strategies.
- Advised clients on investments, retirement and estate planning. Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Informed clients of strategies for reducing debt and maximizing savings. Collaborated with clients to develop customized investment portfolios.
TD Canada TrustCalgary, Alberta
Personal Banker
01.2022 - 11.2023
Job overview
- Played a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
- Engaged with customers and created positive experiences to retain and deepen relationships
- Increased customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
- Worked closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and provide additional personalized solutions based on their financial goals, engaging TD partners when applicable to client situations to provide the best financial solution
- Stayed knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
- Keeping up to date on current financial news and completing all financial courses on time and in order
- Participated fully as a team member, helped build a positive and diverse work environment, helping mentor new colleagues in the completion of work activities, and address communication issues efficiently
- Helped colleague confidence with the suite of investment and lending tools such as Goal Builder, Salesforce and Protection Assessment Tools.
Desjardins Financial Securities IncCalgary, Alberta
Investment Advisor
12.2019 - 01.2022
Job overview
- Conducted periodic account reviews with clients (KYC updates), analyzing client portfolios, risk tolerance, time horizons, probing to understand clients' needs, and advising them through their unique investment needs
- Contacted clients and coordinated activities to fulfill processing requests and/or resolve processing issues
- Research and follow up on outstanding items necessary to complete the transaction
- Processed customer transactions such as new account applications, transfers, purchases, exchanges, redemptions, maintenance, reinvestments, etc
- Engaged cross-functional resources such as home, auto, and life insurance to work as a team and effectively manage new and existing customer relationships
- Adhered to all corporate, departmental policies, and financial laws
- Having value add conversations with clients for the different services and products offered by Desjardins and Multi-line advantages.
Education
SOUTHERN ALBERTA INSTITUTE OF TECHNOLOGYCalgary, Alberta
Bachelor of Business Administration Degree - Finance
12.2020
SOUTHERN ALBERTA INSTITUTE OF TECHNOLOGYCalgary, Alberta
Business Administration Diploma - Finance
04.2018
Skills
- Outstanding analytical skills, as a Mutual Fund Representative, analyzed clients' unique investment needs to produce the ideal investment plan for each client Analyzing existing client portfolios, risk tolerance, time horizon, and advising them through their unique investment needs
- Exceptional attention to detail, diligently navigating each client's profile and their unique needs to identify promising investment opportunities and potential problems in clients' investment portfolios as well as guiding clients with their lending needs as well as managing debt while maximizing savings
- Very good understanding of financial modeling developed over the 4-year business degree at SAIT participating in multiple projects like the Capstone Project during my final year that encompassed all my skills and knowledge acquired throughout my 4-year degree
- Excellent communication and presentation skills, built a rapport with clients, presenting clients with their financial plan tailoring each conversation to the individual client
- Excellent critical thinking and problem-solving skills, Studied financial documents to identify potential areas needing improvement, created financial models to analyze and evaluate investment strategies, then devised comprehensive Investment plans to achieve short and long-term financial goals based on goals analysis
- Proficient in the use of Microsoft Office Suite, along with other complimenting computer applications Developed spreadsheets, queries, and reports during my BBA program; made a website from scratch as a part of a computer application course
- Very strong work ethic, working extended hours during business days as well as coming in on weekends to accommodate clients' schedules Adhered to all corporate, departmental policies, and financial laws
Accomplishments
- Junior Achievement Calgary, Economic of Success
- Learning the basics of financial services with elements of budgeting and overseeing the product from start to finish. Learned how to build a business from seed capital and dissolve the business at the end of the 6-month program.
- Learning and practicing new business concepts with Junior Achievement peers in order to be successful in the program. Designing a financial plan for a business startup and the product that the company needed to sell at the end of the 6-month program.
- As a part of the finance team, planned financial costs for the company, from the startup costs to advertising, budgeting the expenses of raw materials needed to get the finish product, to the labor and miscellaneous expenses.
- At the end of the program, went out and actively sold the product to the public. With carefully planned financial costs and excellent sale of the product, the company turned in a gross profit of ~40% of the original investment made in the startup of the company.
Timeline
Investment Specialist
TD Canada Trust
12.2023 - Current
Personal Banker
TD Canada Trust
01.2022 - 11.2023
Investment Advisor
Desjardins Financial Securities Inc
12.2019 - 01.2022
SOUTHERN ALBERTA INSTITUTE OF TECHNOLOGY
Business Administration Diploma - Finance
SOUTHERN ALBERTA INSTITUTE OF TECHNOLOGY
Bachelor of Business Administration Degree - Finance
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