Priyank Koladia
Calgary,AB
Summary
Significant experience of almost 3 years of working in the financial services industry in Canada from client experience associate to banking advisor and helped clients with retirement, financial, investment, borrowing, and estate planning hence helping clients empower clients to make financial decisions that align with their long-term goals and values. Achieved significant sales in each quarter.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Banking Advisor
Scotiabank
01.2023 - Current
- Strong knowledge/experience assisting clients with day-to-day, borrowing, estate planning, investment, mortgage restructures, and other personal credit restructures.
- educating clients in digital enablement and always keen to provide professional advice.
- strong communication skills and building long-term client relationships/ active in local community/ made high net worth investment referrals to Scotia Wealth team.
- performed investments of over $3M in Gics and Mutual Funds in the 2023 year– achieved significant results = 120% goal (Q3 2023) and 140% goal (Q4 2023).
Customer Experience Associate
Scotiabank
04.2022 - 10.2022
- Assisted clients with making bill payments, cheque/cash deposits, and issued bank drafts.
- contributed to branch targets by identifying and fulfilling simple sales opportunities.
Client Specialist
CURO Financial Technologies
04.2021 - 10.2023
- Sold line of credit and payday loans.
- Performed services such as cheque cashing, money order, and Western Union.
Education
Diploma in Business Marketing -
Durham College
04.2021
Skills
- Portfolio Management
- Investment Banking Services
- Financial Planning
- Investment Strategies
- Client Relations
- Cash Flow Analysis
- Sales Expertise
Certification
- Investment Funds in Canada
- Registered Financial and Retirement Advisor (CIFP)- Part 1
Languages
English
Full Professional
Hindi
Full Professional
Gujarati
Full Professional
Timeline
Banking Advisor
Scotiabank
01.2023 - Current
Customer Experience Associate
Scotiabank
04.2022 - 10.2022
Client Specialist
CURO Financial Technologies
04.2021 - 10.2023
Diploma in Business Marketing -
Durham College
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