Summary
Overview
Work History
Education
Skills
Timeline
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Rajwinder Sahota

Caledon,ON

Summary

Dynamic Financial Advisor with a proven track record at Max Financial LTD, excelling in investment advice and relationship management. Expertly developed tailored financial plans, enhancing client satisfaction and loyalty. Recognized for analytical thinking and effective communication, driving successful retirement strategies and fostering long-term client relationships.

Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.

Overview

32
32
years of professional experience

Work History

Financial Advisor

Max Financial LTD
11.2024 - Current
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.

Financial Advisor

World Financial Group, Inc.
06.2015 - 11.2024
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Production Supervisor

Niche Bakers
04.2008 - 06.2015
  • Evaluated existing production processes and identified areas for improvement.
  • Maintained accurate documentation of production data, enabling informed decision-making for process improvements.
  • Collaborated with management and engineering teams to develop and implement innovative strategies for maximizing production efficiency without compromising quality standards.
  • Achieved on-time shipments goal by empowering employees to continued success.

Production Supervisor

Give & Go Prepared Foods
11.1993 - 05.2008
  • Resolved issues quickly to maintain productivity goals.
  • Improved product quality by monitoring production processes, conducting inspections, and initiating corrective actions as needed.
  • Coordinated with other departments to maintain smooth and efficient product flow.
  • Evaluated employee performance regularly against established benchmarks for ongoing personnel development.
  • Mentored team members through regular feedback and performance evaluations, leading to professional growth and skill development.

Education

Bachelor of Arts - Liberal Arts

Guru Nanak Dev University
Punjab, India
04-1988

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Debt management
  • Critical thinking
  • Client relations
  • Sales and marketing
  • Long-term care planning
  • Insurance planning

Timeline

Financial Advisor

Max Financial LTD
11.2024 - Current

Financial Advisor

World Financial Group, Inc.
06.2015 - 11.2024

Production Supervisor

Niche Bakers
04.2008 - 06.2015

Production Supervisor

Give & Go Prepared Foods
11.1993 - 05.2008

Bachelor of Arts - Liberal Arts

Guru Nanak Dev University

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Rajwinder Sahota