Rishabh Verma
MD Financial Management
Prince George,Canada
2
Languages
1
Certification
6
years of professional experience
Results-focused financial professional prepared to leverage comprehensive understanding of market trends and investment strategies. Recognized for enhancing client portfolios through strategic advice and detailed analysis. Combines technical expertise (CSC, CFA Level 1 & RFRA) with an advice-led approach to support holistic financial planning across investments, debt management, and long-term wealth goals. Collaborative team player committed to achieving financial goals and adapting to dynamic market conditions.
Work History
Financial Consultant
5 Months- Analyzed financial data to identify trends and provide actionable insights for clients.
- Developed comprehensive financial plans tailored to individual client needs and goals.
- Collaborated with investment teams to optimize asset allocation strategies for diverse portfolios.
- Conducted risk assessments to ensure compliance with regulatory standards and best practices.
Senior Financial Advisor
1 Month- Partner with clients to deliver holistic financial planning across investments, debt management, and risk protection aligned with long-term goals.
- Assisting clients with complex borrowing and investment needs to enhance retention and deepen relationships.
- Support portfolio growth through proactive outreach and relationship expansion.
- Educate clients through structured planning conversations to align financial decisions with life-stage objectives.
- Ensure compliance with regulatory standards, including KYC, AML, and lending policies.
Financial Advisor
1 Year 6 Months- Managed a portfolio of 500+ assigned and walk-in clients, delivering foundational financial planning consistently over-achieving quarterly targets.
- Strengthened portfolio relationships through planning focused engagement, retention, and growth, focusing on client engagement metrics consistently ranking among the top 10% advisors in the district.
- Delivered integrated solutions across lending, investments, and insurance, aligning with the client long term goals.
- Developed customized plans aligned to clients' savings, lending, and investment goals.
- Elevated to Senior Financial Advisor within 16 months based on performance and advisory capability.
Teaching Assistant
7 Months- Led advanced tutorials and Q&A sessions for 350 business statistics students, boosting 5% student performance, like engaging clients and explaining financial products.
- Provided regular office/help hours for personalized and small-group student support, aligning with tailored financial solutions to meet customer needs.
- Applied analytical skills to assess student performance, akin to evaluating customer profiles and identifying suitable financial solutions.
- Aided in administrative duties such as keeping track of attendance and overseeing course-related communications, developing organizational skills essential for handling customer profiles and lending operations.
- Assisted in planning and executing lesson plans in collaboration with lead teachers, demonstrating teamwork and coordination – key to meeting organizational objectives.
Quality Control Engineer
1 Year 2 Months- Reduced defect rate by 25% through implementation of corrective actions and quality tools – why-why analysis & fishbone diagram, enhancing overall product reliability and customer satisfaction.
- Analyzed root causes and implemented corrective actions for processes or parts that have concerns, showcasing strong problem-solving skills relevant to addressing customer needs and resolving financial inquiries.
- Achieved a 10% increase in production efficiency by streamlining quality assurance activities and improving process documentation.
- Developed and maintained the company’s quality documentation, such as quality procedures, reports, etc. like managing customer profiles and ensuring compliance with banking policies and regulations.
- Successfully introduced 3 new products with zero initial quality issues by coordinating closely with managers and operators, ensuring smooth product launches.
Education
Post Baccalaureate Diploma - Finance
- Placed consecutively on Dean’s list- Fall ‘22, Winter ‘23, Fall ‘23 & Winter ‘24.
- Secured first runner-up position, representing TRU in the CFA Research Challenge, jointly organized by CFA Society Vancouver, Okanagan, and Victoria.
- Relevant coursework: Financial Statement Analysis, Personal Finance & Investment Strategies
- GPA: GPA 4.27/4.33 (Distinction)
Ontario Graduate Certificate - Project Management
- Developed strong organizational and leadership skills through hands-on project management experience relevant to managing operational tasks.
- GPA: GPA 3.77/4.00 (Distinction)
Bachelor of Technology - Mechanical Engineering
- Developed a strong foundation in analytical thinking and problem-solving.
- GPA: First Division
Skills
Financial Modelling
Financial Planning
Business Development
Data Analysis
Advice-based solutions
Customer Service
Customer Relationship Management
Customer Need Analysis
Digital Banking & Technology Profi
Performance Optimization
Critical Thinkin
Project Management
MS Word
MS Excel
MS PowerPoint
MS Project
Accomplishments
- Scotiabank Cultural Catalyst – Best of the Best award 2025
- TRU Gagliardi – Chartered Financial Analysts of Okanagan Award.
LANGUAGES
English, Hindi, Punjabi: First Language - Fluent
French: Beginner-A1
Certification
- Canadian Securities Course
- Registered Financial and Retirement Advisor (RFRA)
- CFA – Level 1
INTERNSHIPS
- SUNBEAM PRIVATE LIMITED- Quality Control and Assurance Department, 07/2018 -11/2018.
- CSIR- CMERI- Centre of Excellence in Farm Machinery-Industrial CAD-CAM Training, 07/2018-11/2018.
- HERO CYCLES LIMITED- Production Department, 06/2017- 07/2018
VOLUNTEER & OTHER EXPERIENCE
- Finance and Outsourcing Head – Gensonics F1 prototype racing car manufacturing team
- Red Cross Blood Donation Camps
- Mechanical Engineering Students Forum
Timeline
Financial Consultant
MD Financial Management
03.2026 - CurrentRead More
Senior Financial Advisor
Scotiabank
02.2026 - 03.2026Read More
Financial Advisor
Scotiabank
08.2024 - 02.2026Read More
Teaching Assistant
Thompson Rivers University
09.2023 - 04.2024Read More
Quality Control Engineer
Kwality Forge
07.2020 - 09.2021Read More
IK Gujral Punjab Technical University – GNDEC
Bachelor of Technology from Mechanical Engineering
Read More
Conestoga College
Ontario Graduate Certificate from Project Management
Read More
Thompson Rivers University
Post Baccalaureate Diploma from Finance
Read More