RONAK SHAH
Brampton,Canada
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and assisting clients to reach financial goals.
Overview
6
6
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
02.2024 - Current
- Provide personalized financial advice to clients, ensuring their financial objectives are met
- Assist clients in selecting suitable investment products and services based on their financial goals
- Evaluate and analyze client portfolios to suggest optimizations and financial strategies
- Guide clients through various banking services, including mortgages, loans, and investment products
- Ensure compliance with financial regulations and maintain detailed client records
- Consistently exceed branch sales targets through proactive client engagement and relationship management.
Financial Advisor
Scotiabank
11.2021 - 01.2024
- Delivered comprehensive financial planning services to a wide range of clients, identifying opportunities for investments, savings, and retirement strategies
- Proactively conducted regular portfolio reviews with clients to ensure alignment with their financial goals and changing market conditions
- Increased customer retention and loyalty by building strong, trust-based relationships, often going beyond basic financial services to meet their individual needs
- Recognized as a top performer for consistently exceeding sales targets and achieving outstanding client satisfaction scores
- Provided mentorship and support to junior advisors, helping to drive branch-wide success in meeting targets and improving client engagement.
Customer Service Representative
Money Mart
08.2018 - 10.2021
- Managed customer inquiries daily through telephone, email, and web chat
- Provided financial solutions and advice tailored to individual client needs
- Evaluated credit reports and developed strategies to help clients consolidate and reduce debt
- Maintained high customer satisfaction with proactive solutions to client concerns
- Developed branch sales targets in collaboration with the team to grow the business
- Fostered long-term client relationships by delivering exceptional customer service.
Education
RFRA 2 -
12.2023
RFRA 1 -
01.2023
Canadian Fund Investment Course -
IFSE Institute
Mississauga, ON04.2019
Bachelor of Commerce: Finance -
Gujarat University
01.2006
Skills
- Strong interpersonal and leadership skills
- Exceptional multitasking and attention to detail
- Customer service, sales, leadership, and administrative support expertise
- Highly organized and results-driven
- Ability to meet and exceed sales targets
- Customer-centric approach
- Excellent communication and negotiation skills
Timeline
Senior Financial Advisor
Scotiabank
02.2024 - Current
Financial Advisor
Scotiabank
11.2021 - 01.2024
Customer Service Representative
Money Mart
08.2018 - 10.2021
RFRA 1 -
Canadian Fund Investment Course -
IFSE Institute
Bachelor of Commerce: Finance -
Gujarat University
RFRA 2 -
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