ROSH SINGH
Abbotsford,BC
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Passionate with a strong background in financial analysis, budgeting and forecasting and have experience in Developing and implementing financial plans and delivering strategic financial advice.
Overview
18
18
years of professional experience
1
1
Certification
Work History
BANKING ADVISOR
ROYAL BANK OF CANADA
09.2016 - Current
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
- Establishing relationships with clients by engaging them with periodically to determine if there have been changes in their financial status
- Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships
- Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation
- Achieve sales targets as designated by Branch Management relating to Personal, Business and Investment products
BANKING ANALYST
WESTPAC BANKING CORPORATION
07.2007 - 01.2016
- Achieve sales targets as designated by Branch Management relating to Personal, Business and Investment products
- Identifying banking needs, assist with advice, as well as identify cross sell opportunities
- Analyze applicants' financial status, credit, and property valuations to determine feasibility of granting loans
- Cross sell investment products such as guaranteed investment certificates
- Prepare Diary note for regular touch base with clients and identify gaps
REGIONAL FINANCE ASSISTANT
THE INTERNATIONAL FEDERATION OF RED CROSS, SUVA FIJI
07.2005 - 07.2006
- Carried out financial duties including month end closing and reporting to Geneva for close of Month
- Liaise with Program Managers on preparation for project advances to national society for accuracy
- Assist Program Managers in Preparing and attending to workshops and financial literacy programs for National Societies
- Prepare of budgets for specific programs
- Prepare Forecasts and budgets and submit to Program Managers for further Funding
Education
Graduate Certificate - Fraud And Forensic Accounting
Seneca College
Toronto, ON04.2024
Bachelor of Arts - Finance and Economics
University of The South Pacific Fiji
Suva Fiji2007
Skills
- Loan Processing
- Industry Best Practices
- Business Prospecting
- Growth Portfolios
- Financial forecasting and budgets
- Bank reconciliations
- Month end Financial closing
Pronouns
She/her
Accomplishments
- Chilliwack learning Centre December 2021-Current
- Freedom to choose Movement January 2022-March 2022
- Red Cross International April 2012-July 2017
Languages
English
Native or Bilingual
Certification
Personal Financial Essentials-Mcgill University 2023
Investments Funds In Canada- 2016
Timeline
BANKING ADVISOR
ROYAL BANK OF CANADA
09.2016 - Current
BANKING ANALYST
WESTPAC BANKING CORPORATION
07.2007 - 01.2016
REGIONAL FINANCE ASSISTANT
THE INTERNATIONAL FEDERATION OF RED CROSS, SUVA FIJI
07.2005 - 07.2006
Graduate Certificate - Fraud And Forensic Accounting
Seneca College
Bachelor of Arts - Finance and Economics
University of The South Pacific Fiji
Similar Profiles
ANIRBAN BASUANIRBAN BASU
QA Manager at TCS CANADA (Client - Royal Bank Of Canada)QA Manager at TCS CANADA (Client - Royal Bank Of Canada)
Ashok Kumar PeddinaAshok Kumar Peddina
Senior Consultant at Capgemini, Canada, Royal Bank of CanadaSenior Consultant at Capgemini, Canada, Royal Bank of Canada
Pierre ChristianPierre Christian
Customer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial BankCustomer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial Bank
Emmanuela Osei-KwartengEmmanuela Osei-Kwarteng
SOX Compliance Analyst at Royal Bank of CanadaSOX Compliance Analyst at Royal Bank of Canada
Brooke ChubbBrooke Chubb
Manager - School Age Program at Hand in Hand Child Care SocietyManager - School Age Program at Hand in Hand Child Care Society