Rupinder Kaur
Summary
Highly motivated Senior Financial Advisor with a career spent turning prospective leads into lucrative clients. Poised, sharp, and possessing an extensive strategy and client engagement experience. Proven history of accuracy and great client service.
Overview
6
6
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
11.2023 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
Financial Advisor
Scotiabank
10.2021 - 11.2023
- 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.
Product Care Specialist Technician
Mobile Klinik
04.2019 - 09.2021
- Contributed to a positive work environment through effective teamwork and open communication with colleagues across departments.
- Maintained compliance with all regulations pertaining to confidentiality, privacy, and documentation requirements within the caregiving profession.
- Successfully managed challenging behavioral situations by utilizing de-escalation techniques rooted in empathy.
- Monitored customer care goals and developed improvements.
Education
Post Graduate Diploma - Embedded Systems Engineering Design
Lambton College of Applied Arts And Technology
Toronto, ON08.2018
Bachelor of Science - Electronics And Computer Engineering Technology
Punjab Technical University
Punjab, India04.2016
Skills
- Verbal and written communication
- Microsoft Excel
- Client Assessments
- Training and coaching
- Know Your Customer
- Client Engagement
- Client service and support
- Financial Services
- Financial Planning
- Investment strategies
- Debt management
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Senior Financial Advisor
Scotiabank
11.2023 - Current
Financial Advisor
Scotiabank
10.2021 - 11.2023
Product Care Specialist Technician
Mobile Klinik
04.2019 - 09.2021
Post Graduate Diploma - Embedded Systems Engineering Design
Lambton College of Applied Arts And Technology
Bachelor of Science - Electronics And Computer Engineering Technology
Punjab Technical University