Rupreet Dhillon
Investment Sales Expert
Brampton
Summary
Extremely coachable, known to be the hardest worker in the room. Completed the Canadian Securities Course (CSC) and pursuing CFA and the Personal Financial Planning (PFP) designation. Majoring in Finance and Investments, graduating in April 2024.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
Sales Specialist
Intact Insurance
05.2023 - Current
- Outperformed full-time agents with double than expected results within the first 6 months.
- Trained and coached a 15 member sales team to achieve higher success in closing each car & home bind.
Investment Associate
DCM
04.2022 - 05.2023
- Worked with Senior Investment Analyst to create reports, files and new revenue streams for the business.
- Conducted sales calls and cold calls to potential clients and closed a record number of deals for DCM.
Investment Advisor
University Of Guelph Investment Fund
07.2021 - 04.2022
- Established key procedures for teams preparing documentation, models, and presentations.
- Gathered data and built financial models around key metrics.
Equity Pathfinder and Mentor
University Of Guelph
02.2021 - 07.2021
- Provided guidance and recommended coping mechanisms for youth dealing with difficult issues.
- Assisted youth with homework assignments, sports, and fitness, art and literacy.
Education
BBA - Finance & Investments
University of Guelph
Guelph, ON 04.2020 - 04.2024
Certification
Canadian Securities Course (CSC)
Timeline
Canadian Securities Course (CSC)
11-2023
Sales Specialist
Intact Insurance
05.2023 - Current
Other Than Life Insurance (OTL)
01-2023
Investment Associate
DCM
04.2022 - 05.2023
Investment Advisor
University Of Guelph Investment Fund
07.2021 - 04.2022
Equity Pathfinder and Mentor
University Of Guelph
02.2021 - 07.2021
BBA - Finance & Investments
University of Guelph
04.2020 - 04.2024
Similar Profiles
Sangeetha ThurairajasingamSangeetha Thurairajasingam
Auto Claim Adjuster at Intact Insurance/Belair InsuranceAuto Claim Adjuster at Intact Insurance/Belair Insurance
Gokhan AkayGokhan Akay
Commercial Auto Underwriter at Intact InsuranceCommercial Auto Underwriter at Intact Insurance
KRISHNA PATELKRISHNA PATEL
Claims Adjuster at Intact InsuranceClaims Adjuster at Intact Insurance
Deanna SowersDeanna Sowers
Operations Manager at Intact InsuranceOperations Manager at Intact Insurance
Avneet Singh RajuAvneet Singh Raju
Receptionist at Battledore Badminton AcademyReceptionist at Battledore Badminton Academy