SAKSHI SAKSHI
Yellowknife,NT
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
03.2023 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Monitored pipelines to track and log status of loans.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Customer Experience Associate
Scotiabank
06.2022 - 02.2023
- Support client engagement related to customer insight, strategy, and transformation
- Exceptional listening skills and the ability to both record feedback with accuracy and detail and to apply judgment to create summaries and make recommendations
- Provide cross training to fellow colleague and leadership team members.
Team Leader
Dollarama
04.2022 - 08.2022
- Deliver excellent customer service and adhered standard practices to maximize sales and minimize shrinkage
- Fulfilled task and duties quickly to accomplish challenging daily objectives
- Assign duties and tasks to the team member and employees working under my leadership
Education
Business Management Diploma -
Lambton College of Applied Arts And Technology
Sarnia, ON12.2018
Bachelor of Business Administration -
DAV College
Jalandhar, IN05.2015
Skills
- Issue and conflict resolution
- Financial Data Production
- Consultative Techniques
- Workforce Management
- Interpersonal communication skills
- Prepare Performance Reports
- Financial Aid Counseling
- Financial and Estate Planning
Certification
IFIC certified and working towards the completion of Registered Financial and Retirement Advisor
Timeline
Financial Advisor
Scotiabank
03.2023 - Current
Customer Experience Associate
Scotiabank
06.2022 - 02.2023
Team Leader
Dollarama
04.2022 - 08.2022
Business Management Diploma -
Lambton College of Applied Arts And Technology
Bachelor of Business Administration -
DAV College