Sanjith Selvaratnam
Delta,BC
Summary
Results-oriented Financial Professional with expertise in Investment Strategies, Risk Management, and Client Relationship Development. Proficient in Financial Planning, Portfolio Management, and Regulatory Compliance with a focus on analytical rigor and effective communication. Adaptable to market fluctuations, ensuring optimal client outcomes and team collaboration.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
02.2016 - Current
- Enhanced client satisfaction by resolving account inquiries and processing transactions efficiently.
- Utilized banking software to deliver effective customer service solutions.
- Streamlined daily operations by meticulously organizing client documentation.
- Educated clients on banking products and services to meet their needs.
- Created tailored financial plans based on client goals and risk tolerance.
- Evaluated market trends to offer strategic investment recommendations for clients.
Restaurant Manager
Tim Hortons
08.2010 - 02.2016
- Oversaw daily operations to ensure compliance with health and safety regulations.
- Managed inventory control processes, optimizing supply chain efficiency.
- Developed and implemented employee training programs to enhance team performance.
- Streamlined scheduling procedures, improving staff allocation during peak hours.
Education
Diploma - Financial Management
Langara College
Vancouver, British Columbia04-2017
Skills
- Effective relationship management
- Branch management
- Personalized investment consulting
- Strong customer service skills
- Retirement planningrtgag
- Strong negotiation skills
- Skilled in Salesforce utilization
- Mutual funds Licensed
- BCO Licensed
Certification
- Licensed Mutual Funds Representative - Since 2017
- Licensed BCO - Since 2024
- TD Canada Trust Legends Recipient- 2023
- Interim Branch Manager - from June 2022 - September 2022
Timeline
Personal Banker
TD Canada Trust
02.2016 - Current
Restaurant Manager
Tim Hortons
08.2010 - 02.2016
Diploma - Financial Management
Langara College