Shreya Khanna
Kelowna,Canada
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
BANK OF NOVA SCOTIA
Kelowna , British Columbia
2022.09 - Current
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Promoted business to increase customer base and grow revenue.
- Advised customers on financial investment options and capital expenditures.
Personal Banking Associate
TD CANADA TRUST
2021.11 - 2022.08
- Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.
Manager
Wendy’s
2018.08 - 2021.11
- Maintained operational efficiency by opting a proactive attitude and encouraging the staff to put in their best efforts
- Reduced expenses by minimising waste to reach required efficiency levels
- Planned shift activities with other shift managers to implement a clear work agenda
- Motivated and directed team members to boost their individual performance to accomplish the overall organizational goals
- Ensured customer loyalty through providing exemplary customer service and satisfaction
- Verified and accounted for the cash flows, solved discrepancies in the cash drawer to achieve accuracy levels.
Server
Aramark Canada Ltd
2019.12 - 2020.03
- Collaborated with kitchen team to support order preparation, manage efficient deliveries, and minimize customer service issues by verifying meals
- Kept register accurate through correct billing, payment processing and cash management practices.
Customer Service Representative
Winners (TJX CANADA)
2018.08 - 2020.01
- Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Post-Baccalaureate Business Diploma - Finance
Thompson Rivers University
Kamloops, Canada01.2020
Bachelor’s in economics Honours -
Panjab University
Chandigarh01.2017
Skills
- Planning for retirement
- Advising on investments
- Mutual funds understanding
- Increasing savings
- Sales follow-up
- Managing wealth
- Making insurance decisions
- Developing financial plans
- Pipeline Management
- Client Relations
- Financial Planning
Certification
- Valid Mutual Funds accreditation (Canadian Securities Course)
- 2-3 years of proven sales experience in the financial services industry, handling credit and investments
Projects
Technical Analysis Portfolio and Equity Analysis on various group of companies included Technical Analysis with the help Relative Strength Index, Moving Average, regression. Company Valuation (LULULEMON) A detailed research report which included recommendation of company’s stock to buy/sell/hold with the help of different valuation models.
Referencesavailable
True
Affiliations
- Travel Enthusiast
Languages
English
Professional
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual
Gujarati
Limited
Accomplishments
- Awarded Top 40% quarterly top performer twice within 1 year of being with Scotiabank
Timeline
Financial Advisor
BANK OF NOVA SCOTIA
2022.09 - Current
Personal Banking Associate
TD CANADA TRUST
2021.11 - 2022.08
Server
Aramark Canada Ltd
2019.12 - 2020.03
Manager
Wendy’s
2018.08 - 2021.11
Customer Service Representative
Winners (TJX CANADA)
2018.08 - 2020.01
Post-Baccalaureate Business Diploma - Finance
Thompson Rivers University
Bachelor’s in economics Honours -
Panjab University
- Valid Mutual Funds accreditation (Canadian Securities Course)
- 2-3 years of proven sales experience in the financial services industry, handling credit and investments
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