Summary
Overview
Work History
Education
Skills
Certification
Awards
Languages
References
Timeline
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SIMRAN BATRA

Abbotsford,BC

Summary

Dynamic and results-driven Senior Financial Advisor with a Bachelor’s in Business Administration and over four years of experience in financial planning, client relationship management, and business development. Adept at providing tailored financial solutions and managing diverse client portfolios, combining technical expertise with exceptional communication and problem-solving skills. Certified in financial planning and investment management. Multilingual professional fluent in English, Hindi, and Punjabi, with a strong commitment to fostering long-term client success and achieving organizational goals. Looking to tackle new challenges with a company that values great skills and a strong work ethic.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

Scotia Bank
05.2024 - Current
  • Nurture strong, long-standing relationships and provide more in-depth financial guidance and complex financial planning
  • Educating clients, providing insightful market analysis and recommendations
  • Build trusted relationships and provide tailored advice and plans that enable clients to achieve their goals and meet their needs for day-to-day banking, savings, mortgages, loans, and investments
  • Handling and growing portfolio of400 to700 clients and provide comprehensive personal service and financial advice

Financial Advisor

Scotia Bank
05.2022 - 05.2024
  • Developed and retained the branch business by delivering against individual and team sales goals that supported a positive client engagement
  • Built client’s plans using a holistic approach to help them achieve their financial goals
  • Nurtured strong, long-standing relationships
  • Executed and negotiated follow through of implementation vehicles including insurance, investments, debt management, estate planning, and other similar tasks as requested by the client

Senior Customer Experience Associate

Scotia Bank
07.2021 - 05.2022
  • Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing GICs
  • Nurturing rich, long-standing relationships
  • Being a technology expert and sharing knowledge by introducing clients to the mobile banking applications and assisting them to better manage their banking needs

Education

Bachelor of Business Administration - Accounting Majors

University of the Fraser Valley
Abbotsford, BC
04.2022

Skills

  • Financial planning expertise
  • Portfolio management
  • Problem-solving
  • Sales and marketing
  • Interpersonal and written communication
  • Team collaboration
  • Market analysis
  • Team coaching and training
  • Risk mitigation
  • Relationship building
  • Client Relationship Management
  • Cross-selling and partner referrals

Certification

  • Financial Planning-1, Canadian Securities Institute January, 2024
  • Registered Financial and Retirement Advisor (RFRA-1), CIFP April, 2023
  • Canadian Investment Funds Course, IFSE September, 2022
  • Professional Communications Essentials Associate Certificate June, 2022

Awards

  • Recipient of the Dean’s List Honor, an award given to those who maintain a GPA of at least3.67, for3 semesters.,
  • Awarded for Successfully completing the Student Company Program2019 and awarded as the “Outstanding Sales Performer”., Appreciation
  • Award for Successful completion of Qbiz2019
  • Completed a six-week Introduction to French training course, January2020

Languages

English
Native/ Bilingual
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual

References

Available on request

Timeline

Senior Financial Advisor

Scotia Bank
05.2024 - Current

Financial Advisor

Scotia Bank
05.2022 - 05.2024

Senior Customer Experience Associate

Scotia Bank
07.2021 - 05.2022

Bachelor of Business Administration - Accounting Majors

University of the Fraser Valley

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SIMRAN BATRA