Soham Mehta
Financial Advisor
Kelowna,Canada
Summary
Proven Financial Advisor with a track record of developing tailored financial plans at Scotiabank, highlighted by a 135% managed money increase at CIBC. Recognized for exceptional relationship building and investment advising skills. Achieved Earls' Best Closing Coach award, showcasing unparalleled team leadership and financial goalsetting expertise.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Member Advice Specialist
Coast Capital
Kelowna, British Columbia
08.2025 - Current
- Provide personalized financial advice and solutions to Coast Capital members.
- Assist members with banking, credit, lending, and investment needs.
- Build and maintain strong member relationships to support financial well-being.
- Collaborate with branch team to achieve member satisfaction and business goals.
Line Cook
Cactus Club Café
Kelowna, British Columbia
03.2025 - Current
- Prepared ingredients and cooked menu items in a high-volume kitchen with over 200 daily covers.
- Maintained cleanliness and organization of assigned station and equipment.
- Assisted with inventory checks and minimized food waste through proper portioning.
- Followed food safety guidelines and maintained a clean and sanitary workspace.
Financial Advisor
Scotiabank
Kelowna, British Columbia
04.2024 - 11.2024
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
Financial Services Representative
CIBC
Salmon Arm, Canada
08.2022 - 04.2024
- I was brought on board on my skills and to achieving our collective goals more efficiently and effectively.
- BEAT AWARD for 2023(Best Employee attitude and Target achieved).
- Achieved 135% of Managed money in week 35 in BC and ranked top performer in the region.
- Recommend simple, personalized solutions that will ensure our clients achieve the financial goals.
- Key Accomplishment: Increased branch NPS by 35 points to 100 by customer loyalty program customer satisfaction and team coaching.
Night Coach
Earls
08.2020 - 07.2022
- Earls employee of the year for 2021 (Closing Manager Award).
- Ensured inventory accuracy and availability by conducting regular audits and reconciliation.
- Ensured completion of all opening and closing duties were completed accurately according to established guidelines.
- Managing restaurants operation and staff during assigned shifts.
- Key Accomplishment: Earned the best closing coach award for two straight years.
- For training staff to improve their closing skills by 42%.
Frontline
McDonald's
01.2020 - 08.2020
- Interacted with guests and suggested great choices on the menu item.
- Ensuring clean and attractive dine-in experience.
- Working and learning how to handle and work in fast pace environment.
- Dealing with customer grievances and delivering the best solution to retain customer loyalty.
- Key Accomplishment: learned how to work in a team and experience the fast food chain.
Education
Post baccalaureate - Finance
THOMPSON RIVERS UNIVERSITY
Kamloops, BC07.2022
Bachelor of Arts - Accounting And Finance
MKS
Mumbai12.2018
Skills
- Increasing savings
- Advising on investments
- Developing financial plans
- Sales follow-up
- Banking
- Mutual fund sales
- Financial goal setting
- Debt management
- Relationship building and management
Certification
IFIC Mutual Fund License
Accomplishments
- BEAT award for Best Effort, Attitude, and Teamwork
- Earls - Best Employee of the Year in 2022 and 2021
Languages
Full Professional, Native/Bilingual, Native/Bilingual, Professional, Professional
Activities
- Football
- Travel enthusiast
Languages
English
Full Professional
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
Punjabi
Professional
Timeline
Member Advice Specialist
Coast Capital
08.2025 - Current
Line Cook
Cactus Club Café
03.2025 - Current
Financial Advisor
Scotiabank
04.2024 - 11.2024
Financial Services Representative
CIBC
08.2022 - 04.2024
Night Coach
Earls
08.2020 - 07.2022
Frontline
McDonald's
01.2020 - 08.2020
Post baccalaureate - Finance
THOMPSON RIVERS UNIVERSITY
Bachelor of Arts - Accounting And Finance
MKS