Suchita Chopra
396 Pim Street, Sault Ste. Marie,Ontario
Summary
Registered Financial and Retirement Advisor with Scotiabank, skilled in lending, financial planning and investment analysis. Proven track record in crafting tailored strategies that enhance client portfolios and achieve personal objectives. Adept at building relationships and expanding client bases through targeted outreach, ensuring comprehensive support in retirement and financial planning.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank
Sault Ste. Marie, Ontario
02.2025 - Current
- Got promoted to Senior Financial Advisor after 8 months as a Financial Advisor with Scotiabank
- Developed comprehensive financial plans addressing cash management, investments, insurance, retirement, and estate planning.
- Analyzed clients' financial records to establish goals and craft tailored strategies.
- Advised clients on executing financial plans to achieve personal objectives.
- Arranged purchases and sales of financial products based on licensing qualifications.
- Completed the Registered Financial and Retirement Advisor Course by CIFP.
- Assisted in expanding business by attracting new clients through targeted outreach
Administrative Assistant
2604864 Ontario Inc
Sault Ste. Marie, Ontario
12.2023 - Current
- Part time side hustle - 3 hours per week
- Compiled data from multiple sources into organized reports for restaurant management review.
- Reduced financial discrepancies through precise analysis of cash, debit, and credit transactions.
- Executed account analysis and reconciliations, ensuring accuracy of daily cash flow statements.
- Reconciled accounts regularly to uphold integrity of financial records.
- Maintained compliance with company policies by accurately documenting financial records.
- Resolved discrepancies in debit and credit payments to enhance reliability of financial reporting.
- Entered data into spreadsheets using Microsoft Excel to facilitate efficient data management.
Financial Advisor
Scotiabank
Sault Ste. Marie, Ontario
06.2024 - 01.2025
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Licensed Mutual Funds Representative - processed transactions related to buying and selling shares of mutual funds in a timely manner.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
- Educated customers on various aspects of mortgage financing options available.
Member Service Representative
Your Neighbourhood Credit Union
Sault Ste. Marie, Ontario
11.2023 - 05.2024
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
- Ensured compliance with applicable laws and regulations related to banking operations.
- Provided guidance to members on how best to use products or services offered by the organization.
- Maintained accurate records of member interactions and transactions.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Assisted with the opening of new accounts and processed account maintenance requests.
- Identified opportunities for cross-selling additional products or services based on member needs.
- Processed cash and check deposits every day.
- Enhanced member relationships by providing excellent service during each interaction.
Part Time Sales Associate
Charm Jewelry (Ontario) LTD
Sault Ste. Marie, Ontario
01.2024 - 03.2024
- Greeted customers and provided exceptional customer service.
- Provided accurate information about products, prices and services.
- Conducted inventories on a regular basis to track stock levels.
- Demonstrated product features and benefits for customers' needs.
- Restocked shelves as needed to ensure sufficient inventory levels.
Restaurant Manager
2604864 Ontario Inc
Sault Ste. Marie, Ontario
01.2023 - 11.2023
- Developed strategies for improved operational efficiency and customer satisfaction.
- Adhered to all health department regulations regarding food storage and preparation.
- Supervised and trained staff in customer service, food handling, and safety protocols.
- Maintained detailed records of sales transactions and daily shift reports.
- Managed day-to-day operations of restaurant, including scheduling, budgeting, and inventory control.
Restaurant Team Member
C&N (Sault) 1555 Inc. o/a Tim Hortons
Sault Ste. Marie, Ontario
08.2022 - 01.2023
- Assisted in taking customer orders and providing recommendations.
- Maintained clean and organized work area at all times.
- Answered phone calls promptly and handled inquiries from customers courteously.
- Followed health code regulations when handling food items safely.
- Processed payments accurately and efficiently using POS system.
Restaurant Team Member
Skykrish Inc. Arby's Restaurant
Sault Ste. Marie, Ontario
05.2022 - 08.2022
- Assisted in taking customer orders and providing recommendations.
- Replenished condiments and other supplies at tables and stations.
- Communicated effectively with kitchen staff regarding customer orders and special requests.
- Ensured compliance with health and safety regulations.
- Maintained cleanliness of dining area by wiping down surfaces, sweeping floors.
Content Marketing Manager
StoryXpress
Gurugram, Haryana, India
10.2020 - 04.2022
- Created, edited and optimized content for social media platforms such as Facebook, Twitter and LinkedIn.
- Coordinated email marketing initiatives to promote content across multiple channels.
- Monitored analytics to evaluate performance of campaigns and adjust accordingly.
- Managed the production of digital content including videos, podcasts, infographics and blogs.
- Collaborated with designers, writers and other stakeholders to produce effective content.
Digital Marketing Executive
Content Vista
Chandigarh, India
06.2019 - 01.2020
- Created content for website, social media accounts, email campaigns and other digital channels.
- Worked closely with clients in order to understand their needs and develop tailored solutions accordingly.
- Managed SEO activities including keyword research, link building and content optimization.
- Developed promotional materials for webpages, emails, newsletters and other digital mediums.
- Utilized analytics tools to monitor and report on campaign performance, adjusting strategies as needed to achieve objectives.
Education
Graduate Certificate - Project Management
Algoma University
Sault Ste. Marie, ON08-2023
Bachelor of Technology - Computer Science
Guru Nanak Dev Engineering College
Ludhiana, Punjab, India07-2019
Skills
- Financial planning
- Retirement planning
- Debt management
- Investment analysis
- Secured lending
- Portfolio management
Certification
- Registered Financial and Retirement Advisor® (RFRA®)
- Investment Funds in Canada (IFC)
Timeline
Senior Financial Advisor
Scotiabank
02.2025 - Current
Financial Advisor
Scotiabank
06.2024 - 01.2025
Part Time Sales Associate
Charm Jewelry (Ontario) LTD
01.2024 - 03.2024
Administrative Assistant
2604864 Ontario Inc
12.2023 - Current
Member Service Representative
Your Neighbourhood Credit Union
11.2023 - 05.2024
Restaurant Manager
2604864 Ontario Inc
01.2023 - 11.2023
Restaurant Team Member
C&N (Sault) 1555 Inc. o/a Tim Hortons
08.2022 - 01.2023
Restaurant Team Member
Skykrish Inc. Arby's Restaurant
05.2022 - 08.2022
Content Marketing Manager
StoryXpress
10.2020 - 04.2022
Digital Marketing Executive
Content Vista
06.2019 - 01.2020
Graduate Certificate - Project Management
Algoma University
Bachelor of Technology - Computer Science
Guru Nanak Dev Engineering College
Similar Profiles
Laurel KruselLaurel Krusel
Senior Financial Advisor at ScotiabankSenior Financial Advisor at Scotiabank
Carla BianchiCarla Bianchi
Regional Vice President, Home Financing Solutions at ScotiabankRegional Vice President, Home Financing Solutions at Scotiabank
Karan ModyKaran Mody
Customer Experience Associate at ScotiabankCustomer Experience Associate at Scotiabank
George Abraham NaduvathraGeorge Abraham Naduvathra
Financial Advisor at ScotiabankFinancial Advisor at Scotiabank
ARCHANA KEVEETTILARCHANA KEVEETTIL
Banquet Supervisor at Quattro HotelBanquet Supervisor at Quattro Hotel