Tanish Seth

Financial planning professional with strong foundation in investment strategies, retirement planning, and risk management. Known for delivering results through collaborative team efforts, adaptable to changing needs, and reliable in high-stakes environments. Skills include financial analysis, portfolio management, and client relationship building, underpinned by strategic approach and strong ethical standards. Ready to make significant impact by aligning financial solutions with clients' long-term goals.

• Collaborated with team of 20 in the development and Training

• Canadian securities course (CSC)
• Conduct Practice Handbook (CPH)
• Excel Essential Training

• Toronto Dominion Bank, Financial Planner Associate, Toronto, 06/01/22, Present, Analyzed requirements and collaborated with stakeholders to enhance business processes., Facilitated current and future state process design., Executed trades in compliance with IIROC standards., Provided estate documentation and legal support., Provided Team Mentorship., Supported change management and streamlined project execution.
• Bell, Sales Supervisor, Markham, 01/01/22, 06/01/22, Managed and safeguarded clients' valuables with a focus on security and trust., Utilized Salesforce to track subscriptions and identify potential clients for service conversion., Created interactive Excel reports to monitor daily progress and analyze monthly conversion metrics., Conducted market research on competitors, providing actionable insights to the marketing team to improve brand conversions.
• Tigris Life Sciences, Financial Analyst, Amritsar, 01/01/17, 09/01/17, Conducted a data quality audit, reducing discrepancies by 20% in subsequent analyses., Automated data manipulation tasks using Excel and VBA, reducing manual entry by 70%., Collaborated with IT to create a centralized data warehouse, enhancing data reliability across departments., Led competitor analysis with regression models, supporting a 10% market share increase in two quarters.