Tegbir Singh
Surrey,BC
Overview
3
3
years of professional experience
Work History
Wealth Advisor
World Financial Group
10.2022 - 10.2023
- Increased client satisfaction by providing customized wealth management solutions tailored to individual needs.
- Managed high-net-worth portfolios for optimal investment performance and risk mitigation.
- Established strong relationships with clients, enhancing trust and long-term retention rates.
- Assisted in estate planning by collaborating with legal professionals to ensure seamless transfer of wealth across generations.
Food Selector
Loblaws
02.2022 - 05.2022
- Increased order accuracy by diligently reviewing and selecting items according to pick lists.
- Improved warehouse efficiency through accurate and timely retrieval of products for delivery.
- Maintained a safe work environment by adhering to safety protocols, proper equipment usage, and regular housekeeping tasks.
- Enhanced team productivity by assisting with training new employees on warehouse processes and best practices.
Crew Member
McDonald's
09.2020 - 02.2021
- Improved customer satisfaction by providing friendly and efficient service at the register.
- Enhanced team productivity by maintaining a clean and organized workspace for crew members.
- Provided exceptional customer service, addressing concerns or issues promptly and professionally.
Education
Associate of Arts - Financial Services And Insurance
Durham College
Oshawa, ON10.2022
High School Diploma -
Khalsa Secondary School
Surrey, BC06.2020
Skills
- PPE use
- Active Listening
- Safety Procedures
- Problem Solving
- Teamwork Abilities
- Adaptable
Timeline
Wealth Advisor
World Financial Group
10.2022 - 10.2023
Food Selector
Loblaws
02.2022 - 05.2022
Crew Member
McDonald's
09.2020 - 02.2021
Associate of Arts - Financial Services And Insurance
Durham College
High School Diploma -
Khalsa Secondary School
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