Summary
Overview
Work History
Education
Skills
Educationprofile
Languages
Certification
Timeline
Generic
Tejinder(TJ) Kainth

Tejinder(TJ) Kainth

Calgary,AB

Summary

Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

IG Wealth Management
04.2019 - Current
  • Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
  • Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
  • Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Engaged prospective clients in effort to build and develop new business opportunities.
  • Generated new business leads through extensive networking, referrals, and strategic partnerships.
  • Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
  • Assisted clients during major life events such as retirement planning or college funding preparations.
  • Improved client financial stability by assessing their current financial situation and developing customized plans.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
  • Enhanced collaboration among team members by employing project management tools and facilitating regular team meetings.
  • Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.
  • Established a strong referral network by fostering relationships with industry professionals such as attorneys, CPAs, and real estate agents.

Associate, Private Banker

Scotia Wealth Management
04.2018 - 03.2019
  • Supported senior bankers in preparing pitchbooks, proposals, and other materials for presentations to prospective clients.
  • Mentored junior team members, sharing insights gained from experience and helping them develop their skills further.
  • Assisted in the development of marketing materials to attract new clients and build brand awareness within the target market.
  • Collaborated with various internal teams to deliver comprehensive financial plans for clients'' diverse needs.
  • Provided exceptional customer service, resolving issues promptly and ensuring client satisfaction at all times.
  • Increased assets under management by consistently identifying new opportunities for portfolio expansion.

Small Business Advisor

Scotiabank
02.2017 - 03.2018
  • Helped Small Business' by creating Banking plans which also involves Scotiabank partners and business mix
  • My strength is relationship building
  • By giving value added advise, I was able to convert lot of new and existing small business client to Primary clients
  • Actively took part in finding ways to contribute to branch's overall success
  • Created and executed successful external marketing plan and focused on Activities which led to my overall results
  • Stepped up to the challenges of fast changing, competitive nature of Financial Institutions in Canada with a winning attitude.
  • Fostered collaboration between clients'' teams by facilitating workshops that resulted in cross-functional synergy.
  • Developed comprehensive business plans for clients to achieve growth and profitability.

SR Financial Advisor

Scotiabank
06.2015 - 01.2017
  • Demonstrated an excellent standard of professional customer service in a busy, high-volume setting
  • Created comprehensive financial plans involving complex mix of financial services leveraging relevant financial planner tools
  • Voluntarily helping new employees in branch by providing them information and knowledge to effectively serve clients
  • Provide resources and tools to compete with competitors and differentiate with them and acquire new business
  • Working close with internals partners and effectively referring clients to the appropriate channels to acquire, retain and service new and existing business
  • Assist clients in making informed decisions to achieve their long-term financial goals.

Financial Advisor 5

Scotiabank
09.2014 - 06.2015
  • Demonstrated self service solutions as determined by customer needs and preference
  • Diarizing meetings and contacts to proactively retain business and deepen relationship
  • Scrutinizing customers list and effectively planning proactive marketing strategy
  • Effectively planning before customers meeting to present them with tailored advice.

Financial Advisor 4

Scotiabank
01.2013 - 09.2014
  • Acquiring detailed knowledge of products and services offered by Scotiabank
  • Referring unassigned customer with more complex needs to the appropriate adviser
  • Cross selling Scotiabank products and services to acquire new primary customers
  • Effective timely internal/external communication to provide customer with accurate and correct advice.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Education

Diploma - Finance

Bow Valley College
Calgary, AB
10.2011

Bachelor's In Commerce - Marketing

University of Calcutta
Kolkata, India
04.2009

Skills

Financial Analysis: Proficient in analyzing clients' financial status, credit reports, and loan applications to determine mortgage eligibility and offer tailored solutions

Client Relationship Management: Expertise in building and maintaining strong relationships with clients, understanding their financial goals, and providing personalized mortgage advice

Risk Assessment: Skilled in assessing financial risks and developing strategies to mitigate them, ensuring clients make informed mortgage decisions

Regulatory Compliance: Thorough understanding of financial regulations and compliance requirements, ensuring all mortgage processes adhere to legal standards

Loan Processing: Experience in managing the loan application process, from initial consultation to approval and closing, ensuring a seamless experience for clients

Communication Skills: Excellent verbal and written communication skills, capable of explaining complex financial concepts in a clear and accessible manner

Market Analysis: Ability to conduct thorough market research to understand current mortgage rates, trends, and housing market conditions

Educationprofile

  • Bachelor of Commerce (Marketing), Calcutta University, Calcutta, India, 2009
  • Business Administration Diploma(Finance), Bow Valley College, Calgary, Alberta, 2012

Languages

English
Full Professional
Hindi
Full Professional
Punjabi
Professional Working
Urdu
Professional Working

Certification

RFRA - Registered Financial Retirement Advisor

Timeline

Senior Financial Advisor

IG Wealth Management
04.2019 - Current

Associate, Private Banker

Scotia Wealth Management
04.2018 - 03.2019

Small Business Advisor

Scotiabank
02.2017 - 03.2018

SR Financial Advisor

Scotiabank
06.2015 - 01.2017

Financial Advisor 5

Scotiabank
09.2014 - 06.2015

Financial Advisor 4

Scotiabank
01.2013 - 09.2014

Diploma - Finance

Bow Valley College

Bachelor's In Commerce - Marketing

University of Calcutta

Similar Profiles

CREATE PROFILE
Tejinder(TJ) Kainth