Varun Takkar
Whitby,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
3
3
years of professional experience
4
4
Certification
Work History
Project Lead
Scotiabank
02.2023 - Current
- Streamlined project management processes by implementing Agile methodologies and improving team communication.
- Enhanced client satisfaction by consistently delivering high-quality projects within budget and on schedule.
- Mentored junior team members, fostering professional growth and increasing overall team efficiency.
- Reduced project completion timeframes through strategic resource allocation and efficient task delegation.
- Collaborated with cross-functional teams to ensure seamless integration of various project components.
- Increased stakeholder engagement by conducting regular status updates and addressing concerns proactively.
Financial Advisor
CIBC Imperial Service
06.2022 - 11.2022
- Help clients plan and make the right financial decision
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Investment Representative
BMO Financial Group
04.2021 - 05.2022
- Increased client satisfaction by providing exceptional customer service and addressing their investment needs.
- Execute regular tasks for Clients including manual trades in collaboration with cross-functional partners
- Developed strong relationships with clients for long-term retention and increased assets under management.
- Assisted clients with portfolio management, resulting in improved diversification and risk mitigation.
- Conducted market research to stay informed on industry trends, enabling better-informed investment recommendations.
- Provided personalized financial advice, helping clients achieve their short-and long-term financial goals.
Education
Post-Graduate - Business And Logistics
Canadore Stanford College
Scarborough, ON04.2020
MBA - Finance
Lovely Professional University
Punjab, IN07.2018
Bachelor of Commerce - Accounting And Finance
Punjab University
Punjab, IN05.2017
Skills
- Investment planning
- Client Relations
- Stock market expertise
- Excellent Customer Service
- Mutual funds expertise
- Retirement needs
- Asset Allocation
Certification
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Investment Representative Training (IR)
- Personal Financial Services Advice (PFSA)
Timeline
Project Lead
Scotiabank
02.2023 - Current
Financial Advisor
CIBC Imperial Service
06.2022 - 11.2022
Investment Representative
BMO Financial Group
04.2021 - 05.2022
Post-Graduate - Business And Logistics
Canadore Stanford College
MBA - Finance
Lovely Professional University
Bachelor of Commerce - Accounting And Finance
Punjab University
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