Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Volunteering
Timeline
Generic

Gurpreet Singh

Edmonton, AB

Summary

Personable and results-driven Senior Financial Advisor with extensive experience in developing and implementing customized investment strategies. Certified in financial planning, with a proven track record of acquiring and managing profitable client relationships. Passionate about delivering sound financial advice and helping clients achieve their financial goals. Eager to contribute strategic expertise and a strong work ethic to a forward-thinking firm.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

Scotiabank
Edmonton, AB
06.2024 - Current
  • Facilitated client meetings with comprehensive investment strategy planning.
  • Built relationships with clients by offering personalized customer service in order to retain business and attract new clients.
  • Draw tailored financial plans for clients based on their individual needs and long-term financial goals.
  • Adapt to making a minimum of 25 courteous calls weekly to secure appointments, and effectively cultivate business opportunities for the weeks ahead.
  • Ensured compliance with regulatory requirements, and adherence to industry best practices.
  • Managed client expectations and resolved any concerns or issues promptly.
  • Helped clients with complex lending needs, such as refinancing, and restructuring their mortgages.
  • Create the ongoing referrals to the Scotia Partners, small business advisors, and the financial planners.
  • Approached customers and engaged in conversation through the use of effective interpersonal and people skills.

Personal Banker

TD BANK
ORILLIA, ON
06.2022 - 06.2024
  • Established enduring relationships with clients and their families, fostering a strong rapport to ensure a lasting affiliation for generations.
  • Recognized for consistently going above and beyond to meet the client’s expectations. Leveraging the Relationship Builder Tool.
  • Increase customer confidence by providing personalized financial advice, answering clients' questions, and addressing their concerns, raising matters as appropriate to team members or partners while maintaining confidence and accuracy.
  • Drove substantial growth in the Branch book of business by securing $20 million in the pipeline from OFIs, effectively channeling clients to wealth management and other strategic partners, resulting in enhanced revenue and client engagement.
  • Proficient in delivering comprehensive training sessions to teams of up to four members, specializing in complex lending and investing deals by the new buddy system.
  • Assisted over 100 clients utilizing TD Goal Builder, a tool designed to offer personalized investment guidance tailored to individual goals.
  • Facilitated introductions between high-net-worth clients and wealth TD Partners, MMS, private bankers, and business account managers, emphasizing the convenience of accessing a comprehensive suite of services, all under one roof.
  • Engaging in local professional and community events and associations to cultivate networks and foster relationships with potential clients, showcasing dedication to community involvement, and establishing credibility within the industry.

Client Advisor

RBC Royal Bank
01.2022 - 06.2022
  • Enhanced client satisfaction by providing personalized advice and tailored product recommendations.
  • Strengthened client relationships through regular communication, and proactive follow-up on inquiries.
  • Contributed to company growth by identifying new business opportunities, and cross-selling services.
  • Proactively performed opening and closing procedures daily (cash handling, shipping, and ordering).
  • Serving more than 100 clients daily, I enrolled them in the New Value program with RBC.
  • Linked more than 100 clients to the new value program, and always made them aware of the new programs and promotions by using different tools on the sales platforms.

Education

Post-Graduate Certificate - Project Management

Humber College
Toronto, ON
09-2020

Post Graduate Diploma - Supply Chain Management – Global Logistics

Seneca College of Applied Arts And Technology
North York, ON
09-2019

Bachelor’s in Commerce - Accounting And Finance

Panjab University
Chandigarh, India
07-2018

Skills

  • Relationship building
  • Cross-selling and upselling
  • Issues resolution
  • Opportunity Identification
  • Attention to detail
  • Wealth management
  • Financial planning
  • Regulatory compliance
  • Fraud prevention
  • Revenue Generation
  • Client Relationship Management

Certification

  • IFIC (CSI)
  • PFSA (CSI)
  • FPI (CSI)
  • Six-Sigma Green Belt (Seneca College)
  • Enrolled in FP2 (CSI)

Accomplishments

  • Recognized and appreciated by DVP for booking more than 20 appointments in a week during district call hours.
  • Known as OFI Hunter as I collected more than 60 million OFI Business and added in the business pipeline, closed around 10 million this quarter with one TD Partner.

Languages

Punjabi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2

Volunteering

  • Tree Plantation: TD Bank Recently, I participated with TD, where we planted more than 30 plants in a day with a group of six people
  • Christmas Ring the Bell: Salvation Army ringed the Christmas bell and collected around $600 in the local area; that money was used for curing hunger and providing meals at Christmas to needy kids

Timeline

Senior Financial Advisor

Scotiabank
06.2024 - Current

Personal Banker

TD BANK
06.2022 - 06.2024

Client Advisor

RBC Royal Bank
01.2022 - 06.2022

Post-Graduate Certificate - Project Management

Humber College

Post Graduate Diploma - Supply Chain Management – Global Logistics

Seneca College of Applied Arts And Technology

Bachelor’s in Commerce - Accounting And Finance

Panjab University

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Gurpreet Singh