Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Volunteer Experience
Work Availability
Software
Languages
Work Preference
Timeline
Generic
KARANVIR SINGH

KARANVIR SINGH

Direct Investing Advisor
Mississauga,Ontario

Summary

A customer-focused professional with experience in banking operations, sales, and client relationship management. I am skilled in customer service, cross-selling, and compliance (KYC/AML), with a strong ability to build relationships and drive business growth. I am seeking a banking/wealth management role where I can leverage my expertise in client engagement, problem-solving, and revenue generation.

Overview

3
3
years of professional experience
1
1

Canadian Securities Course Certification

1
1

CAPM-PMI

Work History

Direct Investing Advisor

TEKsystems Canada Inc.
09.2024 - 01.2025
  • Consulted on forex trading, GICs, mutual funds, ETFs, and equities, providing clients with an overview of all the trading accounts and characterizing the RBC-Direct Investing brokerage platform’s features and benefits.
  • Onboarded and managed multiple accounts, ensuring 100% regulatory compliance and accurate execution of transactions.
  • Resolved high-value trade discrepancies, liaising with licensed traders for profitable execution.
  • Enhanced digital banking solutions, improving customer engagement and operational efficiency.

Financial Services Representative

Canadian Imperial Bank OF Commerce (CIBC)
06.2022 - 06.2023
  • Generated $20K+ in new banking relationships, conducting 50-60 high-impact outbound calls daily.
  • Increased sales conversion rates by 20%, promoting credit lines, Visa products, and financial solutions.
  • Advised clients on RRSPs, TFSAs, and savings accounts, ensuring informed financial decisions.
  • Conducted virtual consultations, bridging clients with specialized financial advisors.
  • Maintained 100% compliance, reducing risk exposure and improving audit outcomes.

Technical Support Advisor

Kelly Services
08.2020 - 06.2022
  • Resolved 20-30+ customer inquiries daily, achieving a 90%+ satisfaction rating.
  • Promoted to Mac Advisor within one year, recognized for troubleshooting expertise and customer engagement.
  • Diagnosed and resolved Apple device/software issues, ensuring 100% security compliance.
  • Boosted first-call resolution rates, improving operational efficiency.

Education

Graduate Certificate - Entrepreneurship Management

George Brown College
Toronto, ON
09.2019

Graduate Certificate - Project Management

Fleming College
Peterborough, ON
09.2018

B.Tech - Mechanical Engineering

Lovely Professional University
Jalandhar, Punjab
09.2016

Skills

  • Customer Service & Relationship Management
  • Sales, Cross-Selling, & Upselling
  • Commercial Awareness & Financial Advisory
  • Compliance & Risk Management (KYC, AML)
  • CRM Systems (Salesforce, FactSet, Gensys)
  • Problem-Solving & Critical Thinking
  • Time Management & Prioritization
  • Adaptability & Team Collaboration

Accomplishments

  • CIBC Performance Excellence Award (2022) – Exceeded sales targets and
    customer service expectations.
  • Customer Satisfaction Incentives (Kelly Services) – Recognized for top-rated
    service performance.

Certification

  • Canadian Securities Course – Canadian Securities Institute
  • CAPM – Project Management Institute

Volunteer Experience

Volunteer, Student Administrative Council
Peterborough, ON | Mar 2018 - Sep 2018
• Organized mental health awareness campaigns, increasing student engagement.
• Coordinated intercultural competitions and sponsorships, strengthening
community participation.
• Promoted counseling services, ensuring accessibility for students in need

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

MS Project

MS Powerpoint

Languages

English
Advanced (C1)

Work Preference

Work Type

Full TimeContract Work

Work Location

On-SiteRemoteHybrid

Important To Me

Career advancementPersonal development programsCompany CultureStock Options / Equity / Profit Sharing

Timeline

Direct Investing Advisor

TEKsystems Canada Inc.
09.2024 - 01.2025

Financial Services Representative

Canadian Imperial Bank OF Commerce (CIBC)
06.2022 - 06.2023

Technical Support Advisor

Kelly Services
08.2020 - 06.2022

Graduate Certificate - Project Management

Fleming College

B.Tech - Mechanical Engineering

Lovely Professional University

Graduate Certificate - Entrepreneurship Management

George Brown College

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KARANVIR SINGHDirect Investing Advisor