Financial Advisor

Dilpreet Uppal

Phone: 587-***-**** E: ********.********@*****.***

OBJECTIVE

To obtain a challenging position in a financial enterprise in which I can demonstrate my financial management expertise combined with effective communication skills.

HIGHLIGHTS AND ACCOMPLISHMENTS

Achieved First Quartile results in Financial Services Representative II role in CIBC. Acted as Branch manager in his absence with experience in ABM balancing and cash management. Worked with a one team approach training the Tellers to attain referral goals while managing imperial service clients.

Master’s in Business Administration (Finance elective), Canadian Securities Certification holder and a permanent resident of Canada.

Advanced Microsoft Word, Microsoft Excel and Microsoft PowerPoint in managing entries in the workplace and completing projects in MBA program accomplishing all tasks efficiently.

EDUCATION

Master of Business Administration( Finance elective )

Vancouver Island University, Nanaimo, BC

May 2013

Relevant Courses – Accounting, Mutual funds License of Canada (IFIC), Real estate Investment

Master of Science in International Business

Dual degree program

May 2013

Relevant Courses – International Marketing, Establishing Global Context

WORK EXPERIENCE

Relationship Manager Feb 2016- June 2016

Coast Capital Savings, Abbotsford, B.C

Financial Services Representative II Sep 2014- Feb 2016

CIBC, Abbotsford, British Columbia

Financial Services Consultant (Mutual funds and Life Insurance Licensed) Dec 2013 – Aug 2014

Investors Group, Calgary, AB

MBA Finance Intern Jan 2013- May 2013

Vancouver Island University, Nanaimo, BC

DEMONSTRATED SKILLS

Negotiating and Influencing skills

Negotiated successfully with prospects in order to close the sale for mutual funds, personal loans, lines of credit and mortgages achieving Quartile One results with an average of 200% of the target numbers.

Overcame objections by prospects through proactive marketing and prospecting, getting to fix the appointment and getting them to invest for no load and loaded mutual funds and market linked GICs.

Communication and Presentation

Effectively educated the clients about risk adjusted returns on a mutual fund portfolio thereby building

concrete relationships.

Completed multiple appointments in a day with results oriented approach and excellent time management skills in the current job at CIBC, recommending the appropriate product.

Conversed and intermingled effectually in international academic environment and team project work during MBA program attaining high success rate and developing long lasting relationship with peers.

Management

Managed the CIBC customer service and financial service representative team efficiently in the absence of Branch manager, training and coaching them to exceed their target goals.

Supervised a team of six interns in school achieving excellent results and nearly hundred percent success rates using the ability to adapt to constantly changing and shifting priorities and demands.

Managed a team of five members in a team project and presentation on globalization in managerial economics during MBA program.

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