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Inderjot Singh, FP, CSC

Inderjot Singh, FP, CSC

Marketing Reseacher

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location of Inderjot Singh, FP, CSCGreater Toronto Area, Canada

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  • Timeline

  • About me

    Senior Financial Advisor at Scotiabank

  • Education

    • Canadore College

      2016 - 2017
      Post Graduate Certificate Business Management

      The Business Management program helped me get relevant industry skills and learning by taking a wide range of courses. I studied economics, accounting, marketing, strategic planning and entrepreneurial skills.

    • Delhi University

      2012 - 2015
      Bachelor of Commerce - BCom Accounting and Business/Management

    • Humber College

      2015 - 2016
      Post graduate certificate program Financial planning

      The Financial Planning program at Humber business school helped me to understand the vast range of financial services, business and soft skills plus the opportunity to earn the licences and the designations that financial services institutions are looking for in the professionals they are hiring. It helped me to get a licence where I can sell stocks, bonds, mutual funds and many more products which will help me to achieve Canadians their financial goals.

    • Indian Institute of Planning and Management

      2011 - 2014
      Bachelor of Business Administration (BBA) Business Administration and Management, General

      The undergraduate program at IIPM prepared me for a wide range of careers in business world. Their BBA program focuses on preparing an individual for modern financial and business field.During the three years of undergraduate I also had an opportunity to work with Scholarlive. An online tutoring company where I demonstrated my learning and gained proficiency in business world including problem solving, communication and teamwork but not limited to that.

  • Experience

    • Scholarlive

      Jun 2014 - Aug 2014
      Marketing Reseacher

      Scholarlive is an online tutoring company based in Gurgaon, India. They cater online tutoring services in Maths, Science and English.Roles and Responsibilities - Implemented and evolved strategies to target new business opportunities and markets- Maintained official company page on Facebook to facilitate interaction with customers - Developed contingency plans and alternative solutions for the company- Analysed competitors, SWOT to measure effectiveness of the marketing strategies- Compiled list of prospective leads based on target market- Booked and scheduled appointments with prospective leads Show less

    • HP Singh Associates

      Oct 2014 - Feb 2015
      Finance Intern

      HP Singh Associates is one of the oldest telecom tower setup company located in Nortern India. The comapany has supported major telecom companies such as Vodafone, Airtel, Reliance Jio, Idea etc. to launch their opreations in Various provinces of India which includes but not limited to that- Delhi, Harayana, Punjab, Himachal Pradesh and Karnataka.Roles and Responsibilities - Guided and evaluated the team of various individuals- Conducted inspections at work sites to ensure safety and quality- Maintained and builded relationships with clients to ensure continuing business- Helped and followed up with clients and paperwork- Helped with preparing presentations for the board meetings Show less

    • Blueray Wealth Management Inc.

      Feb 2016 - Apr 2016
      Associate Financial Advisor

      Bluray Wealth Management Inc is Canadian company located in Mississauga which deals in Insurance, Investments, Wealth Management and personal financial planning.Roles and Responsibilites- Data Prospected through Internet and Various sources- Worked with an associate to help build financial plan- Analyzed clients financial information and assisted them in financial decisions- Conducted business through cold calling- Door to door marketing and promoted the company and its products- Gained strong knowledge of TFSA, RRSP, RRIF, Mutual funds and Insurance options Show less

    • Tim Hortons

      Oct 2016 - Dec 2018
      Barista

      Tim Hortons inc. is a Canadian based fast food company which is dealing in the food industry and known best for its coffee and donuts.Responsibilities - Multi-tasked by taking orders, handling cash, prepared and served coffees at the same time- Handled customers with any queries and complain- Assisted manager in making inventories also Supervised new team members

    • BMO Financial Group

      Oct 2018 - Jan 2019
      Customer Service Representative

      Responsibilities- Assisted customers and provided knowledge about digital banking to make banking easy and fast- Offered bank products and services based on the need of clients and achieve success rate of more than 100% in achieving weekly targets- Supported required operational activities and independently manage, load and reconcile cash transactions

    • Scotiabank

      Jan 2019 - now

      Responsibilities:- Opening new bank accounts, credit cards, line of credit for new and existing clients while providing access to ABM, telephone banking and online banking services once proper "Know Your Customer" procedures have been completed and consistently overachieving sales target-Promote the sale of deposit, savings and credit related services in branch and via telephone appointment and once the need assessment has been completed; refer to partners as applicable-Adhering to cash/custody and securities all the time while escalating fraudulent activities/unusual occurrences/deficiencies/trends to Branch Manager or AML officer. Show less

      • Senior Financial Advisor

        Nov 2022 - now

      • Financial Advisor

        May 2021 - Oct 2022

      • Universal Banker

        Sept 2019 - May 2021

      • Customer Representative

        Jan 2019 - Aug 2019

  • Licenses & Certifications

    • CSC

      Canadian Securities Institute (CSI)
      Jul 2016

    • Capstone course

      Financial Planning Standards Council (FPSC)
      Oct 2016

  • Honors & Awards

    • Awarded to Inderjot Singh, FP, CSC
      Top 10% performing advisor in Toronto- Q4 2022 Scotiabank Oct 2022
    • Awarded to Inderjot Singh, FP, CSC
      Top 10% performing advisor in Toronto- Q3 2022 Scotiabank Jul 2022
    • Awarded to Inderjot Singh, FP, CSC
      Passport to Success program - Silver Level Humber College Dec 2015 Achieved silver level by actively participating in various on and off campus events organized by the college. Of particular note, out of one thousand students who participated l was awarded with silver level certification.

  • Volunteer Experience

    • Front of House Assistance

      Issued by Toronto International Film Festival on Sept 2017
      Toronto International Film FestivalAssociated with Inderjot Singh, FP, CSC

    • Information

      Issued by Humber College on Sept 2015
      Humber CollegeAssociated with Inderjot Singh, FP, CSC