Open to opportunities

rajii giri

@rajiigiri

Message

Motivated financial advisor with expertise in client solutions.

Canada

Message

What I'm looking for

I am looking for a role that allows me to leverage my financial expertise while fostering client relationships in a supportive and growth-oriented environment.

I am a licensed financial advisor based in Montreal, specializing in life insurance, RESP, RRSP, TFSA, and investment solutions. My journey in the financial services industry has been driven by a passion for helping clients achieve their financial goals. I pride myself on building long-term relationships with clients, ensuring they receive tailored solutions that meet their unique needs.

With a Bachelor of Science in Nutrition and Dietetics, I bring a diverse background to my role. My experience spans customer service, retail, and optical assistance, where I have honed my skills in client relations and problem-solving. I am committed to maintaining a warm, professional presence while guiding clients through complex financial decisions and ensuring compliance with industry regulations.

Experience

Work history, roles, and key accomplishments

Optometrist Assistant & Sales Associate

Optical Retail

Assisted in scheduling, pre-exam testing, and administrative tasks for optometrists. Helped clients choose prescription glasses and sunglasses, processing orders and ensuring accuracy in prescription fulfillment.

Administrative Support Customer Service Scheduling

Licensed Financial Advisor

Financial Services

Jan 2022 - Present (3 years 6 months)

Advised clients on life insurance, RESP, RRSP, TFSA, and investment products. Conducted needs-based financial assessments and created personalized plans, ensuring compliance with industry regulations.

Financial Planning Investment Solutions Life Insurance Products Regulatory Compliance

Customer Service Representative

Retail Cellphones

Provided technical assistance and product support for cellphone users, assisting with sales, upgrades, and device troubleshooting. Managed daily POS operations and product inventory efficiently.

Technical Support Sales Troubleshooting Inventory Management

Education

Degrees, certifications, and relevant coursework

Anna Adarsh College for Women

Bachelor of Science, Nutrition and Dietetics

Completed a comprehensive program focusing on nutrition and dietetics. Gained expertise in dietary planning, nutritional science, and public health aspects of food.