Open to opportunities

Samiksha Tiwari

@samikshatiwari

Message

Experienced Financial Services Professional with a focus on client success.

Canada

Message

What I'm looking for

I am seeking a role that values client relationships and offers growth opportunities in financial advisory.

I am a dedicated Financial Services Professional with nearly 3.5 years of experience in banking operations and customer service. My expertise lies in financial advisory, where I excel in consultative sales and financial needs assessment. I have a proven track record of driving customer satisfaction and revenue growth through strategic cross-selling of financial products and services.

Throughout my career, I have achieved significant milestones, including generating over $4 million in partner referrals in a single quarter at Toronto Dominion Bank. My role as a Branch Ambassador for Credit Protection at Scotiabank led to our branch ranking #2 in the district. I am well-versed in regulatory compliance, ensuring adherence to KYC, AML, and other guidelines, which has been crucial in maintaining the integrity of financial operations.

I am proficient in using various financial tools and reporting systems, including CRM tools and MS Excel, to deliver accurate financial reports and insights. My commitment to fostering strong customer relationships and providing tailored financial solutions has been the cornerstone of my professional ethos.

Experience

Work history, roles, and key accomplishments

Personal Banker & Mutual Fund Representative

Toronto Dominion Bank (TD)

Jan 2024 - Present (1 year 7 months)

Delivered tailored financial solutions, advising clients on a broad range of investment and credit banking options. Fostered deep customer relationships through active engagement, thoughtful financial questioning, and personalized service.

Financial Solutions Investment Advisory Credit & Banking Customer Relationship Management Regulatory Compliance

Banking Advisor & Mutual Fund Representative

Bank of Nova Scotia (Scotiabank)

Aug 2022 - Present (3 years)

Proactively identified and assessed customer needs, delivering expert financial advice and insights. Developed comprehensive, personalized financial plans, helping clients meet both short-term and long-term goals.

Financial Planning Financial Advice Client Relationship Management Sales Growth

Store Supervisor

Subway Canada

Dec 2021 - Present (3 years 8 months)

Managed operational processes, including stock control, sales paperwork, employee pay, and timesheets, ensuring efficiency. Oversaw cash handling procedures, ensuring accurate balances and minimizing losses.

Operational Management Stock Control Customer Service

Education

Degrees, certifications, and relevant coursework

Centennial College

Diploma in Financial Planning, Financial Planning

Completed a comprehensive diploma program focused on financial planning principles and practices. Gained expertise in various aspects of financial advisory and wealth management.

Institute of Professional Studies

Bachelor of Commerce (Honours), Commerce

Earned an honours degree in Commerce, building a strong foundation in business and financial concepts. Developed analytical and problem-solving skills relevant to the financial services industry.