Aryaman Gupta
Financial Advisor @Scotiabank
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WORK HISTORY
Financial Advisor @Scotiabank
Mississauga, ON, CA
Earned IFIC Certification to be a licenced mutual funds representative to help clients diversify their investment portfolios to protect against market risk and to generate higher returns over timeLed client-facing campaigns, scoping investment strategies, and managing execution to achieve 130% of quarterly sales targets.Utilized Salesforce to manage client pipelines, track campaign outcomes, and measure progress against performance benchmarks.Analyzed data to identify high-value client segments, develop targeted strategies, and recommend scalable solutions.Collaborated with product, sales, and operations teams to align investment offerings with client needs, ensuring optimal outcomes.
EDUCATION
University of Toronto
Bachelor's degree
freeCodeCamp
Certification
ABOUT ARYAMAN GUPTA
Senior Financial Advisor with 4 years of experience at Scotiabank helping high-net-worth…
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