Hinal Patel
Senior Financial Advisor @Scotiabank
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WORK HISTORY
Senior Financial Advisor @Scotiabank
London, ON, CA
Managed a diverse portfolio of 500 clients, focusing on lending and investment strategies. • Achieved a high client retention rate through personalized financial planning and exceptional service. • Championed risk management initiatives by conducting thorough due diligence on complex transactions. • Recognized as a top individual performer, demonstrating consistent excellence in financial advisory.
EDUCATION
Maharaja Sayajirao University of Baroda, Vadodara
Bachelor of Commerce - BCom
Fleming College
Post Graduate Certificate
ABOUT HINAL PATEL
Experienced financial advisor with expertise in comprehensive financial planning…
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