Manisha
Senior Financial Advisor @Scotiabank
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WORK HISTORY
Senior Financial Advisor @Scotiabank
Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships- Lead and mentor colleagues, contributing to team performance and developing leadership skills in managing client portfolios and initiatives-Develop, retain and grow branch business by driving individual and team goals, while ensuring a positive customer experience- Regularly review client accounts and plans to anticipate changes in financial needs due to life events, economic shifts, or market trends, translating insights into actionable strategies-Leverage insights from client interactions to inform product strategy and service improvements, bridging customer needs with business objectives-Strengthen team and client engagement through presentations, relationship management, and collaborative problem-solving.
EDUCATION
Panjab University
Bachelor of Commerce, Business/Commerce, General
George Brown Polytechnic
Marketing Management , Marketing
Humber College
Post graduation degree, Financial Planning and Services
ABOUT MANISHA
I have spent over 8 years of experience helping client navigate their financial journeys from investment advising and lending to financial planning, while also developing strong leadership skills by mentoring colleagues, guiding clients, and leading small team initiatives. Along the way, I have discovered that what excites me most is not just the numbers, but building strategies, designing solutions, and creating products that truly meet customer needs.With certifications like the CIFP Financial Planning Diploma, the Canadian Securities Course (CSC), and the Registered Financial and Retirement Advisor designation, I bring both technical expertise and hands-on experience in understanding markets, trends and client priorities. Now, I am eager to bring this knowledge to a managerial role in product or marketing, where I can lead initiatives that drive growth and create meaningful customer experiences.I thrive in collaborative environments that value innovation and strategic thinking, and I love turning insights into action. I am looking to connect with professionals who share my passion for financial products, marketing strategy, and building solutions that make a real impact.
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