Parth Sharma
Financial Advisor @TD
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WORK HISTORY
Financial Advisor @TD
ON, CA
Nominated for Q4 Quarterly Spotlight from the branch with a Quality Solid rating for the year 2023.• Handled and fulfilled client lending needs secured by fixed and liquid assets portfolio, exceeding quarterly goalsby 43.5%.• Coordinated with various divisions and departments in servicing routine renewals, payment maintenance andtranche release transactions.• Maintained current knowledge of investment markets, practices, and trends and integrated them into customeradvice and solutions tailored to meet client needs.• Opened and supported small business banking in managing their portfolios, finances and gained experienceworking with different corporate entities.• Educating the customer about different credit protection options and achieving a 368.7% rating on theprotection plan advice.• Performed a significant role in elevating quarterly disbursement of funds with 20% reduced error in legaldocumentation through strategical planning, execution, and coordination with multiple teams.• Strong retention of portfolios with on time renewals, and semi-annual review of the client account.
EDUCATION
Symbiosis Centre for Distance Learning
Post Graduate Diploma
Delhi University
Bachelor of Arts - BA
Humber College
Post Graduate
ABOUT PARTH SHARMA
As a Financial Advisor at TD, I handle and fulfill client borrowing and investment needs, exceeding target goals by 43.5%. With over 9 years of experience in the financial industry, I have developed strong skills in customer onboarding, financial planning, and relationship management. I am passionate about helping clients achieve their financial goals and providing them with tailored solutions and advice. I hold a Post Graduate Certificate in Financial Planning from Humber College and a Post Graduate Diploma in International Business from Symbiosis Centre for Distance Learning. I am also certified in the Canadian Securities Course (CSC®), and holds the designation of Certified Financial Service Advisor and knowledge of Macros and VBA. These credentials and competencies enable me to deliver high-quality service and value to my clients and my team at TD. I am a motivated CIM aspirant and eager to learn and grow in my field of expertise.
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