Parwinder Singh
Senior Financial Advisor and Mutual Fund Representative @Scotiabank
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WORK HISTORY
Senior Financial Advisor and Mutual Fund Representative @Scotiabank
Toronto, ON, CA
Won the annual “BEST OF THE BEST, Top Individual Performance \" award for being among the top 10 advisors in the entire Toronto Centre district in sales for FY 25 • Ranked #1 Senior Financial Advisor in the entire Toronto Centre District as well as Top 10% in the whole Toronto Region for Q2 2026, Q3 2025;#2 in the district and Top 10% in Q4 2025;#3 in the district and Top 25% in Q1 2025.• Nominated for consecutive annual “Best of the Best award” for 2024 based on annual performance and displaying branch leadership behavior • Identified complex client needs and sent wealth referrals of over $5 million• Focused on investment and borrowing as well as estate and retirement planning needs of HNW clients• Consistent relationship acquisition and management; grew and managed a book of clients over $50 million.• Trained and coached service team with advisory policies and transactions• Continued as branch Officer in Charge, actively helping service and sales teams
EDUCATION
Seneca Polytechnic
Financial Planning, Financial Planning and Services
Shaheed Sukhdev College Of Business Studies
Bachelor of Management Studies (major Finance)
Seneca Polytechnic
Financial Compliance, Financial Services and Compliance Administration
ABOUT PARWINDER SINGH
Work for growth; with passion!\"Graduated Bachelor of Management Studies, major (Finance) from India\'s premier undergraduate B-school; completed Financial Planning and Financial Compliance (Graduate Certificates) from Seneca College, with a cumulative GPA of 3.8/4.0.Started my banking career at TD bank as a Customer Experience Associate at one of the flagship branches in Canada. Paced at 750% in only 8 months at the role.Joined Scotiabank as a Financial Advisor and won \"BEST OF THE BEST\" Top Individual Performance award FY23 in my first year in the role. Achieved upwards of 170% of the target consecutively in each quarter. Elevated to Senior Financial Advisor after 1 year in the financial advisor role.Completed all 4 milestones of the advisor role as well as the PFP designation and won another “BEST OF THE BEST” Top Individual Performance award FY 2025. Ranked #1 Senior Financial Advisor in the district for two consecutive quarters and top 3 in all other quarters. Secured multiple quarterly recognitions as Top 10% and Top 25% of all Senior Financial Advisors in the entire Toronto Region.Passionate about personal investments, banking, financial services, sports and travel; love to update my knowledge according to the ever changing global financial and economic scenario. Multilingual communication skills (English, French, Hindi, Punjabi, Urdu) to effectively connect with my clients from across the globe.
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