Sahil Yadav
Client Relationship Management @Loblaw Companies Limited
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WORK HISTORY
Client Relationship Management @Loblaw Companies Limited
CA
Build trust with 30+ diverse clients daily in high-pressure environments by actively listening to concerns, demonstrating product knowledge, and delivering solutions that enhance satisfaction and loyalty•Performed 15+ compliance assessments and client-related reviews, collecting evidence and preparing policy-aligned reports, ensuring adherence to company standards and effective risk mitigation.•Partnered with store leadership to identify operational and safety risks and support corrective actions, contributing to smooth daily operations and demonstrating strong judgment and attention to detail.
EDUCATION
George Brown Polytechnic Continuing Education
Financial Planning , Finance, General
Lovely Professional University
Bachelor of Commerce - BCom, Accounting and Finance
George Brown Polytechnic Continuing Education
Analytics for Business Decision Making
ABOUT SAHIL YADAV
Hello! I\'m a Financial Services Professional, passionate about helping clients achieve their financial goals through personalized planning and strategic advice. My academic journey in Financial Planning and Analytics for Business Decision-Making has fortified my technical expertise, complemented by my Bachelor of Commerce Honours with Certified Management Accounting background.🧰 My toolkit includes: Investment & Portfolio Management, Financial Risk Assessment, Retirement Planning Tax Planning & Optimization, Wealth Management & Estate Planning🤖 Regulatory Compliance (AML, KYC, CFP Standards), Client Relationship ManagementI\'ve applied these skills in real-world scenarios, like developing a comprehensive financial roadmap for a young family planning a home purchase and reallocating over 69,500 in investments to optimize returns. I\'ve also boosted client retention by 7% through tailored financial solutions and reduced costs by 9% through data-driven strategies. My Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) certifications highlight my commitment to maintaining the highest standards in financial services and staying ahead of industry regulations.Fun Fact: Outside of finance, I enjoy riding through mountain trails, appreciating the freedom and adventure of the open road.Let\'s connect at s••••••••@gmail.com!
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