Sanchit Bhasin

WORK HISTORY

EDUCATION

ABOUT SANCHIT BHASIN

As a Financial Advisor, I strive on building connections with business owners and families, helping them achieve financial freedom considering contingencies and having an action plan. I help clients grow, protect, invest and save for their future financial needs. Previously, as an Investment Service Representative at RBC Direct Investing, I enhanced client engagement by delivering educational briefings on complex financial products and registered account types. My role involved executing and reviewing thousands of transactions annually, ensuring compliance and risk management. Collaborating with the Capital Markets team, I focused on operational efficiency and client satisfaction. I also served as a Finance Executive at DKM Online Pvt. Ltd, where I developed and managed investment portfolios exceeding $3M, aligning with regulatory guidelines. My academic background includes a Post Graduate Diploma in Financial Planning from Humber College and a Bachelor of Commerce from the University of Delhi, equipping me with a strong foundation in financial analysis and management. I possess a robust set of skills, including financial modeling, investment analysis, and risk management, complemented by proficiency in software such as Bloomberg, Capital IQ, and SAP. My certifications, including the LLQP and CFA Level 1, further demonstrate my commitment to professional growth and expertise in the financial sector. What sets me apart is my analytical thinking and ability to build strong client relationships, ensuring tailored financial solutions. I am driven by a passion for finance and a commitment to delivering exceptional client experiences. I am eager to bring my skills and expertise to a dynamic corporate environment, where I can contribute to strategic financial planning and growth.