Sumit Singh

Senior Financial Advisor @Scotiabank

Nelson, BC, CA

Meet with clients to assess their financial needs and provide expert advice on wealth management, savings, investment, insurance, and retirement planning. • Review, manage, and adjust clients’ investment portfolios based on market conditions, client needs, and risk tolerance. • Develop comprehensive financial plans for clients, ensuring they align with their short-term and long-term objectives. • Keep updated on Scotia Bank’s range of products and services and recommend appropriate solutions to clients. • Proactively seek new clients and referrals to expand the customer base and meet sales targets. • Analyze potential risks associated with client portfolios and recommend strategies to mitigate them. • Ensure all client interactions, transactions, and recommendations are compliant with bank policies and regulatory standards while maintaining detailed records. • Stay updated on market trends, economic indicators, and investment products. • Engage in professional development and training to stay informed on industry trends and best practices. • Collaborate with other bank departments to ensure seamless service delivery. • Address and resolve client issues or concerns promptly. • Organize and conduct financial seminars or workshops for client education.

University Canada West

Master of Business Administration - MBA, Finance, General

Amity University

Bachelor of Technology, Mechanical Engineering

Manipal University

Post Graduate Diploma, Banking, Corporate, Finance, and Securities Law, Post Graduate

Bal Bharti Sr. Sec. School, B.H.E.L., High School (CBSE) Haridwar Uttrakahnd

High school, Science, Mathematics, English

Kendriya Vidyalaya

Intermediate, PCM & CS