Ankit -
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Ankit - Email & Phone Number

Financial Planning Specialist at World Financial Group (WFG)
Location: Surrey, British Columbia, Canada 6 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Planning Specialist
Location
Surrey, British Columbia, Canada
Company size

Who is Ankit -? Overview

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Quick answer

Ankit - is listed as Financial Planning Specialist at World Financial Group (WFG), a with 13227 employees, based in Surrey, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Ankit -.

Ankit - previously worked as Front Office Manager at Pats Pub and Internal Audit Manager at Budget Inn Patricia Hotel. Ankit - holds Post Baccalaureate Diploma In Hotel And Resort Management, Hospitality Administration/Management from Capilano University.

Company email context

Email format at World Financial Group (WFG)

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World Financial Group (WFG)

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Profile bio

About Ankit -

**A Financial Services Professional*** Helping Individuals to Go From Working For Someone Else's Business to Build Their Own. * Teaches What Should Be Taught In School.* Helping Families to Secure Their Financial Future.* Focus Only On One Moto "NO FAMILY LEFT BEHIND".

Current workplace

Ankit -'s current company

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World Financial Group (WFG)
World Financial Group (Wfg)
Financial Planning Specialist
duluth, georgia, united states
Employees
13227
AeroLeads page
6 roles

Ankit - work experience

A career timeline built from the work history available for this profile.

Financial Planning Specialist

Current

Vancouver, British Columbia, Canada

Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.In-depth knowledge of RRSP, TFSA, Wealth Account etc.Analyzing financial data received from clients to develop strategies for meeting clients' financial goalsPreparing or interpreting financial document summaries, investment performance reports and income projections for clients.Helping clients with debt consolidation.Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Oct 2021 - Present

Front Office Manager

Vancouver, British Columbia, Canada

May 2021 - Aug 2021

Internal Audit Manager

Vancouver, Canada Area

● Suggesting customers with add-on room charges like parking charges, long-distance call charges and pub and restaurant bills.● Keep accounts in balance and run daily reports to verify totals to avoid any discrepancies in guest accounts.● Run daily, weekly and monthly reports to maintain all the financial reports and guests’ accounts up to date.● Print and mail all the financial and night audit report every day to General Manager.

May 2019 - Apr 2021

Front Desk Manager

Wisconsin Dells,Usa

● Conducted financial audits on scheduled basis to maintain the financial record of the hotel● Handled an average of 500 daily visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention● Prepared weekly employee work schedule for 30 employees● Built talented team through training 15 new associates by training them about various aspects of customer service and hotel software.● Answered multi-line phone system, responded to inquiries and transferred calls to correct departments and personnel.● Used quick response and dynamic service skills to build relationships with patrons, improving customer retention rate

Apr 2018 - Sep 2018

Front Desk Supervisor

Wisconsin Dells,Usa

● Performed concierge services for guests by providing them information about the area, places to visit, providing them information about the activities in the area and other tourism related information.● Trained new staff on correct procedures, compliance requirements and performance strategies● Greeted guests at front desk and engaged in pleasant conversations while managing check-in process● Explained details regarding property, including restaurants, pool area, spa and fitness center to acclimatize patrons to resort environment● Sorted mail and other important data, promoting quick delivery of all messages to recipients● Coordinated with room service, housekeeping, maintenance and security to meet all guest needs

Sep 2017 - Sep 2018

Front Desk Associate

Bengaluru Area, India

● Politely welcomed arriving guests, providing room keys and information on amenities and policies● Used Opera to process reservations, check-ins and check-outs● Maintained financial accuracy by collecting deposits, fees and payments, processing changes and Issuing receipts● Answered guest questions and referred to local points of interest● Updated customer accounts with add-on room charges, including mini bar use and room service bills● Took reservations over phone, in person and via computer for guests and provided confirmation Information

Nov 2015 - Feb 2016
Team & coworkers

Colleagues at World Financial Group (WFG)

Other employees you can reach at worldfinancialgroup.com. View company contacts for 13227 employees →

2 education records

Ankit - education

Post Baccalaureate Diploma In Hotel And Resort Management, Hospitality Administration/Management

After finishing my bachelor's in Hotel Management I decided to go further and learn more about this sector as just bachelor's is not.

Bachelors' Of Hotel Management, Hospitality, 70 Percent

Army Institute Of Hotel Management & Catering Technology, Nagareshwaranagehalli, Kottannur Post, Bangalore -560 077.

Activities and Societies: Sports and Cultural activitiesAfter high school I decided to pursue my career in hospitality and it was not easy.

FAQ

Frequently asked questions about Ankit -

Quick answers generated from the profile data available on this page.

What company does Ankit - work for?

Ankit - works for World Financial Group (WFG).

What is Ankit -'s role at World Financial Group (WFG)?

Ankit - is listed as Financial Planning Specialist at World Financial Group (WFG).

Where is Ankit - based?

Ankit - is based in Surrey, British Columbia, Canada while working with World Financial Group (WFG).

What companies has Ankit - worked for?

Ankit - has worked for World Financial Group (Wfg), Pats Pub, Budget Inn Patricia Hotel, Alakai Hotel & Suites, and Mt. Olympus Resort & Theme Park.

Who are Ankit -'s colleagues at World Financial Group (WFG)?

Ankit -'s colleagues at World Financial Group (WFG) include Rafael Orozco, Andrea Taschereau, Eryk Edge, Regina Reyes, and Anh Pham.

How can I contact Ankit -?

You can use AeroLeads to view verified contact signals for Ankit - at World Financial Group (WFG), including work email, phone, and LinkedIn data when available.

What schools did Ankit - attend?

Ankit - holds Post Baccalaureate Diploma In Hotel And Resort Management, Hospitality Administration/Management from Capilano University.

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