Deepanshu Parlani (Divya) Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

I provide tailored financial advice as an IIROC licensed advisor, developing customized financial plans based on in-depth analyses of client goals, risk tolerance, and financial situations. My role involves identifying and cultivating new business opportunities, expanding our client base through strategic networking and targeted sales strategies. I also manage investment portfolios, offering informed recommendations that align with clients' objectives, while continuously supporting and… Show more I provide tailored financial advice as an IIROC licensed advisor, developing customized financial plans based on in-depth analyses of client goals, risk tolerance, and financial situations. My role involves identifying and cultivating new business opportunities, expanding our client base through strategic networking and targeted sales strategies. I also manage investment portfolios, offering informed recommendations that align with clients' objectives, while continuously supporting and integrating new hires into the team. My efforts have resulted in a significant expansion of our client base within the first year, enhanced portfolio performance through market trend analysis, and a 100% compliance rating, reflecting my meticulous attention to detail. Additionally, I’ve facilitated over $5 million in lending solutions, contributing to long-term financial success for our clients and earning multiple Purpose Awards for exceptional performance. Show less

Toronto, Ontario, Canada

In this role, I conducted precise daily bank account reconciliations, ensuring the accuracy of financial records. I efficiently resolved unreconciled items and maintained comprehensive financial documentation, which supported seamless cross-functional collaboration. My expertise in processing swift payments and maintaining organized financial records was instrumental in achieving a 100% compliance rate with internal audit requirements. By streamlining reconciliation processes, I significantly… Show more In this role, I conducted precise daily bank account reconciliations, ensuring the accuracy of financial records. I efficiently resolved unreconciled items and maintained comprehensive financial documentation, which supported seamless cross-functional collaboration. My expertise in processing swift payments and maintaining organized financial records was instrumental in achieving a 100% compliance rate with internal audit requirements. By streamlining reconciliation processes, I significantly reduced processing time, surpassing productivity targets and contributing to the department’s overall success. Show less

Toronto, Ontario, Canada

I managed client accounts, handled trade processing, and addressed transfer requests while ensuring compliance with IIROC regulations. I spearheaded multiple projects supporting Operational Excellence by implementing compliance procedures and policies. Regular client contact and proactive issue resolution were key aspects of my role, leading to a 100% NPS customer satisfaction rate. I successfully managed over $10 million in client assets, delivering consistent portfolio growth and earning… Show more I managed client accounts, handled trade processing, and addressed transfer requests while ensuring compliance with IIROC regulations. I spearheaded multiple projects supporting Operational Excellence by implementing compliance procedures and policies. Regular client contact and proactive issue resolution were key aspects of my role, leading to a 100% NPS customer satisfaction rate. I successfully managed over $10 million in client assets, delivering consistent portfolio growth and earning recognition from management for completing all required certifications within six months. Show less

Toronto, Ontario, Canada

I drove sales performance by presenting relevant product offers and providing expert troubleshooting advice, converting cold and warm leads into active clients and consistently achieving sales targets. My role involved analyzing work functions and ensuring adherence to organizational guidelines, as well as managing store operations to guarantee a seamless customer experience. My efforts led to recognition as a "Top 10 Sales Representative" and "100% Customer Satisfaction" for four consecutive… Show more I drove sales performance by presenting relevant product offers and providing expert troubleshooting advice, converting cold and warm leads into active clients and consistently achieving sales targets. My role involved analyzing work functions and ensuring adherence to organizational guidelines, as well as managing store operations to guarantee a seamless customer experience. My efforts led to recognition as a "Top 10 Sales Representative" and "100% Customer Satisfaction" for four consecutive months, alongside consistently exceeding sales targets and driving store revenue growth. Show less

Post Graduation, Financial Planning And Services, 3.7 Gpa

Post Graduation, Accounting, 3.7 Gpa

Bcom Honours, Banking And Finance

Business/Commerce, General, A+