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Gauri Ratna Email & Phone Number
Financial Advisor
at
Edward Jones Canada
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Coquitlam, British Columbia, Canada
Company size
Who is Gauri Ratna? Overview
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Quick answer
Gauri Ratna is listed as Financial Advisor at Edward Jones Canada, a with 2 employees, based in Coquitlam, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Gauri Ratna.
Gauri Ratna previously worked as Team Lead, Private Banking at Scotia Wealth Management and Co-Chair Women in Council at Scotiabank. Gauri Ratna holds Branch Compliance Officer'S Course, Finance from Canadian Securities Institute.
Company email context
Email format at Edward Jones Canada
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Edward Jones Canada
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Profile bio
About Gauri Ratna
I enable/empower high net worth clients to achieve more, worry less, and save time, when addressing financial matters. Delivering a personalized client experience is my primary objective. I have developed strong relationships within Retail Banking, Commercial Banking and Wealth Management over my 20 years in the financial services industry, and this broad exposure to experts in their field helps me build comprehensive, competitive solutions for my clients.If you are a high net worth individual and would like to improve your cash flow, avoid unnecessary trade-offs, accelerate your investments, finance your lifestyle needs, or have a life-changing travel experience, then we should have a conversation.
Current workplace
Gauri Ratna's current company
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Edward Jones Canada
11 roles
Gauri Ratna work experience
A career timeline built from the work history available for this profile.
Team Lead, Private Banking
In my role as a Private Banker and Team Leader, I lead a dedicated team of private bankers and associates to help high net worth clients and families make their lives better by securing and simplifying their financial matters. Our responsibilities includes managing client relationships, advising clients on credit strategies and collaborating with cross-functional teams to ensure the seamless delivery of personalized financial solutions.
Co-Chair Women In Council
Co-Chair We4She Employee Resource Group
Senior Manager, Strategy Commercial Banking
Aug 2021 - Oct 2022
Branch Manager - Coquitlam Town Centre
Dec 2016 - Aug 2021
Branch Manager - Brentwood Ctr Burnaby, Bc
Jun 2014 - Dec 2016
Branch Manager
Oct 2011 - May 2014
Branch Manager Trainee
Jul 2011 - Oct 2011
Financial Advisor
- Responsible for contributing to the team's overall success by achieving negotiated personal sales and sales activity goals.- Responsible to build and maintain an assigned portfolio of customers with significant investable assets, proactively mining and cross-selling customized financial solutions and conducting personal lifestyle planning focusing on investment opportunities.- Responsible to manage branch on Saturdays. Proactive and focused on coaching, motivating and leading staff members to achieve and exceed sales goals.- Proactively involved in Community Services.- Responsible for promoting and selling lending and deposit products and services and have sound risk analysis techniques and credit adjudication judgment.
Aug 2007 - Jun 2011
Financial Services Officer
- Responsible in maximizes business opportunities by promoting a full range of investment and lending vehicles.- Responsible in building business relationships and a referral network by profiling members; identifies other member needs making qualified referrals to commercial lending specialists, general and commercial insurance specialists, investment specialist and our team of wealth management specialists.- Actively participated in all branch campaigns and promotions, and champions the credit union’s relationship selling culture by performing all aspects of this mandate.
Dec 2004 - Jul 2007
4 education records
Gauri Ratna education
Branch Compliance Officer'S Course, Finance
Canadian Securities Institute
Professional Financial Planner Designation (Pfpc), Finance
Canadian Securities Institute
Investment Funds In Canada, Finance
Canadian Securities Institute
Bachelor Of Science, Chemistry, Biology
Government College India
FAQ
Frequently asked questions about Gauri Ratna
Quick answers generated from the profile data available on this page.
What company does Gauri Ratna work for?
Gauri Ratna works for Edward Jones Canada.
What is Gauri Ratna's role at Edward Jones Canada?
Gauri Ratna is listed as Financial Advisor at Edward Jones Canada.
Where is Gauri Ratna based?
Gauri Ratna is based in Coquitlam, British Columbia, Canada while working with Edward Jones Canada.
What companies has Gauri Ratna worked for?
Gauri Ratna has worked for Edward Jones Canada, Scotia Wealth Management, Scotiabank, and Prospera Credit Union.
How can I contact Gauri Ratna?
You can use AeroLeads to view verified contact signals for Gauri Ratna at Edward Jones Canada, including work email, phone, and LinkedIn data when available.
What schools did Gauri Ratna attend?
Gauri Ratna holds Branch Compliance Officer'S Course, Finance from Canadian Securities Institute.
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