Gurman Singh
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Gurman Singh Email & Phone Number

Client Services Representative at Educators Financial Group
Location: Toronto, Ontario, Canada 3 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Educators Financial Group
Role
Client Services Representative
Location
Toronto, Ontario, Canada
Company size
79 employees

Who is Gurman Singh? Overview

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Quick answer

Gurman Singh is listed as Client Services Representative at Educators Financial Group, a with 79 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Gurman Singh.

Gurman Singh previously worked as Supervisor at Bulk Barn Foods Limited and Client Relationship Manager at Angel One. Gurman Singh holds Postgraduate Degree, Financial Planning And Wealth Management, 3.2 Gpa from Lambton College.

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Educators Financial Group

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Profile bio

About Gurman Singh

Certified Investment Funds Professional with a focus on financial sales, advice, and planning.Currently enrolled in Canadian Securities Courses to further enhance expertise.Experienced in retirement and inheritance tax planning for private clients.Adept at optimizing cash handling procedures and enhancing operational efficiency as a Customer Service Supervisor.Proven track record of driving customer satisfaction, increasing sales, and identifying cross-selling opportunities.Strong technical proficiency in MS Excel.Possesses excellent soft skills in analytical thinking, business growth, client issue resolution, customer experience, attention to detail, product knowledge, and team collaboration.Currently pursuing Financial Planning and Wealth Management at Lambton College.

Current workplace

Gurman Singh's current company

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Educators Financial Group
Educators Financial Group
Client Services Representative
toronto, ontario, canada
Website
educatorsfinancialgroup.ca
Employees
79
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3 roles

Gurman Singh work experience

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Supervisor

Bulk Barn Foods Limited

Toronto, Ontario, Canada

• Optimized cash handling procedures, leading to a great reduction in errors and ensuring accurate financial reporting. Supervising daily opening to closing procedures, including float counts, safe audits, and bank deposits, enhancing operational efficiency and financial accuracy. • Enhanced customer satisfaction by actively engaging with 50+ customers, providing excellent service, and fostering trust and teamwork, resulting in increased positive feedback and sales. • Implemented innovative solutions using Howell Data Systems software to streamline point-of-sale transactions and enterprise management, resulting in a reduction in processing time and improved overall efficiency

Client Relationship Manager

Angel One

New Delhi, Delhi, India

• Achieved a 15% increase in client satisfaction ratings by fluently following the customer feedback system and promptly addressing concerns, leading to high client retention and referrals. • Increased investment Sales Goals and provide relevant insights and expert advice on personal banking and lending strategies in the customer's best interests. • Reduced processing errors by 20% by developing and implementing streamlined procedures and training programs, resulting in increased efficiency and cost savings.• Generated $10,000 in additional revenue by identifying and capitalizing on cross-selling opportunities, showcasing a strong ability to identify and meet client needs while driving business growth.

Sep 2021 - Aug 2022
Team & coworkers

Colleagues at Educators Financial Group

Other employees you can reach at educatorsfinancialgroup.ca. View company contacts for 79 employees →

AM Amalia Macneil Amalia Macneil Colleague at Educators Financial GroupCanada View → PV Peter Von Schilling Peter Von Schilling Colleague at Educators Financial GroupToronto, Ontario, Canada View → CM Corrinne Mallender Corrinne Mallender Colleague at Educators Financial GroupAmherstburg, Ontario, Canada View → HH Haley Haskett Haley Haskett Colleague at Educators Financial GroupGreater Toronto Area, Canada View → NG Nigel Goetz, Cfp Nigel Goetz, Cfp Colleague at Educators Financial GroupWaterloo, Ontario, Canada View → MG Mike Gavin Mike Gavin Colleague at Educators Financial GroupMississauga, Ontario, Canada View → GM Gregory Monti Cfp, Fma, Ciwm Gregory Monti Cfp, Fma, Ciwm Colleague at Educators Financial GroupPeterborough, Ontario, Canada View → PM Priya Modgil Priya Modgil Colleague at Educators Financial GroupOshawa, Ontario, Canada View → BL Brenda Lown Brenda Lown Colleague at Educators Financial GroupAurora, Ontario, Canada View → PP Patti Passmore Patti Passmore Colleague at Educators Financial GroupCanada View →
2 education records

Gurman Singh education

Postgraduate Degree, Financial Planning And Wealth Management, 3.2 Gpa

Lambton College

Activities and Societies: Member of the student council.

FAQ

Frequently asked questions about Gurman Singh

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

What company does Gurman Singh work for?

Gurman Singh works for Educators Financial Group.

What is Gurman Singh's role at Educators Financial Group?

Gurman Singh is listed as Client Services Representative at Educators Financial Group.

Where is Gurman Singh based?

Gurman Singh is based in Toronto, Ontario, Canada while working with Educators Financial Group.

What companies has Gurman Singh worked for?

Gurman Singh has worked for Educators Financial Group, Bulk Barn Foods Limited, and Angel One.

Who are Gurman Singh's colleagues at Educators Financial Group?

Gurman Singh's colleagues at Educators Financial Group include Amalia Macneil, Peter Von Schilling, Corrinne Mallender, Haley Haskett, and Nigel Goetz, Cfp.

How can I contact Gurman Singh?

You can use AeroLeads to view verified contact signals for Gurman Singh at Educators Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Gurman Singh attend?

Gurman Singh holds Postgraduate Degree, Financial Planning And Wealth Management, 3.2 Gpa from Lambton College.

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