Happy Pannu Email & Phone Number

Helping affluent clients with a combination of financial advisory services,Providing and conducting an financial needs analysis Using a consultative process, To help attain information about the client’s wants and specific situation, Then creating a well structured personalized strategy using a wide range of financial products and services.Range of services - Investment advice- Estate planning- Accounting- Retirement - Tax services

Mississauga, Ontario, Canada

- Generating New Qualified Business - Creating Corporate pipelines of targeted Customers - Creating Market penetration Strategies - Product Development - Market Expansion & Diversification

Canada

Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goalsMonitoring client portfolios to ensure these meet their progress and target requirementsProviding tax, income, and estate guidance for clients while being able to answer questionsRegularly attending training sessions to stay up-to-date with regulatory or industry changesAssisting with marketing and communications to help grow their customer… Show more Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goalsMonitoring client portfolios to ensure these meet their progress and target requirementsProviding tax, income, and estate guidance for clients while being able to answer questionsRegularly attending training sessions to stay up-to-date with regulatory or industry changesAssisting with marketing and communications to help grow their customer baseProactively resolving or preventing banking or portfolio problems Educating clients to ensure they understand how their money is being managed Show less

Toronto, Ontario, Canada

- Generating leads.- Meeting or exceeding sales goals.- Negotiating all contracts with prospective clients.- Helping determine pricing schedules for quotes, promotions, and negotiations.- Preparing weekly and monthly reports.- Giving sales presentations to a range of prospective clients.