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Harnitkaur Soni Email & Phone Number

Compliance Administrator@ Harbourfront Wealth Management | IFIC at Harbourfront Wealth Management
Location: Surrey, British Columbia, Canada 4 work roles 2 schools
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Current company
Harbourfront Wealth Management
Role
Compliance Administrator@ Harbourfront Wealth Management | IFIC
Location
Surrey, British Columbia, Canada
Company size
108 employees

Who is Harnitkaur Soni? Overview

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Quick answer

Harnitkaur Soni is listed as Compliance Administrator@ Harbourfront Wealth Management | IFIC at Harbourfront Wealth Management, a company with 108 employees, based in Surrey, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Harnitkaur Soni.

Harnitkaur Soni previously worked as Compliance Administrator at Harbourfront Wealth Management and Associate, Client Account Services at Harbourfront Wealth Management. Harnitkaur Soni holds Post Graduate Diploma, Global Business Management from Centennial College.

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Email format at Harbourfront Wealth Management

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Harbourfront Wealth Management

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Profile bio

About Harnitkaur Soni

As an Associate in Client Account Services at Harbourfront Wealth Management, I provide high-quality service and support to clients and advisors, ensuring compliance with regulatory and organizational standards. I hold an IFIC license and a Post Graduate Diploma in Global Business Management from Centennial College, demonstrating my knowledge and skills in the finance industry.I have over two years of experience in various roles related to mutual funds, investment accounts, and portfolio management, working with leading financial institutions such as HSBC and TD. I have developed strong problem-solving, communication, and client relations skills, enabling me to identify and resolve discrepancies, collaborate with cross-functional teams, and attract and retain customers. I am motivated by helping clients achieve their financial goals and contributing to the success of the organization.

Listed skills include Leadership, Writing, Team Building, Social Media, and 27 others.

Current workplace

Harnitkaur Soni's current company

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Harbourfront Wealth Management
Harbourfront Wealth Management
Compliance Administrator@ Harbourfront Wealth Management | IFIC
vancouver, british columbia, canada
Website
harbourfrontwealth.com
Employees
108
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Company profile
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4 roles

Harnitkaur Soni work experience

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

Premium Banker

Hsbc

North Vancouver, British Columbia, Canada

  • Develop and retain relationship with existing clients with providing active portfolio management services.
  • Attracting new customers by understanding their financial needs and helping them build investment strategies.
  • Helping clients with investment accounts, daily banking and credit solutions to meet their requirements.
  • Process mutual fund and GIC trades according to client instructions and making sure to follow procedures to comply with MFDA and HSBC regulations.
  • Making referrals to internal stakeholders to bring in new business.
  • Promptly responding to queries from internal and external stakeholders to provide excellent service.
Jul 2022 - Feb 2023

Mutual Fund Specialist

Td

Toronto, Ontario, Canada

  • Process purchases, redemption and switches for various mutual funds and GICs according to industry regulation and compliance.
  • Follow procedures to provide clients with accurate mutual fund settlement timeline keeping in mind statutory holidays.
  • Build long term relationship with client by preparing investment strategies to help them achieve their financial goals by providing them appropriate investment advice.
  • Analyze client’s need and aid them to open investment accounts like RRSP, TFSA, RESP, RRIF and non-registered accounts.
  • Review financial periodicals and training material to stay up to date with financial markets.
  • Answering queries from internal stakeholders regarding mutual funds, internal and external account transfers in a timely manner
Aug 2020 - Aug 2021
Team & coworkers

Colleagues at Harbourfront Wealth Management

Other employees you can reach at harbourfrontwealth.com. View company contacts for 108 employees →

JZ Joseph Zeng, Cim Joseph Zeng, Cim Colleague at Harbourfront Wealth Management Vancouver, British Columbia, Canada, Canada View → RB Ryan Brink, Cfp Rrc Ryan Brink, Cfp Rrc Colleague at Harbourfront Wealth Management Williams Lake, British Columbia, Canada, Canada View → GS Georgina Seto Georgina Seto Colleague at Harbourfront Wealth Management Calgary, Alberta, Canada, Canada View → TS Theresa Shutt, Cfa Theresa Shutt, Cfa Colleague at Harbourfront Wealth Management Toronto, Ontario, Canada, Canada View → SR Sharon Runghen, Ca Sharon Runghen, Ca Colleague at Harbourfront Wealth Management Vancouver, British Columbia, Canada, Canada View → AP Amber Primrose Amber Primrose Colleague at Harbourfront Wealth Management Canada, Canada View → TM Todd Mclay Todd Mclay Colleague at Harbourfront Wealth Management Saskatchewan, Canada, Canada View → LC Lori Correia Lori Correia Colleague at Harbourfront Wealth Management Newmarket, Ontario, Canada, Canada View → ER Elaine Ross Elaine Ross Colleague at Harbourfront Wealth Management Winnipeg, Manitoba, Canada, Canada View → MJ Mustapha Jumare Mustapha Jumare Colleague at Harbourfront Wealth Management Greater Vancouver Metropolitan Area, Canada View →
2 education records

Harnitkaur Soni education

FAQ

Frequently asked questions about Harnitkaur Soni

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

What company does Harnitkaur Soni work for?

Harnitkaur Soni works for Harbourfront Wealth Management.

What is Harnitkaur Soni's role at Harbourfront Wealth Management?

Harnitkaur Soni is listed as Compliance Administrator@ Harbourfront Wealth Management | IFIC at Harbourfront Wealth Management.

Where is Harnitkaur Soni based?

Harnitkaur Soni is based in Surrey, British Columbia, Canada while working with Harbourfront Wealth Management.

What companies has Harnitkaur Soni worked for?

Harnitkaur Soni has worked for Harbourfront Wealth Management, Hsbc, and Td.

Who are Harnitkaur Soni's colleagues at Harbourfront Wealth Management?

Harnitkaur Soni's colleagues at Harbourfront Wealth Management include Joseph Zeng, Cim, Ryan Brink, Cfp Rrc, Georgina Seto, Theresa Shutt, Cfa, and Sharon Runghen, Ca.

How can I contact Harnitkaur Soni?

You can use AeroLeads to view verified contact signals for Harnitkaur Soni at Harbourfront Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Harnitkaur Soni attend?

Harnitkaur Soni holds Post Graduate Diploma, Global Business Management from Centennial College.

What skills is Harnitkaur Soni known for?

Harnitkaur Soni is listed with skills including Leadership, Writing, Team Building, Social Media, Client Relations, Customer Service Representatives, Sales, and Microsoft Powerpoint.

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