Hinal Patel
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Hinal Patel Email & Phone Number

Senior Financial Advisor in Scotiabank at Scotiabank
Location: London, Ontario, Canada 5 work roles 2 schools
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Current company
Role
Senior Financial Advisor in Scotiabank
Location
London, Ontario, Canada
Company size

Who is Hinal Patel? Overview

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Quick answer

Hinal Patel is listed as Senior Financial Advisor in Scotiabank at Scotiabank, a company with 62849 employees, based in London, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Hinal Patel.

Hinal Patel previously worked as Senior Financial Advisor at Scotiabank and Investment Consultant at Td. Hinal Patel holds Post Graduate Certificate, Global Business Management from Fleming College.

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Email format at Scotiabank

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Scotiabank

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Profile bio

About Hinal Patel

Proven skills in Real Estate lending and Investment. Highly Organized and Result - Oriented. Continually adding educational courses in order to enhance my skills and increase my expertise. Expertise in Financial planning and cousulting.

Listed skills include Leadership, Team Building, E Commerce, Social Media, and 38 others.

Current workplace

Hinal Patel's current company

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Scotiabank
Scotiabank
Senior Financial Advisor in Scotiabank
toronto, ontario, canada
Website
Employees
62849
AeroLeads page
5 roles

Hinal Patel work experience

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

Senior Financial Advisor

Current

London, Ontario, Canada

Mar 2023 - Present

Investment Consultant

Td

Woodstock, Ontario, Canada

- Helping clients with advance credit and Real Estate deals. - Finding right investments for the clients in order to achieve financial goal.- Referring clients to suitable partner such as Private wealth advisor, private banking and Financial planning.- Managing pipeline for future potential business and constant in contact with clients.

Aug 2021 - Mar 2023

Banking Advisor

Rbc

Bowmanville, ON, Canada

-Resonsible for openning personal/business accounts for clients.-Suggest registered accounts and provide advice on mutual funds and other alternative/secure investments advice to clients.-Doing applications for advance credit/estate.-Finding the opportunities to help the team by spotting referral opportunities for Financial planners and Mortgage.

Mar 2020 - Aug 2021

Client Advisor

Rbc

Peterborough, Ontario, Canada

-Helping clients for day to day transactions.-Provide education on digital channels and refer to clients with the most suitableadvisor to fulfill financial needs.-Handing operations work with a team.-Q4 2019 - President choice award winner

Oct 2018 - Feb 2020

Associate

Fleming Applied Agency

Peterborough, Ontario, Canada

Jan 2018 - Apr 2018
Team & coworkers

Colleagues at Scotiabank

Other employees you can reach at scotiabank.com. View company contacts for 62849 employees →

2 education records

Hinal Patel education

Bachelor Of Commerce - Bcom, International Business/Trade/Commerce

Maharaja Sayajirao University Of Baroda, Vadodara
FAQ

Frequently asked questions about Hinal Patel

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

What company does Hinal Patel work for?

Hinal Patel works for Scotiabank.

What is Hinal Patel's role at Scotiabank?

Hinal Patel is listed as Senior Financial Advisor in Scotiabank at Scotiabank.

Where is Hinal Patel based?

Hinal Patel is based in London, Ontario, Canada while working with Scotiabank.

What companies has Hinal Patel worked for?

Hinal Patel has worked for Scotiabank, Td, Rbc, and Fleming Applied Agency.

Who are Hinal Patel's colleagues at Scotiabank?

Hinal Patel's colleagues at Scotiabank include Shayne Cherubin, Nagalakshmi Sumanth, Kadell Q. Bipat, Kim Chua, and Jim Schweitzer.

How can I contact Hinal Patel?

You can use AeroLeads to view verified contact signals for Hinal Patel at Scotiabank, including work email, phone, and LinkedIn data when available.

What schools did Hinal Patel attend?

Hinal Patel holds Post Graduate Certificate, Global Business Management from Fleming College.

What skills is Hinal Patel known for?

Hinal Patel is listed with skills including Leadership, Team Building, E Commerce, Social Media, Administrative Management, Public Speaking, Client Relations, and Creativity Skills.

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