Jagdev Dhillon Email & Phone Number

Canada

Edmonton, Alberta, Canada

As an Advisor Success Manager at TMX VettaFi, I play a pivotal role in ensuring the seamless integration of our data and analytics solutions with the needs of our clients and partners. My responsibilities include:1. Leadership in Continuing Education: I oversee the Continuing Education department, collaborating closely with the appropriate boards. My role involves developing and managing educational programs that meet industry standards, enhancing the professional development of financial advisors, and ensuring compliance with continuing education requirements.2. Data and Analytics Liaison: Facilitate the collection and analysis of data from our hosted events, ensuring that clients receive comprehensive, actionable reports that drive their strategic decision-making processes.

High Prairie & Slave Lake

Training and Development: Participate in structured training programs to build expertise in investment and retirement planning, financial products, and market analysis.Client Support: Assist senior advisors in preparing financial plans and investment strategies, including research, data analysis, and client communication.Financial Analysis: Support the analysis of investment portfolios and retirement plans, helping to evaluate performance and make recommendations for adjustments.Market Research: Conduct research on market trends, economic factors, and investment opportunities to stay informed and contribute to planning strategies.Administrative Assistance: Handle administrative tasks such as scheduling client meetings, preparing reports, and maintaining client records to ensure smooth operations and support the advisory team.Professional Development: Engage in continuous learning and professional development to acquire the skills and knowledge required for a successful career in investment and retirement planning.

Leverage my expertise to provide clients with personalized financial solutions and investment strategies. My role encompassed the following:1. Client Relationship Management: Cultivate and maintain strong relationships with clients, understanding their financial goals and needs to offer tailored advice and solutions.2. Comprehensive Financial Planning: Develop and implement customized financial plans that address clients' investment, retirement, and estate planning needs, ensuring alignment with their long-term objectives.3.Investment Strategy: Analyze market trends and investment opportunities to recommend appropriate investment strategies and products. Monitor and adjust portfolios to optimize performance and manage risk.4.Regulatory Compliance: Ensure adherence to regulatory requirements and industry standards in all client interactions and financial recommendations.5.Client Education: Educate clients on financial concepts, investment options, and market conditions to empower informed decision-making and foster financial literacy.6.Business Development: Identify and pursue opportunities to expand the client base, leveraging RBC's resources and network to enhance business growth and client acquisition.

High Prairie, Alberta, Canada

Edmonton, Alberta, Canada

-Completed merchandising demonstration for Fitbit and Phillips products. -Delivered product knowledge to both consumers and employees.-Surveying both sales floor and general location to improve marketing strategies in place-Conflict resolution between consumers, clients and the overall product.

Edmonton, Canada Area

Independant contract work and tasks.Problem-solving with a team regarding assignments.Constant and seamless communication between third party clients and RDTS.Marketing of products from company clientsManagement of temporary workers during a task/project.

Edmonton, Alberta, Canada

-Generating A Marketing Plan for the Remy Brown Investment Group for the purpose of targeting High Net Worth Clients(HNW). -Large amounts ofresearch, the application of new and existing marketing knowledge and the mentorship of Petra Remy to structure a marketing plan outline that could be used to attract new clients who are considered HNW-Administration roles included and were not limited to (Scheduling, Client Meeting Preparation, Presentation and Report Generation)-Large use of Microsoft Excel (Commission Sheets, Bar and Chart Generation for Clients) and Microsoft Access (Scheduling of appointments, Email as form of Communication).

Edmonton, Alberta, Canada

Inventory control.Price adjustment and management.Conflict resolution between consumer and corporation.Proficient understanding and operating of POS system installed.Efficient understanding of both consumers and corporation needs to achieve a win-win situation for both parties.