Kartik P
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Kartik P Email & Phone Number

Financial Planner at Servus Credit Union
Location: Canada 6 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Servus Credit Union
Role
Financial Planner
Location
Canada
Company size
2083 employees

Who is Kartik P? Overview

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Quick answer

Kartik P is listed as Financial Planner at Servus Credit Union, a with 2083 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Kartik P.

Kartik P previously worked as Senior Financial Advisor at Servus Credit Union and Financial Advisor at Servus Credit Union. Kartik P holds Bachelor Of Commerce - Bcom, Accounting And Finance from University Of Alberta.

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Email format at Servus Credit Union

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Servus Credit Union

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Profile bio

About Kartik P

Hey there, I’m Kartik🙋🏽‍♂️I'm a Financial Advisor who nerds out on anything related to money! Investing and keeping myself updated with the financial markets is my passion, while in my spare time I love to read up on the latest technologies and trends the world has to offer.Some of my professional highlights include:✨Advising high net-worth individuals at Servus Credit Union on being tax efficient while maximizing investment returns.✨Building a sales strategy at Best Buy that increased revenue by 5%.✨Receiving an award for providing the best customer experience, from a group of 500+ employees at Best Buy.Technical Skills: MS Office Suite, Python programming, Excel (VBA)Soft skills: Public speaking, Leadership

Current workplace

Kartik P's current company

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Servus Credit Union
Servus Credit Union
Financial Planner
Edmonton, AB, CA
Website
servus.ca
Employees
2083
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6 roles

Kartik P work experience

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

Financial Advisor

Servus Credit Union

Edmonton, Alberta, Canada

- As a Financial Advisor, helped advise members on amplifying their returns while minimizing taxable income.- Contributed to the growth of the firm by 8% by capturing more wallet share from existing clients.- Outpaced yearly targets by 200%, within the first 6 months.

Nov 2021 - Oct 2023

Team Lead Elite Sales

Best Buy

Edmonton, Alberta, Canada

- Capitalized on excellent customer service by supplying customers with information on a broad range of enquiries.- Spearheaded a team of 5 high performing members and achieved a 5% growth in revenue within the first 3 months.- Maximized sales and contributed 20% to the store’s overall revenue.

Aug 2021 - Nov 2021

Sales Advisor

Best Buy

Edmonton, Alberta, Canada

- Mentored and educated co-workers on novel Apple products as part of the Apple Master’s program.- Participated in the Future Leaders program to identify how financial documents were used to make business decisions at the store level.

Aug 2015 - Aug 2021

Business Consultant

Great Clips

- Analyzed financial data to provide meaningful insights into trends and marketing strategies and contributed to 6% growth of the business.- Leveraged financial techniques and built key performance indicator (KPI) reports to assist in tracking business metrics at the location level.

May 2020 - Dec 2020
Team & coworkers

Colleagues at Servus Credit Union

Other employees you can reach at servus.ca. View company contacts for 2083 employees →

LS Loretta Schweitzer Loretta Schweitzer Colleague at Servus Credit UnionCanada View → VH Vanessa Houv Vanessa Houv Colleague at Servus Credit UnionCalgary, Alberta, Canada View → SW Stacy West Stacy West Colleague at Servus Credit UnionCanada View → MC Mansha Chopra Mansha Chopra Colleague at Servus Credit UnionCalgary, Alberta, Canada View → RB Randy Biberdorf Randy Biberdorf Colleague at Servus Credit UnionEdmonton, Alberta, Canada View → QT Quartly Tracey Quartly Tracey Colleague at Servus Credit UnionCanada View → BR Baljit Randhawa Baljit Randhawa Colleague at Servus Credit UnionEdmonton, Alberta, Canada View → BD Brenda Draganiuk Brenda Draganiuk Colleague at Servus Credit UnionRed Deer County, Alberta, Canada View → MG Melissa Grove Melissa Grove Colleague at Servus Credit UnionRed Deer, Alberta, Canada View → TJ Tim Jones Tim Jones Colleague at Servus Credit UnionEdmonton, Alberta, Canada View →
1 education record

Kartik P education

FAQ

Frequently asked questions about Kartik P

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

What company does Kartik P work for?

Kartik P works for Servus Credit Union.

What is Kartik P's role at Servus Credit Union?

Kartik P is listed as Financial Planner at Servus Credit Union.

Where is Kartik P based?

Kartik P is based in Canada while working with Servus Credit Union.

What companies has Kartik P worked for?

Kartik P has worked for Servus Credit Union, Best Buy, and Great Clips.

Who are Kartik P's colleagues at Servus Credit Union?

Kartik P's colleagues at Servus Credit Union include Loretta Schweitzer, Vanessa Houv, Stacy West, Mansha Chopra, and Randy Biberdorf.

How can I contact Kartik P?

You can use AeroLeads to view verified contact signals for Kartik P at Servus Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Kartik P attend?

Kartik P holds Bachelor Of Commerce - Bcom, Accounting And Finance from University Of Alberta.

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