Personal Banker
Jun 2021 - Jan 2022
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Poojan Mehta Email & Phone Number
Senior Financial Advisor at Scotiabank
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Role
Senior Financial Advisor at Scotiabank
Location
Toronto, Ontario, Canada
Who is Poojan Mehta? Overview
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Quick answer
Poojan Mehta is listed as Senior Financial Advisor at Scotiabank based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Poojan Mehta.
Poojan Mehta previously worked as Personal Banker at Bmo Financial Group and Financial Services Representative II at Cibc. Poojan Mehta holds Investment Funds In Canada (Ifc) from Canadian Securities Institute.
Profile bio
About Poojan Mehta
Poojan Mehta is a Senior Financial Advisor at Scotiabank. He is proficient in Marathi, English, Hindi and Gujarati.
Listed skills include Marketing Strategy, Social Media Marketing, Teamwork, Customer Service, and 17 others.
7 roles
Poojan Mehta work experience
A career timeline built from the work history available for this profile.
Financial Services Representative Ii
Meeting clients to discuss financial goals, investment timelines and risk tolerance & Recommend financial services and products to meet client needs. Providing accurate product information and advice while recognizing sales opportunities and proactively promoting and cross selling appropriate products or services. Opening new personal accounts like Chequing, Savings, Investment Products like GIC’s & MLGIC. Prospecting and identifying applicants for promoting sales of personal and student loans, secured and unsecured lines of credits. Making outbound calls, identifying opportunities and scheduling appointments for existing CIBC clients along with answering inbound calls and assisting clients with their banking needs.
Dec 2017 - Jun 2021
Part-Time Radio Jockey
4 hours..My show..Complete Edutainment👉Education + Entertainment
Jul 2016 - Apr 2019
Outbound Telecommunications Sales Representative
• Establishing contact with new and existing consumers for Bell Canada to drive sales• Understanding the customer’s needs and objections• Ensuring the highest level of satisfaction of the customers at all times• Achieving monthly sales targets• Use and adapt to constantly evolving technological tools.
Jan 2017 - Nov 2017
Marketing Analyst Intern
Forecasting market conditions, tracking marketing results, and analyzing data about Television content & preferences.Analyzing competitors and market conditions, managing budgets, and proofreading advertising or other communications. Formulate and distribute surveys & perform analyses on collected data.
May 2016 - Aug 2016
Business Development Executive
Managed sales & Digital marketingKey Accounts ManagementLead GenerationRelationship ManagementB2B & B2C
May 2013 - Oct 2014
Business Development Executive (Internship)
Sales Management Client Servicing Increasing clintel database
Jan 2013 - Mar 2013
8 education records
Poojan Mehta education
Investment Funds In Canada (Ifc)
Canadian Securities Institute
Marketing Management-Financial Services, Marketing-Financial Services
Post Graduate Certificate, Marketing Management
Post Graduate Diploma In Marketing & Communications, Marketing & Communications
Durgadevi Saraf Institute Of Management Studies
Masters Of Commerce Part-I ( Correspondence ), Commerce
Bachelors'S Of Financial Management
Nagindas Khandwal College Of Commerce And Economics
Higher-Secondary Certificate, Commerce
B.S.G.D College
Secondary School Certificate
St.Francis D' Assisi High School
FAQ
Frequently asked questions about Poojan Mehta
Quick answers generated from the profile data available on this page.
What is Poojan Mehta's role at their current company?
Poojan Mehta is listed as Senior Financial Advisor at Scotiabank.
Where is Poojan Mehta based?
Poojan Mehta is based in Toronto, Ontario, Canada.
What companies has Poojan Mehta worked for?
Poojan Mehta has worked for Bmo Financial Group, Cibc, Canadian Multicultural Radio - Fm 101.3, Iqor, and Feva Tv.
How can I contact Poojan Mehta?
You can use AeroLeads to view verified contact signals for Poojan Mehta, including work email, phone, and LinkedIn data when available.
What schools did Poojan Mehta attend?
Poojan Mehta holds Investment Funds In Canada (Ifc) from Canadian Securities Institute.
What skills is Poojan Mehta known for?
Poojan Mehta is listed with skills including Marketing Strategy, Social Media Marketing, Teamwork, Customer Service, Business Strategy, Social Media Dashboads, Powerpoint, and Microsoft Word.
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