Rajdeep Singh Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

● Managed a $160M portfolio for 400 high-net-worth individuals, delivering maximized returns through tailoredfinancial planning and diverse investment strategies.● Conducted client meetings to understand priorities and create financial plans, covering cash management, credit,investment, and wealth protection. Achieved a 96% client retention rate through my comprehensive plans.● Actively tracked market trends and sentiments to identify investment opportunities, advising clients on buy/sellstrategies considering their tax implications for optimal portfolio performance.● Set up meetings with clients through AI generated leads by CIBC and converted 83 of them into CIBC client’s afterconducting meetings and showing them the benefits and returns of my current portfolio.● Spearheaded training initiatives for 6 Junior Advisors, ensuring their success through comprehensive knowledgesharing, ongoing support, and professional development.

Toronto, Ontario, Canada

● Promoted to Financial Advisor within 6 months by surpassing quarterly sales targets by 20%, earning top performerrecognition in the Toronto region.● Championed a customer-first approach, deepening client engagement and leveraging the bank’s extensive systems,relationships, and knowledge.● Identified and addressed client /prospect requirements, aligning them with suitable product offerings and driving a30% rise in product uptake.● Applied branch service standards and controls, achieving 100% compliance and mitigating operational risks

Vancouver, British Columbia, Canada

The member Experience Officer role at Vancity allowed me to broaden my horizons and gain experience in relationship building and matching people with the right products based on their needs.Some of my achievements are as follows:1. Providing lending where needed by members.2. Identifying opportunities for wealth management both discretionary and non discretionary.3. Setting up new accounts and becoming the gateway for members into Vancity.4. Offering advice on registered accounts and guiding members based on their risk tolerance and time horizons.5. Providing results in a competitive and fast paced environment.

Vancouver, British Columbia, Canada

Vancity is my first banking experience and it has helped me gain understanding of the banking industry with an in depth look into different specialties.Some of my achievements are as follows:1. Recognizing and forwarding opportunities pertaining to wealth management and lending by asking the right questions in an effective manner.2. Serving as a gateway and providing exceptional member experience.3. Upholding the values set forth by Vancity.4. Handling complex transactions and day to day banking support for members.5. Effectively handling corporate security incidents and offering solutions.6. Speaking to members about the holistic approach Vancity takes with regards to wealth management and introducing them to the services offered ranging from investments to wealth protection.

Burnaby, Bc, Canada

BCIT student association is a non-profit student service and advocacy organization with a mandate to enhance student life. During my time as a Councilor, I got the opportunity to get an in-depth look at the workings of a non-profit organization with a chance to effect positive change.Some of my achievements are as follows:1. Represented the School of Business on the council. 2. Attended council meetings and voted on important decisions effecting BCIT.3. Served as a bridge between the students and the council.4. Provided advice and helped students.

Vancouver, British Columbia, Canada

The Finance committee of BCIT looks at the financial statements, portfolio and votes on important financial decisions related to the student association and BCIT.Some of my achievements are as follows:1. Worked with the portfolio manager of BCIT getting an in-depth look at the holdings and performance of a non-profit organization.2. Voted on important decisions related to the balance sheet and cash flow statement of BCIT.3. Developed an in-depth understanding of the finances of a non-profit organization by looking at the financial records of BCIT.