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Simran Mehta Email & Phone Number
Client Experience
at
Canada Life
1 work email found
@cibc.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Experience
Location
Calgary, Alberta, Canada
Company size
Who is Simran Mehta? Overview
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Quick answer
Simran Mehta is listed as Client Experience at Canada Life, a company with 9057 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at cibc.com and a matched LinkedIn profile for Simran Mehta.
Simran Mehta previously worked as Client Experience Specialist at Canada Life and Financial Advisor at Cibc. Simran Mehta holds Business Administration In Accounting And Finance from George Brown College.
Company email context
Email format at Canada Life
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{first}.{last}@cibc.com
86% confidence
AeroLeads found 1 current-domain work email signal for Simran Mehta. Compare company email patterns before reaching out.
Profile bio
About Simran Mehta
Simran Mehta is a Client Experience Specialist at Canada Life, with a strong foundation in investments and financial services. With a Business Administration in Accounting & Finance background from George Brown College, Toronto Simran brings extensive experience in banking, investment optimization, and client relationship management. Formerly a Financial Advisor at CIBC, he excelled in mortgage retention and retirement planning, consistently surpassing client expectations and driving performance.At Canada Life, Simran focuses on enhancing the client experience through personalized investment solutions, leveraging his deep financial industry knowledge. He is highly proficient in productivity tools like MS Excel, PowerPoint, QuickBooks, and CRM platforms, using them to streamline workflows and foster effective team collaboration.Simran is passionate about delivering exceptional service, continuously expanding his expertise, and contributing to the success of his team and organization.
Current workplace
Simran Mehta's current company
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Canada Life
7 roles
Simran Mehta work experience
A career timeline built from the work history available for this profile.
Client Experience Specialist
- Support an advisor in managing complex client inquiries and resolving issues for ultra-high-net-worth clients, ensuring a seamless onboarding experience that fosters trust and satisfaction.- Assist in developing and maintaining strong relationships with ultra-high-net-worth individuals, aligning tailored financial solutions with their unique needs and.
Financial Advisor
-Proven track record in mortgage retention, exceeding client expectations through strategic refinancing solutions. A dedicated professional with a strong commitment to securing the best terms for clients' financial goals.-Experienced mutual fund specialist with a history of optimizing portfolios for clients. Demonstrated success in delivering strong.
Apr 2022 - Feb 2024
Financial Services Representative
-Dynamic professional skilled in calling leads and securing appointments through effective communication and persuasive strategies. Proven ability to drive successful client engagements and increase appointment bookings for optimal business growth.-Responded to inquiries from clients and provided financial advice to drive fiscal growth.Maintained updated.
Oct 2020 - Apr 2022
Financial Services Representative
- Results-driven call center representative with a proven record of exceeding customer satisfaction goals through effective communication and problem-solving skills. Adept at handling high call volumes with efficiency.
- Customer-focused call center professional consistently meeting and surpassing performance metrics, with a strong emphasis on resolving issues and ensuring customer loyalty.
- Proven expertise in meeting targets, resolving… Show more
- Proven expertise in meeting targets, resolving inquiries, and upholding a positive brand image through effective communication and problem resolution. Show less
Oct 2019 - Sep 2020
Manager
The Church Mouse: Firkin Pub
-Results-oriented restaurant manager with a track record of driving operational excellence and elevating customer satisfaction. Adept at leading high-performing teams, optimizing processes, and achieving financial goals in the fast-paced hospitality industry.-Trained employees in essential job functions.-Handled employee-related issues to improve.
Sep 2017 - Dec 2019
Customer Service Representative
May 2016 - Nov 2017
Team & coworkers
Colleagues at Canada Life
Other employees you can reach at canadalife.com. View company contacts for 9057 employees →
DT
Drew Thomas
Colleague at Canada LifeWinnipeg, Manitoba, Canada, Canada
View →
CL
Christina Li, Cpa, Ca
Colleague at Canada LifeSurrey, British Columbia, Canada, Canada
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AH
Angela Hewgill
Colleague at Canada LifeSault Ste. Marie, Ontario, Canada, Canada
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GP
Georgia Patten
Colleague at Canada LifeLondon, Ontario, Canada, Canada
View →
TD
Tashia Dreger
Colleague at Canada LifeCanada, Canada
View →
LD
Lacee Douglas
Colleague at Canada LifeCalgary, Alberta, Canada, Canada
View →
JW
Josh Winter
Colleague at Canada LifeLondon, Ontario, Canada, Canada
View →
MK
Myriem Kouidri
Colleague at Canada LifeOttawa, Ontario, Canada, Canada
View →
AA
Antoyath Ashton
Colleague at Canada LifeYork, Ontario, Canada, Canada
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MD
Michelle Dellow
Colleague at Canada LifeLondon, Ontario, Canada, Canada
View →
Drew Thomas
Colleague at Canada LifeWinnipeg, Manitoba, Canada, Canada
View →
CL
Christina Li, Cpa, Ca
Colleague at Canada LifeSurrey, British Columbia, Canada, Canada
View →
AH
Angela Hewgill
Colleague at Canada LifeSault Ste. Marie, Ontario, Canada, Canada
View →
GP
Georgia Patten
Colleague at Canada LifeLondon, Ontario, Canada, Canada
View →
TD
Tashia Dreger
Colleague at Canada LifeCanada, Canada
View →
LD
Lacee Douglas
Colleague at Canada LifeCalgary, Alberta, Canada, Canada
View →
JW
Josh Winter
Colleague at Canada LifeLondon, Ontario, Canada, Canada
View →
MK
Myriem Kouidri
Colleague at Canada LifeOttawa, Ontario, Canada, Canada
View →
AA
Antoyath Ashton
Colleague at Canada LifeYork, Ontario, Canada, Canada
View →
MD
Michelle Dellow
Colleague at Canada LifeLondon, Ontario, Canada, Canada
View →
1 education record
Simran Mehta education
FAQ
Frequently asked questions about Simran Mehta
Quick answers generated from the profile data available on this page.
What company does Simran Mehta work for?
Simran Mehta works for Canada Life.
What is Simran Mehta's role at Canada Life?
Simran Mehta is listed as Client Experience at Canada Life.
What is Simran Mehta's email address?
AeroLeads has found 1 work email signal at @cibc.com for Simran Mehta at Canada Life.
Where is Simran Mehta based?
Simran Mehta is based in Calgary, Alberta, Canada while working with Canada Life.
What companies has Simran Mehta worked for?
Simran Mehta has worked for Canada Life, Cibc, Scotiabank, The Church Mouse: Firkin Pub, and George Brown College.
Who are Simran Mehta's colleagues at Canada Life?
Simran Mehta's colleagues at Canada Life include Drew Thomas, Christina Li, Cpa, Ca, Angela Hewgill, Georgia Patten, and Tashia Dreger.
How can I contact Simran Mehta?
You can use AeroLeads to view verified contact signals for Simran Mehta at Canada Life, including work email, phone, and LinkedIn data when available.
What schools did Simran Mehta attend?
Simran Mehta holds Business Administration In Accounting And Finance from George Brown College.
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