Simran Mehta

Simran Mehta Email and Phone Number

Experienced Professional in Banking, Client Satisfaction & Investments. @ Canada Life
toronto, ontario, canada
Simran Mehta's Location
Calgary, Alberta, Canada, Canada
Simran Mehta's Contact Details

Simran Mehta work email

Simran Mehta personal email

n/a
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.

Simran Mehta's Current Company Details
Canada Life

Canada Life

View
Experienced Professional in Banking, Client Satisfaction & Investments.
toronto, ontario, canada
Website:
canadalife.com
Employees:
9057
Simran Mehta Work Experience Details
  • Canada Life
    Client Experience Specialist
    Canada Life Feb 2024 - Present
    Calgary, Alberta, Canada
    - 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 objectives.- Facilitate high-level client interactions, reflecting Canada Life’s core values and demonstrating expertise in investment… Show more - 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 objectives.- Facilitate high-level client interactions, reflecting Canada Life’s core values and demonstrating expertise in investment services for affluent clientele. Show less
  • Cibc
    Financial Advisor
    Cibc Apr 2022 - Feb 2024
    Calgary, Alberta, Canada
    -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 returns through meticulous research and strategic investment decisions.-Met with clients to discuss assets, expenses, and long-term and… Show more -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 returns through meticulous research and strategic investment decisions.-Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.-Accomplished retirement planning expert, adept at crafting comprehensive financial strategies to ensure clients' long-term security. Proven track record in guiding individuals toward a financially confident and fulfilling retirement. Show less
  • Cibc
    Financial Services Representative
    Cibc Oct 2020 - Apr 2022
    Greater Toronto Area, Canada
    -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 records of all financial transactions to support traceability.-Built and deepened productive relationships with prospective and… Show more -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 records of all financial transactions to support traceability.-Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.-Advised clients on favorable investment opportunities to meet established financial goals.Prepared detailed financial reports to monitor and assess portfolio performance. Show less
  • Scotiabank
    Financial Services Representative
    Scotiabank Oct 2019 - Sep 2020
    Toronto, Ontario, Canada
    • 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 and maintaining a positive customer experience• 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 • 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 and maintaining a positive customer experience• 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 inquiries, and upholding a positive brand image through effective communication and problem resolution. Show less
  • The  Church Mouse: Firkin Pub
    Manager
    The Church Mouse: Firkin Pub Sep 2017 - Dec 2019
    Toronto, Canada Area
    -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 performance, professional conduct, and attendance reliability.-Initiated plans to improve customer relations, quality standards, and… Show more -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 performance, professional conduct, and attendance reliability.-Initiated plans to improve customer relations, quality standards, and service efficiency. Show less
  • George Brown College
    Customer Service Representative
    George Brown College May 2016 - Nov 2017
    200 King St. East, Toronto

Simran Mehta Education Details

Frequently Asked Questions about Simran Mehta

What company does Simran Mehta work for?

Simran Mehta works for Canada Life

What is Simran Mehta's role at the current company?

Simran Mehta's current role is Experienced Professional in Banking, Client Satisfaction & Investments..

What is Simran Mehta's email address?

Simran Mehta's email address is si****@****ibc.com

What schools did Simran Mehta attend?

Simran Mehta attended George Brown College.

Who are Simran Mehta's colleagues?

Simran Mehta's colleagues are Kate Del Degan, Ian D Macleod, Marisa Spada, Josh Winter, Siddharth Nair, Barbara Mott, Jenn Creador.

Not the Simran Mehta you were looking for?

  • Simran Mehta

    Cfo/Controller At Pacesetter Equipment Ltd.
    Calgary, Ab
    3
    shaw.ca, accountingguru.ca, pacesetterequipment.com
  • Simran Mehta

    Marketing & Business Analytics Student At Ubc Sauder School Of Business
    Vancouver, Bc
  • Simran Mehta

    Actively Looking For Customer Service Roles In Financial Sector || Pursuing Ific
    Hamilton, On
  • Simran Mehta

    Human Resources Professional
    Toronto, On
    1
    cantire.com

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.