Lovedeep Singh

Enthusiastic financial services professional highly effective at working
with clients of all levels and backgrounds. Friendly and personable with
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adaptable approach. Exceptional knowledge in wealth management,
estate planning and investment. Talented Technical Support Representative with gift for understanding needs of both business and home users. Versed in troubleshooting and desktop support on Windows, Linux and Mac systems. Proven skill in resolving problems quickly on first call.

WFG - Financial Advisor
Mississauga, ON • 10/2022 - Current
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.

Technical Support, Kelly services(Apple), Sep 2022 to April 15 2023

• Evaluated technical issues and social apps content in conjunction with policy
• Visually navigated and reviewed images and text-based content through internally developed applications or client tools
• Participated in meetings to discuss findings and ongoing recommendations
• Maintained high-quality deliverables in daily workflow
• Examined content and recorded findings and opinions using web-based tools and workflow systems
• Worked with engineering and linguistics to help improve the quality of next-generation web services as required

Certifications:

• Certified in iPhone and Macs content, software and hardware troubleshooting

Tim Hortons - Supervisor

Miramichi, NB • December 2020 -  September 2022

• Monitored workriow to improve employee time management and increase procuctivity.
• Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
• Enforce rules and regulacions outined in company manual to set forth expectations comprehensiblv and consistentlv.
• Mentored newly hired employees on operating equipment and safety and developed craming manual co use for reference.
• Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.

Conestoga College Institute of Technology And Advanced Learning Kitchener, ON • 08/2020
BBA: Business Administration
• Financial Accounting and
Reporting
• Marketing Management
• Business Communication
• Economics for Business
• Organizational Behavior and
Human Resource Management
• Financial Management
• Business Statistics and Analytics