Sonali Chopra

I am a dedicated, client-focused professional with a strong customer service and financial solutions background. Based in Kitchener, ON, I bring a proven track record of delivering exceptional client experiences, resolving issues, and building long-standing relationships. Currently serving as a Customer Service & Sales Associate at Bell, I have consistently achieved sales targets and maintained high client satisfaction. My previous roles as a Data Analyst and Data Researcher at S&P Global in Gurugram, India, have honed my analytical skills and proficiency in handling large datasets, ensuring compliance, and providing tailored financial advice. I am pursuing the Canadian Securities Course (CSC®) and Life Licence Qualification Program (LLQP) while enhancing my expertise with a Post Graduate Certificate in Financial Technology from Conestoga College. With strong interpersonal and technical skills, I am eager to leverage my abilities in an Advisor Support Associate role at Scotiabank to elevate client experiences and deliver tailored financial solutions.

I have extensive professional experience in customer service and financial analysis. I am a Customer Service & Sales Associate at Bell, where I excel in client engagement, achieving sales targets, and maintaining high client satisfaction. Previously, I worked at S&P Global in Gurugram, India, first as a Data Analyst, where I analyzed large datasets, streamlined data processes, and contributed to compliance and special projects, and earlier as a Data Researcher, where I responded to client inquiries, managed client meetings, and provided tailored financial solutions. My diverse roles have equipped me with strong analytical, problem-solving, and client-centric skills.

I completed a Post Graduate Certificate in Financial Technology at Conestoga College, Kitchener, Ontario, which will enhance my expertise in finance and technology. Additionally, I am working towards completing the Canadian Securities Course (CSC®) and the Life License Qualification Program (LLQP), both critical credentials for a career in financial services and advisory roles. I also hold a Bachelor of Commerce degree, which provides me with a solid foundation in business and commerce.