As a Banking Advisor at National Bank of Canada (NBC), I provide tailored financial solutions that help clients achieve their objectives. I have completed my post-graduate in Financial Planning from Seneca College, and I am CSC® & CFSA certified. I am also pursuing my PFP® (AFP final exam) and CIM® designations to further my knowledge and skills in wealth management. Additionally, I have hands on knowledge of FP software like Naviplan and portfolio management software like Morningstar advisor workstation. I have built and maintained strong relationships with clients by providing excellent customer service and understanding their financial needs. I have advised and guided them on various banking products and services, including savings, checking, investments, loans, and credit cards. I have also identified and pursued opportunities to expand client relationships by cross-selling and promoting relevant products and services. In Q3 2023, I was recognized as a Model of Excellence for achieving outstanding results in customer satisfaction and revenue generation. My goal is to transition into the wealth management division , where I can utilize my skills and passion for financial planning and wealth management. If you are looking for a dedicated and knowledgeable banking advisor with a strong background in financial planning and wealth management, I would love to connect with you. *Statements,views and opinions are personal and it does not reflect the views of NBC or NBI.*