MS Project
Karanvir Singh
Direct Investing Advisor
Kurnach,BY
Summary
Customer-focused sales professional with a proven track record in relationship-driven selling, technical advisory, and client success. Experienced in explaining complex financial and digital tools to diverse audiences, with a strong foundation in CRM systems, data-driven problem-solving, and compliance. Passionate about leveraging AI, data, and cloud technologies to drive innovation and business value. Currently seeking a role where I can blend my sales acumen with a growing technical toolkit to deliver impactful client solutions in a dynamic tech environment.
Overview
3
3
years of professional experience
1
1
Canadian Securities Course Certification
1
1
CAPM-PMI
Work History
Direct Investing Advisor
TEKsystems Canada Inc.
09.2024 - 01.2025
- Consulted on forex trading, GICs, mutual funds, ETFs, and equities, providing clients with an overview of all the trading accounts and characterizing the RBC-Direct Investing brokerage platform’s features and benefits.
- Onboarded and managed multiple accounts, ensuring 100% regulatory compliance and accurate execution of transactions.
- Resolved high-value trade discrepancies, liaising with licensed traders for profitable execution.
- Enhanced digital banking solutions, improving customer engagement and operational efficiency.
Financial Services Representative
Canadian Imperial Bank OF Commerce (CIBC)
06.2022 - 06.2023
- Generated $20K+ in new banking relationships, conducting 50-60 high-impact outbound calls daily.
- Increased sales conversion rates by 20%, promoting credit lines, Visa products, and financial solutions.
- Advised clients on RRSPs, TFSAs, and savings accounts, ensuring informed financial decisions.
- Conducted virtual consultations, bridging clients with specialized financial advisors.
- Maintained 100% compliance, reducing risk exposure and improving audit outcomes.
Technical Support Advisor
Kelly Services
08.2020 - 06.2022
- Resolved 20-30+ customer inquiries daily, achieving a 90%+ satisfaction rating.
- Promoted to Mac Advisor within one year, recognized for troubleshooting expertise and customer engagement.
- Diagnosed and resolved Apple device/software issues, ensuring 100% security compliance.
- Boosted first-call resolution rates, improving operational efficiency.
Education
Graduate Certificate - Entrepreneurship Management
George Brown College
Toronto, ON09.2019
Graduate Certificate - Project Management
Fleming College
Peterborough, ON09.2018
B.Tech - Mechanical Engineering
Lovely Professional University
Jalandhar, Punjab09.2016
Skills
- Customer Service & Relationship Management
- Sales, Cross-Selling, & Upselling
- Commercial Awareness & Financial Advisory
- Compliance & Risk Management (KYC, AML)
- CRM Systems (Salesforce, FactSet, Gensys)
- Problem-Solving & Critical Thinking
- Time Management & Prioritization
- Adaptability & Team Collaboration
Accomplishments
- CIBC Performance Excellence Award (2022) – Exceeded sales targets and
customer service expectations. - Customer Satisfaction Incentives (Kelly Services) – Recognized for top-rated
service performance.
Certification
- Canadian Securities Course – Canadian Securities Institute
- CAPM – Project Management Institute
Volunteer Experience
Volunteer, Student Administrative Council
Peterborough, ON | Mar 2018 - Sep 2018
• Organized mental health awareness campaigns, increasing student engagement.
• Coordinated intercultural competitions and sponsorships, strengthening
community participation.
• Promoted counseling services, ensuring accessibility for students in need
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
MS Powerpoint
Languages
English
Advanced (C1)
Work Preference
Work Type
Full TimeContract WorkLocation Preference
On-SiteRemoteHybridImportant To Me
Career advancementPersonal development programsCompany CultureStock Options / Equity / Profit SharingTimeline
Direct Investing Advisor
TEKsystems Canada Inc.
09.2024 - 01.2025
Financial Services Representative
Canadian Imperial Bank OF Commerce (CIBC)
06.2022 - 06.2023
Technical Support Advisor
Kelly Services
08.2020 - 06.2022
Graduate Certificate - Project Management
Fleming College
B.Tech - Mechanical Engineering
Lovely Professional University
Graduate Certificate - Entrepreneurship Management
George Brown College