Akshit Patel
The Bank of Nova Scotia (Scotiabank)
Oakville,Canada
1
Certification
5
years of professional experience
Accomplished Senior Financial Advisor and Financial Planner with over 4 years of experience, consistently exceeding performance benchmarks while delivering tailored, client-focused solutions. Successfully managed a portfolio of over 800 high-net-worth client relationships and deployed more than $10M in investment strategies within a single year. Expertise includes comprehensive financial planning, covering retirement, estate planning, and tax optimization. Actively pursuing CIM, QAFP, and CFP designations to enhance professional qualifications and service offerings.
Work History
Senior Financial Advisor
2 Years 3 Months- Grew managed assets by deploying $5M+ in long-term investment solutions in a single quarter, reflecting strong portfolio construction and client trust.
- Managed 800+ high-net-worth client relationships, consistently generating wealth referrals through proactive outreach and tailored advisory services.
- Developed comprehensive financial plans integrating asset allocation, tax optimization, retirement income, and estate planning strategies to enhance client financial stability.
- Delivered personalized wealth management solutions tailored to each client's risk tolerance, life stage, and long-term objectives, fostering deeper client relationships.
- Exceeded quarterly performance targets every quarter in 2025, achieving 125%–140% of goal attainment and advancing through all internal seniority milestone levels.
Financial Advisor
1 Year 6 Months- Developed comprehensive retirement and investment plans for diverse client portfolios, helping clients maximize savings and meet long-term financial goals.
- Cultivated strong client relationships, enhancing loyalty and generating referrals to expand the book of business.
- Conducted investment research and facilitated trades and transactions to optimize client portfolios.
- Executed investment research, facilitating trades and transactions to enhance client portfolio performance.
- Streamlined onboarding process for new clients, ensuring efficient account setup and comprehensive initial financial planning consultations.
Customer Experience Associate
5 Months- Delivered best-in-class customer service by resolving complex inquiries with professionalism and efficiency.
- Maintained detailed interaction records to track client needs and implement effective solutions.
- Processed service requests, payments, and billing arrangements to ensure accuracy and compliance with policies.
Financial Services Representative
7 Months- Evaluated personal loan and mortgage applicants, assessing financial status, credit history, and references to determine eligibility.
- Managed collections portfolio by negotiating payment arrangements and achieving individual and branch collection targets.
- Identified and converted cross-sell opportunities into add-on product sales by actively listening to customer needs and providing tailored solutions.
Education
BBA - Accounting And Finance
Post-Graduate Certificate - Business
Skills
Wealth Management & Advisory
Retirement & Estate Planning
Tax Optimization Strategies
Asset Allocation & Portfolio Construction
Alternative Investments & Private Equity
High-Net-Worth Client Relations
Mutual Funds
Debt Management & Financial Planning
Business Development & Referral Growth
Certification
- Chartered Investment Manager (CIM) — In Progress
- Qualified Associate Financial Planner (QAFP) — In Progress
- Certified Financial Planner (CFP) — In Progress
- Financial Planning 1 & 2
- CSC
- IFIC (Investment Funds Institute of Canada)
- Exempt Market Dealer — Private Equity
Timeline
Senior Financial Advisor
The Bank of Nova Scotia (Scotiabank)
05.2024 - CurrentRead More
Financial Advisor
The Bank of Nova Scotia (Scotiabank)
11.2022 - 05.2024Read More
Customer Experience Associate
The Bank of Nova Scotia (Scotiabank)
06.2022 - 11.2022Read More
Financial Services Representative
Cash 4 You
11.2021 - 06.2022Read More
Gujarat University
BBA from Accounting And Finance
Read More
Global Business Entrepreneurs And Technology
Post-Graduate Certificate from Business
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