Amninder Sandhu

65 Yorkland St
Richmond Hill, Ontario
L4C 9Z4
Tel: (647) 344-6108
Cell: (647) 300-1304
E-mail: amnindersandhu@gmail.com

CAREER OBJECTIVE
A challenging position drawing upon my extensive background in business development,
relationship management, executive management, team development, training, and sales.

PROFILE

Over 10 years experience in the financial services industry, specializing in sales and
client relationship management. A self-motivated and confident individual with excellent
communication skills, taking pride in personal accomplishment and in the generating of
service excellence. A leader with a proven track record in team building, motivational
training, and goal achievement; organized, persistent, and a creative problem solver.

EDUCATION
Olivers Notes. Toronto, Ontario.
• Completed The Canadian Life Insurance Course (LLQP) in 2005.

University of Toronto. Scarborough, ONTARIO.

• Completed a Bachelor of Arts (International Development Studies and
Economics) in 2003.

Canadian Securities Institute. Toronto, Ontario.

• Completed the Canadian Securities Course (CSC) in 2003.
• Conduct and Practices Handbook (In Progress).
• Certified Financial Planner; CFP (In Progress).

EXPERIENCE

Scotiabank November 2007 – November 2009

Small Business Manager
• Serviced small business portfolios for three branches in the South Simcoe
region.
• Responsible for contributing to the Branch overall success by achieving
negotiated sales goals which include business development, retention and
referral goals, through the identification and satisfaction of business and
personal banking needs/preferences on both sides of the customer’s balance
sheet.
 A. Sandhu.... p.2

• Responsible for the profitable growth of an assigned portfolio of 200 Small

Business customers.
• Developed new relationships, while retaining and expanding existing
relationships.
• Managed a credit portfolio at an acceptable level of risk by completing credit
review’s, authorizing, renewing or declining customer requests, preparing
documentation and identifying any deteriorating and/or unsatisfactory trends.

Choice Capital Management Group January 2004 – June 2007

Vice President – Investments & Insurance
• Built a leading team of advisors specializing in different areas of wealth
management.
• Responsible for recruiting and building distribution for various product lines.
• Responsible for training and development of new advisors.
• Created strategic alliances with other professionals such as; accountants,
mortgage specialists, lawyers, etc.
• Experienced in residential, commercial, and business financing.
• Created various sales processes and strategies for the firm as it pertained to
the wealth management process.
• Managed clients financial risks through strategic analysis and implementation.
• Signed off on all financial plans to ensure compliance and clients financial
goals.

WFG Securities of Canada Inc June 2003 – December 2003

Senior Associate/Field Trainer
• Responsible for creating investment plans and portfolios for clients and
potential clients.
• Responsible for generating leads through strategic alliances with mortgage
brokers and other professionals in the industry.
• Conducted captivating presentations for potential and existing clients.
• Responsible for field training and coaching new associates.

Computershare Investor Services (Formally Montreal Trust) March 2002 – April 2003
External Research Officer
• Responsible to shareholders and issuing companies for discrepancies in
share/bond issuing and dividend disbursements.
• Handled shareholder inquiries as they pertained to various corporate re-
organisations (M & A).
• Responsible for disbursing un-issued stock certificates and dividends.
• Laised with shareholders, issuing firms, advisors, and lawyers from around
the globe.
 SKILLS PROFILE

• Excellent quantitative and analytical skills.

• Strong interpersonal, oral, and written communication skills.
• Works well in teams and individually, as tasks dictate.
• Knowledge of Microsoft Office applications.
• Strong ability to learn new software and procedures quickly and efficiently.

OTHER DATA

• Professional memberships in Advocis, IFB, and IMBA

References available upon request.