Savleen Natt

Junior Finance Operations Analyst at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Toronto Area, Canada, CA

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Credentials

  • Business Studies Certificate
    McMaster University
    Apr, 2020
    - Nov, 2024
  • Candidate for CFA Level 1
    CFA Institute
    Mar, 2020
    - Nov, 2024

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Junior Finance Operations Analyst
      • Nov 2021 - Present

  • Bidwell Financial Services
    • Sales Coordinator
      • Nov 2020 - Nov 2021

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Customer Experience Associate
      • Sep 2018 - Nov 2020

      • Interpret customer needs and provide recommendations based on current products and services offered• Analyze customer account activity to provide metrics on savings and provide investment opportunities• Present information to customers in an comprehensive manner • Provide risk averse financial information and refer to financial advisors • Responsible for opening and closing procedures including cash balancing and reconciliation. • Interpret customer needs and provide recommendations based on current products and services offered• Analyze customer account activity to provide metrics on savings and provide investment opportunities• Present information to customers in an comprehensive manner • Provide risk averse financial information and refer to financial advisors • Responsible for opening and closing procedures including cash balancing and reconciliation.

  • Scorprion Road Link Inc.
    • Junior Business Analyst
      • Apr 2018 - Feb 2019

      • Provide support with budget planning and financial forecasts• Contribute to develop transportation KPIs and metrics• Support to maintain relationships with service providers and seek improvement opportunities• Coordinate system transactions and reporting invoices • Provide support with budget planning and financial forecasts• Contribute to develop transportation KPIs and metrics• Support to maintain relationships with service providers and seek improvement opportunities• Coordinate system transactions and reporting invoices

  • Hudson's Bay Company
    • United States
    • Retail
    • 700 & Above Employee
    • Parttime Sales Associate
      • Apr 2017 - Jan 2018

      • Completed several types of transactions such as purchasing, returns and exchanges.• Ensured retail store meets the expectations set by head office about selling practices• Accommodated to customer needs when dealing with both satisfied or irate customers• Resolved customer concerns and queries • Completed several types of transactions such as purchasing, returns and exchanges.• Ensured retail store meets the expectations set by head office about selling practices• Accommodated to customer needs when dealing with both satisfied or irate customers• Resolved customer concerns and queries

Education

  • McMaster University
    Bachelor of Arts - BA, Economics
    2016 - 2020

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