Shivoy K.

Financial Advisor | Retail Advice Delivery | Guiding Clients Toward Smarter Financial Decisions & Investment Guidance | CSC® Certified | CFP Candidate

Greater Toronto Area, Canada

About

Bridging international business acumen with robust sales leadership, my journey at Seneca College culminated in a comprehensive understanding of global markets, which now fuels my role as Senior Team Lead at Kognitive Sales Solutions. Here, I spearhead initiatives that empower our sales force, leveraging skills in financial transaction processing and data management honed through both education and hands-on experience. Under my guidance, our team thrives on effective communication and strategic decision-making, fostering an environment where mentorship and clean operations are paramount. With a commitment to fostering sales excellence and nurturing talent, my goal is to continuously elevate our brand presence and drive forward our market success.

Experience

  • Financial Advisor at Scotiabank
    Aug 2025 - Present · 1 yr

    • Conduct virtual consultations to develop personalized financial plans tailored to each client’s goals. • Educate clients by sharing relevant financial insights and expert guidance for informed decision-making. • Construct comprehensive, holistic financial strategies that align with individual aspirations. • Nurture long-term client relationships, fostering trust, satisfaction, and ongoing support. • Identify new opportunities proactively to help clients optimize their overall financial well-being.

  • Senior Lead of Sales and Operations at The LINQ Agency
    Apr 2025 - Aug 2025 · 5 mos

  • Senior Team Lead at Kognitive Sales Solutions
    Sep 2024 - Apr 2025 · 8 mos

  • Sales Team Lead at SDImktg
    Aug 2022 - Sep 2024 · 2 yrs 2 mos

    • Ensure timely, reliable, and effective communication with the program Supervisor regarding on-site and off-site updates. • Continue to build the growth of the brand by communicating the information set out in the PC Training Manual or received through PCF during the program. • Train, coach and mentor people with directing reports set forth by the Program Supervisor. • Follow policies around operations, accessibility, theft, fraud, health and safety, etc. outlined within the policies & procedures manual. • Inventory tracking – As directed by Program Supervisor, which may include but not limited to tracking inventory at the beginning and end of shifts, flag items for replenishment, and replenish low inventory items while on-site. • Actively reach out to customers within their location to the brand the product and create a comfortable intercepting environment. • Hosting And Attending Meetings every month defining sales targets, appreciating and rewarding best performers for the Past Month. • Looking for Valuable Candidates for the Role and managing the Hiring of the representatives.

  • Sales And Marketing Specialist at President's Choice Financial
    Dec 2021 - Jul 2022 · 8 mos

    I started the role in December. it involved customer interaction • Training reps on field and off field. • Checking on reps and their requirements during initial 4 weeks of training. • Efficiently taking calls and providing assistance. • decision making, • cleanliness management • team building • develop excellent communication skills