Jatinder Singh
Financial Planning Associate
Old Toronto, Ontario, Canada
Summary
👤
Senior🎓
Top SchoolJatinder Singh is a finance-focused professional with 8 years of experience blending client-facing support and technical financial analysis at major Canadian institutions like TD and Manulife. He specializes in goals-based financial planning, complex account administration, and identifying net asset growth opportunities for advisors, while routinely handling moderate- to high-risk transactions and escalations. Trained as a computer programmer and comfortable with CRM tools like Salesforce and Agent Desktop, he brings a practical full-stack mindset to automating processes and solving operational problems. Colleagues rely on him for timely, accurate execution of account openings, transfers and analytical support grounded in fundamental, technical and qualitative company analysis. Based in Old Toronto, he pairs technical curiosity with a client-centric approach, making him effective at translating data into actionable financial recommendations.
8 years of coding experience
Associate's degree, Computer Programming, GPA: 3.6, Associate's degree, Computer Programming, GPA: 3.6 at Lambton College
English, Punjabi, HindiProgramming languages (2)
Github contributions (5)
jsbirdi0001/informa
Jan 2019 - Sep 2019
Contributions:57 commits, 5 pushes, 1 branch in 7 months
jsbirdi0001/jatinderPortfolio
May 2019 - Nov 2020
Contributions:16 commits, 28 pushes, 1 branch in 1 year 6 months
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