Verified recordFinancial Services

Jatin Malik

Financial Services Associate at Wagner, Livock & Associates Financial Services Inc

Based in North York, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

North York

Industry

Financial Services

Company size

13

Contact information

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Email

1 credit

j•••••••@sunlife.ca

Phone

5 credits

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Background

About Jatin Malik

A little about me—I am a finance professional with over 2 years of customer relations and technical support experience, currently serving as a Tech Tutor at Conestoga College. My background includes certifications in the Canadian Securities Course (CSC) and Life License Qualification Program (LLQP), giving me a solid foundation to assist clients in navigating complex financial decisions. I am actively pursuing my Chartered Financial Analyst (CFA) designation and a Postgraduate Diploma in Fraud Investigation and Risk Management to further refine my skills in financial analysis and risk assessment. I am also fluent in several financial planning software platforms and have consistently maintained a 95%+ client satisfaction rate in my roles. During my tenure as a Customer Associate with Air India, I managed a high volume of global client accounts and supported operations that served over clients monthly, achieving a 98% accuracy rate in handling booking systems and enhancing client experiences. My fellowship with GGI Impact involved collaborative projects focused on sustainable finance, with mentorship from experts at McKinsey, BCG, and Bain, where I contributed to research that aimed to improve cost-efficiency by 15%. Beyond my career, I’m committed to community service. As an active member of the Rotaract Club and International Student Network at Conestoga, I’ve coordinated over 20 volunteer events, engaging with 200+ students to drive social change initiatives. This experience solidifies my dedication to using my skills in service to my community. I have been recognized for my efforts in both financial services and community engagement, and I’m eager to explore impactful collaborations. Let’s connect if you’d like to discuss finance, community-driven projects, or potential opportunities for positive change.

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