Siddharth Gupta

Background

About Siddharth Gupta

With over 8 years of experience in the financial industry, I am a passionate and client-focused Investment and Retirement Planner at Scotiabank, one of the leading banks in Canada. I have a Master of Business Administration degree and a Certified ScrumMaster credential, which enable me to apply agile and strategic approaches to financial planning, sales, and account management. As an Investment and Retirement Planner (FAIR), I leverage my skills in business development, pipeline building, negotiations, and objection handling to exceed targeted goals and build long-term relationships with a diverse customer base. I also analyze client business requirements and recommend solutions that meet their expectations and objectives. I am proficient in selling financial products such as stocks, bonds, mutual funds, and insurance, and in reviewing clients' accounts and plans regularly. I am motivated by empowering clients with financial solutions that enhance their well-being and security.