Harmeet Singh
About Harmeet Singh
Harmeet Singh is a Small Business Relationship Manager at HSBC in Edmonton, Alberta, with a background in financial services spanning several years. He has held various roles at CIBC, Scotiabank, and FedEx Express, and holds multiple qualifications in financial planning and compliance.
Work at HSBC
Harmeet Singh has been employed at HSBC as a Small Business Relationship Manager since 2021. In this role, he focuses on fostering relationships with small business clients in Edmonton, Alberta. His responsibilities include providing tailored financial solutions and advice to help clients manage their business needs effectively.
Previous Experience in Financial Services
Prior to his current position at HSBC, Harmeet Singh worked at Scotiabank as a Senior Financial Advisor from 2018 to 2021 in Edmonton, Alberta. His career in financial services began at CIBC, where he served as a Financial Services Representative from 2016 to 2018 in Yellowknife, Northwest Territories, and as a Customer Service Representative from 2015 to 2016 in the same location. He also worked briefly at FedEx Express as a Callcenter Customer Service Representative in 2015.
Education and Expertise
Harmeet Singh studied at The Canadian Institute of Financial Planning, where he earned a Diploma in Financial Planning from 2018 to 2019. He also holds a designation as a Registered Financial and Retirement Advisor. Additionally, he completed the Canadian Securities Institute's BCO-Branch Compliance Officer program in 2020 and studied Business Administration and Management at Kwantlen Polytechnic University from 2010 to 2013.
Professional Designations and Skills
Harmeet Singh possesses several professional designations, including the Registered Financial and Retirement Advisor designation. He has also completed the Canadian investment funds course through the Investment Funds Institute of Canada in 2016. His strong communication and interpersonal skills contribute to his effectiveness in building relationships and understanding market trends and regulatory compliance.