Harvir Khattra

Harvir Khattra

Financial Services Consultant @ Transamerica

About

As a dynamic and results-oriented individual, I bring a wealth of experience and expertise to the table. With a background in Automation Engineering Technology from McMaster University, I have honed my skills in needs assessment, presentation, and client relationship management. My journey in the financial services industry as a licensed life insurance agent and a Financial Services Consultant at Transamerica has equipped me with the ability to conduct thorough assessments of clients' financial situations, tailor insurance plans to meet their unique needs, and provide invaluable guidance to ensure their long-term financial security. Having worked in diverse roles, including as a Front Desk Representative at Hampton Inn by Hilton and a Sales Associate at Princess Auto Ltd., I have developed a keen understanding of customer service, multitasking, and organizational skills. My dedication to client satisfaction, coupled with my commitment to continuous learning and professional development, drives me to excel in every endeavor. I thrive in high-stress environments, where I leverage my strong time management skills to deliver results effectively and efficiently. Overall, my personality is characterized by a proactive and adaptable approach, a passion for helping others achieve their financial goals, and a relentless pursuit of excellence in all aspects of my work.

Country

Canada

City

Nobleton

Industry

Financial Services

Skill

Asset Management, Preventive Maintenance, Technical Planning, CMMS, SAP Implementation, Team Collaboration, Needs Assessment, Presentation Skills, Sales, Negotiation, Analytical Skills, Ethical Standards, Technology Proficiency , Continuous Learning, Technical Understanding, Persuasive Speaking, Customer Service, High Stress Environment, Organization Skills, Time Management

Experience

Transamerica

Financial Services Consultant

Transamerica

LinkedIn
2023-1 - Present · 3 yrs 9 mos

Toronto, Ontario, Canada

One of my key responsibilities as a licensed life insurance agent is conducting thorough assessments of clients' financial situations, risk profiles, and long-term goals. By gathering detailed information, they can tailor insurance plans that align with the unique needs and circumstances of each client. This involves analyzing factors such as age, health condition, income, dependents, and future aspirations. Overall, my responsibility as a licensed life insurance agent is to act as a reliable source of information, expertise, and guidance, aiming to protect the financial well-being of clients and their loved ones. Dedicated to ensuring adequate life insurance coverage, retirement planning, children's education and commitment to long-term relationships make us invaluable partners in securing peace of mind for individuals and families alike.

FGF Brands

Maintenence Planner & Scheduler (Co-op)

FGF Brands

LinkedIn
2025-5 - 2026-2 · 10 mos

North York, ON

As a Maintenance Planner & Scheduler at FGF Brands, I support the Maintenance Department in maximizing equipment uptime and operational efficiency across multiple bakery production facilities. My role involves coordinating preventative maintenance activities, analyzing equipment performance data, and developing detailed maintenance schedules to reduce downtime and optimize resource allocation. By working closely with maintenance technicians, operations managers, and inventory teams, I help ensure that work orders are completed on time, spare parts are available, and equipment reliability is consistently improved. I also contribute to streamlining workflows and enhancing the CMMS (Computerized Maintenance Management System) for better tracking and reporting. Overall, this role provides hands-on exposure to real-world asset management practices, planning logistics, and technical operations within a fast-paced food manufacturing environment—contributing to FGF’s commitment to continuous improvement and high-quality production.

Hampton Inn by Hilton

Front Desk Representative

Hampton Inn by Hilton

LinkedIn
2022-7 - 2023-8 · 1 yr 2 mos

Bolton, Ontario, Canada

Responsible for checking guests in and out of the hotel, answering questions about the hotel and surrounding area, making reservations, handling guest complaints, managing room inventory, handling cash and credit card transactions, and coordinating with other hotel staff to ensure a positive guest experience. Overall, playing a crucial role in ensuring that guests have a comfortable and enjoyable stay at the hotel.

Princess Auto Ltd.

Sales Associate

Princess Auto Ltd.

LinkedIn
2021-8 - 2021-11 · 4 mos

Bolton, Ontario, Canada

Responsible for assisting customers with their purchases, answering questions about products and services, and providing recommendations based on their needs and preferences. Maintaining the store's appearance, restocking inventory, and processing transactions. Overall, playing a crucial role in ensuring that customers have a positive shopping experience and are satisfied with their purchases.

Education

McMaster University

McMaster University

LinkedIn

Automation Engineering Technology

2022-9 - 2026-4 · 3 yrs 8 mos

Harvir Khattra's Contact Information

Email

******@***.com

Phone

(**) *** ****

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