IFC Certified · Immediately Available

Jidnesh
Patel

Financial Services Professional & Mutual Fund Representative

Results-oriented finance professional with IFC certification, a Master of Applied Computing, and a proven record in client advisory, compliance, and operational leadership — ready to serve as a Mutual Fund Representative.

Get in Touch View Experience
IFC
Fully Certified
MAC
Master's Degree
3+
Yrs Professional
Qualifications & Credentials
🏦
Investment Funds in Canada
Canadian Securities Institute · IFC Certification
May 2025
🎓
Master of Applied Computing
University of Windsor
Jun 2025
💼
Bachelor of Computer Science
Savitribai Phule Pune University
May 2022
📍
Mississauga, Ontario
Open to relocation across Canada
About Me

Financial Expertise
Backed by Technology

I am a fully IFC-certified financial services professional qualified for immediate Mutual Fund Representative (MFR) registration, combining deep compliance knowledge with a Master's in Applied Computing.

My background spans mutual fund structures, TFSA/RRSP/FHSA account management, CIRO/MFDA regulatory compliance, and KYC/AML frameworks — complemented by hands-on experience in client advisory, cash-control reconciliation, and team leadership.

Where I stand apart: I bring data-driven thinking into client-facing financial roles, enabling stronger needs-based discovery, sharper reporting, and faster operational decisions.

"Driven by a commitment to ethical client service, precise compliance, and the use of technology to deliver better financial outcomes."
Retail Banking & Wealth
  • Mutual Fund Allocation & Needs-Based Discovery
  • Client Financial Onboarding & Account Structuring
  • TFSA, RRSP, FHSA Tax-Sheltered Accounts
  • Net Asset Value Calculations
  • Credit Card Screening & Partner Referrals
Risk, Privacy & Compliance
  • Know Your Customer (KYC) Protocols
  • Anti-Money Laundering (AML) Tracking
  • CIRO / MFDA Compliance Rules
  • Audit Readiness & Document Verification
  • Operational Risk Frameworks
Client Experience & Leadership
  • Consultative Customer Service
  • Digital Channel Education (Mobile / Online)
  • Team Coaching & Performance Management
  • Cross-Team Collaboration
Education & Certifications

Credentials That Matter

Certification · CSI
Investment Funds in Canada (IFC)
Canadian Securities Institute
May 2025 · Remote
✓ Fully Certified · MFR Eligible
  • Mutual fund structures & NAV calculations
  • TFSA, RRSP, FHSA account types
  • CIRO/MFDA compliance & ethics
Graduate Degree
Master of Applied Computing (MAC)
University of Windsor, Windsor, ON
Jun 2025
Advanced Computing
  • Advanced Database Design
  • System Security Protocols
  • Data Optimization & Project Planning
Undergraduate Degree
Bachelor of Computer Science
Savitribai Phule Pune University, India
May 2022
Computer Science
  • Algorithms & data structures
  • Problem-solving foundations
Career History

Professional Experience

Assistant Manager
Apr 2026 – Present
Booster Juice · Burlington, ON
  • Direct high-volume daily operations with oversight of service quality, executing human-centric client discovery to resolve escalations and secure customer loyalty.
  • Manage end-of-day cash counts, point-of-sale terminal audits, and strict internal cash-control reconciliations — building accuracy habits directly transferable to branch banking.
  • Supervise, onboard, and coach front-line team members on client engagement frameworks, driving a collaborative workspace focused on performance metrics and policy adherence.
  • Integrate regional promotions into service dialogue, tracking client responses to enhance experience strategies and grow revenue.
Assistant Manager
Jan 2025 – Apr 2026
Simon Prime Burgers · Windsor, ON
  • Oversaw daily front-of-house and back-of-house operations, ensuring consistent service standards and a high-quality client experience across all customer touchpoints.
  • Managed end-of-shift cash balancing, till reconciliations, and daily sales reporting — reinforcing rigorous financial accuracy habits aligned with banking environments.
  • Recruited, onboarded, and performance-managed a team of front-line staff, establishing clear KPIs and conducting regular coaching sessions to drive accountability and engagement.
  • Handled escalated customer concerns with professionalism and empathy, applying needs-based problem resolution to retain loyalty and uphold brand reputation.
  • Coordinated inventory controls and vendor communications, identifying cost-saving opportunities and maintaining accurate stock reconciliation records.
Data Analyst
Sept 2022 – Feb 2023
Sportskingdom India Pvt. Ltd. · Pune, India
  • Collaborated with corporate leadership to audit internal datasets, isolating operational inconsistencies and delivering fact-based solutions that improved process efficiency.
  • Organized complex data variables into clear reporting structures, ensuring completeness and accuracy for senior management review.
  • Presented KPI and performance metrics to cross-functional stakeholders, aligning teams against corporate targets.
Cloud & Data Analyst
Dec 2021 – Jun 2022
BitFlyer Technologies Pvt. Ltd. · Pune, India
  • Evaluated ledger records and system logs to ensure data integrity and strict adherence to regulatory frameworks — experience directly applicable to financial compliance environments.
  • Mitigated internal risks by tracking outstanding deliverables, identifying suspicious pattern anomalies, and escalating through proper organizational channels.
  • Facilitated technical walk-throughs for non-technical partners on new digital tools, significantly increasing user adoption and confidence.
Competencies

Skills & Tools

Financial & Regulatory
IFC Certified MFR Eligible KYC / AML CIRO / MFDA Mutual Funds TFSA · RRSP · FHSA NAV Calculations Audit Readiness Risk Frameworks
Client & Operations
Needs-Based Discovery Client Onboarding Cash Reconciliation Team Coaching Digital Channel Education Problem Resolution Cross-Team Collaboration
Systems & Productivity
Advanced Excel MS Office Suite CRM Platforms SQL Querying Business Analysis Technical Reporting
Languages & Location
Mississauga, ON Open to Relocation English Hindi Gujarati
Contact

Let's Start a
Conversation

I am actively seeking Mutual Fund Representative and retail banking roles across Canada. Reach out through any channel below — I respond promptly.

Email
[email protected]
Phone
226-961-9775
LinkedIn
linkedin.com/in/jidnesh-patel
Location
Mississauga, ON — Open to Relocation
Available for New Opportunities
Seeking Banking & Financial Services Roles
IFC-certified and ready for immediate MFR registration. I bring a unique combination of financial compliance knowledge, client relationship experience, and data-analytics capabilities to every role.
Mutual Fund Representative
Financial Advisor
Personal Banking Advisor
Investment Associate
Branch Operations