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financial planning in Toronto

Location:Toronto, ON, Canada (Anywhere)

Education level: Masters
Education field: Business
Years of experience: 2 - 5 years
Attributes that best describes:
Team player
Strong analytical skills

Presently, I am a Financial Advisor Assistant Intern at Canfin Financial Group which is a part of my ongoing course, Financial Planning & Wealth Management, it is a Post-Graduate Diploma Program from Lambton College, Toronto. This course has over the past 1 year given me a strong introduction to the working of the financial and the banking sector of Canada. I have successfully completed the Investment Funds in Canada (IFC) certification from Canadian Securities Institute (CSI). Some previous educational credentials which are relevant to the position are; Post-Graduate Diploma in Banking and Finance; Post-Graduate Diploma in Business Management, and; Bachelors of Business Administration in Finance.

With more than three years of progressively responsible investment advisory, customer service and transactions processing experience with Yes Bank Limited and ICICI Bank Limited, has led me to have sound knowledge of the banking products and procedures like managing client accounts, effective customer service, various investment products and operations. I have been an outstanding performer under all the parameters, such as, building and managing customer relationships, financial planning and portfolio management, and transactions processing.

Languages: N/A


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