Alisha Soni
Client Services Representative at Atb Financial
Based in Edmonton, Canada
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Seniority
Staff
Department
Customer/Client Service
Location
Edmonton
Industry
Banking
Company size
6K
Contact information
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a•••••••@atb.com
Phone
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Background
About Alisha Soni
Detail-oriented finance professional with a strong foundation in Canadian investment products and regulatory requirements.IFC® (Canadian Securities Institute) certified, with knowledge of mutual funds, ETFs, risk profiling, suitability, and portfolio construction.Currently seeking opportunities in client service, investment support, or advisory-track roles where I can continue building hands-on experience and grow into an investment or wealth-management position.
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