Seniority
Staff
Department
Finance & Accounting
Location
Toronto
Industry
Banking
Company size
47K
Contact information
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d•••••••@••••••.com
Phone
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Background
About Devansh Shah
As a finance advisor at CIBC, I help clients achieve their financial goals by providing them with customized investment solutions and financial planning services. I have over four years of experience in the banking and finance industry, working in various roles such as mutual fund representative and financial sales representative. I have gained multiple certifications from the Canadian Securities Institute, including the investment funds course, the conduct and practice handbook course, and the Canadian securities course. I have developed skills such as financial analysis, risk management, customer service, communication, and team building. I am passionate about helping people make informed and confident financial decisions, and I value ethics, integrity, and professionalism in my work.
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