Dimal David

Background

About Dimal David

As a wealth management professional, I leverage my 12 years of banking and investment experience to support the integration of BMO Harris US and Bank of the West clients. I process and oversee commercial account closures, ensuring compliance and accuracy. I am a Chartered Investment Manager (CIM) and a Certified Treasury Professional (CTP) with skills in mortgages, problem solving, and customer service management. Before joining CGI as a TPS Setup Analyst, I worked as a Consultant/Trainer for Learning and Development, where I coordinated and conducted group training sessions based on staff and organizational learning needs. I also provided feedback, coaching, and evaluation to improve the performance and quality of the agents. As a Financial Services Consultant, I provided investment consultancy to clients and financial advisors regarding various investment products, ensuring positive client experience and timely follow-ups. I am passionate about delivering excellent customer service and innovative solutions, and I enjoy collaborating with diverse teams and stakeholders.