Seniority
Staff
Department
Finance & Accounting
Location
Toronto
Industry
Banking
Company size
47K
Contact information
Reveal Harsimar's email and phone
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h•••••••@••••••.com
Phone
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Background
About Harsimar Singh
As a financial advisor at CIBC, I help clients achieve their financial goals by providing them with tailored solutions and advice on investments, cash management, insurance, and retirement planning. I work with a diverse portfolio of clients, ranging from individuals and families to small businesses and corporations, and I leverage my strong communication, analytical, and problem-solving skills to build trust and rapport with them. I graduated from Seneca College with an advanced diploma in business administration, with a focus on financial planning and services, in April 2021. During my studies, I gained valuable knowledge and experience in various aspects of the financial industry, such as taxation, estate planning, risk management, and portfolio management.My goal is to continue learning and growing as a financial advisor, and to contribute to the success and satisfaction of my clients and my team at CIBC.
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