Verified recordBanking

Ratan Sharma

Financial Planning Associate at Td

Based in Toronto, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Toronto

Industry

Banking

Company size

105K

Contact information

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Email

1 credit

r•••••••@td.com

Phone

5 credits

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Background

About Ratan Sharma

A collaborative team player with 5+ years of experience in financial services backed with Canadian Securities Course which gave me knowledge of mutual funds and other investment products in Canada, I thrive in a fast-paced environment and contribute effectively to achieving overall business objectives. I offer strategic advice and guidance to clients, committed to continuous learning and staying abreast of industry trends, I bring a solid foundation of knowledge in financial products, practices, and regulations. I am driven by a passion for client satisfaction and am dedicated to upholding the highest ethical standards in all interactions. With a blend of expertise in customer service, risk management, and financial solutions, I am poised to make a meaningful impact in delivering exceptional banking experiences while driving business success.

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