Seniority
Staff
Department
Customer/Client Service
Location
Toronto
Industry
Banking
Company size
105K
Contact information
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s•••••••@td.com
Phone
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Background
About Saloni Aggarwal
Finance professional with a background in financial planning, building client relationships & operational management, committed to delivering brilliant customer service. Skilled in need analysis, tax and retirement planning, insurance planning, inheritance tax planning, and personal financial planning. Certified by the Canadian Securities Institute for Investment Funds in Canada (IFIC), I'm equipped to analyze the risk-return dynamics of investments, evaluate mutual fund performance and fee structures, and proficiently manage client portfolios.
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