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Dev Joshi Email & Phone Number

Financial Services Representative II at CIBC

Location: Canada, Canada, Canada 3 work roles 3 schools

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✓ Verified May 2026 3 data sources Profile completeness 86%

Current company

CIBC

Role

Financial Services Representative II

Location

Canada, Canada, Canada

Company size

45698 employees

Who is Dev Joshi? Overview

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Quick answer

Dev Joshi is listed as Financial Services Representative II at CIBC, a company with 45698 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Dev Joshi.

Dev Joshi previously worked as Investment Banking/ Equity Market Analyst at Finlatics and Accounting and Finance Intern at Flamingo Transworld Pvt Ltd. Dev Joshi holds Postgraduate Degree, Financial Planning from Humber College.

Company email context

Email format at CIBC

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CIBC

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Profile bio

About Dev Joshi

Driven by a genuine interest in finance, I am an emerging finance professional with a strong foundation in financial planning and investment analysis. As a Financial Planning student at Humber Polytechnic, I am sharpening my skills in various topics like Investment Strategies, Taxation, Retirement Planning, Credit, Insurance, Personal Finance, etc. I have cleared my Canadian Securities Course Level 1, and I'm working towards Level 2 to deepen my knowledge. I’m building a strong foundation to support my long-term goal of earning both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.My experience spans over a year in various customer service roles, where I’ve excelled at building relationships and meeting diverse client needs. I bring a client-centric approach, emphasizing trust and transparency—values that I believe are essential in the investment world. My interest in portfolio management has led me to regularly analyze market trends, construct hypothetical portfolios, and assess topics like asset allocation, risk management, and performance metrics. If you’re in finance or investments, I’d love to connect and explore potential opportunities or discuss insights in this field!

Current workplace

Dev Joshi's current company

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Cibc

Financial Services Representative II

Canada

Website

cibc.com

Employees

45698

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Company profile

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3 roles

Dev Joshi work experience

A career timeline built from the work history available for this profile.

Financial Services Representative Ii

Cibc

Canada

Investment Banking/ Equity Market Analyst

Finlatics

Learned and developed detailed financial and valuation models including DCF, LBO, M&A for deal structuring and client advisory.
Presented project reports on Founder Profiling, Convertible Note based Investing, Customer Lifetime Value and Customer Acquisition based Cost Modelling, Setting Up of a Private Equity Fund, and Analysis of Exit.
Analyzed financial statements, market conditions, and industry trends to create equity research reports on key companies.

May 2023 - Jul 2023

Accounting And Finance Intern

Flamingo Transworld Pvt Ltd

Prepared and analyzed financial reports, conducted analysis for budgeting and forecasting, handling data sets of up to 10000 entries.
Assisted in preparing financial statements and reports on accounting software and identified key driver of profitability within the packages offered to the customers.
Developed and maintained Excel-based financial models to track revenue and expenses, leading to improved forecasting accuracy identifying cost-saving opportunities.

Mar 2022 - Jun 2022

Team & coworkers

Colleagues at CIBC

Other employees you can reach at cibc.com. View company contacts for 45698 employees →

MS

Mohamed Saad Colleague at Cibc Cambridge, Ontario, Canada, Canada View → KC

Kristin Cranney Colleague at Cibc Whitby, Ontario, Canada, Canada View → RR

Ruben Rajan Colleague at Cibc Toronto, Ontario, Canada, Canada View → JH

Jim Hu Colleague at Cibc Markham, Ontario, Canada, Canada View → CZ

Christina Zarpellon Colleague at Cibc Vaughan, Ontario, Canada, Canada View → EZ

Eireen Zheng Colleague at Cibc Toronto, Ontario, Canada, Canada View → SS

Sean Sharma Colleague at Cibc Canada, Canada View → FK

Feroze Khan, Pmp, Csm Colleague at Cibc Mississauga, Ontario, Canada, Canada View → CB

Charlotte Biricz Colleague at Cibc East York, Ontario, Canada, Canada View → DB

Dave Browne Colleague at Cibc Needham, Massachusetts, United States, United States View →

3 education records

Dev Joshi education

Postgraduate Degree, Financial Planning

Humber College

Postgraduate Degree, Digital And Content Marketing

York University

Bachelor Of Commerce - Bcom(Hons), Banking, Financial Services, Insurance, 8.9 Cgpa (First Class With Distinction)

Nirma University, Ahmedabad, Gujarat, India

Awarded Academic Excellence Certificate

FAQ

Frequently asked questions about Dev Joshi

Quick answers generated from the profile data available on this page.

What company does Dev Joshi work for?

Dev Joshi works for CIBC.

What is Dev Joshi's role at CIBC?

Dev Joshi is listed as Financial Services Representative II at CIBC.

Where is Dev Joshi based?

Dev Joshi is based in Canada, Canada, Canada while working with CIBC.

What companies has Dev Joshi worked for?

Dev Joshi has worked for Cibc, Finlatics, and Flamingo Transworld Pvt Ltd.

Who are Dev Joshi's colleagues at CIBC?

Dev Joshi's colleagues at CIBC include Mohamed Saad, Kristin Cranney, Ruben Rajan, Jim Hu, and Christina Zarpellon.

How can I contact Dev Joshi?

You can use AeroLeads to view verified contact signals for Dev Joshi at CIBC, including work email, phone, and LinkedIn data when available.

What schools did Dev Joshi attend?

Dev Joshi holds Postgraduate Degree, Financial Planning from Humber College.

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