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Deepanshu Parlani (Divya) is listed as Financial Consultant | Risk Management & Regulatory Compliance Expert | Proven Portfolio Growth Strategist | IIROC Licensed Advisor at CIBC, a company with 34212 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Deepanshu Parlani (Divya).
Deepanshu Parlani (Divya) previously worked as Financial Consultant - Imperial Service at Cibc and Financial Operations Analyst at Bank Of America. Deepanshu Parlani (Divya) holds Post Graduation, Financial Planning And Services, 3.7 Gpa from Seneca College.
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As a seasoned financial professional, I specialize in risk management, regulatory compliance, and financial consulting, with a strong emphasis on enhancing operational efficiency and managing complex portfolios.Over the years, I have consistently delivered outstanding results, from expanding client bases and achieving consistent portfolio growth to earning multiple performance awards.My ability to mentor and develop teams, coupled with my expertise in financial data analysis and process streamlining, has enabled me to ensure compliance with stringent regulatory standards and contribute to continuous improvement.With advanced proficiency in financial tools and software, I am adept at driving accurate and efficient operations, always aligned with industry regulations.My deep understanding of government regulations and compliance frameworks ensures organizational success in highly regulated environments.MS Word, Excel, Outlook, Access, Project, PowerPoint, Windows OS, AS400, Cashpro, CRM, Broadridge
Listed skills include Social Media Marketing, Microsoft Office, Pandemic Planning, Work Life Balance, and 12 others.
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A career timeline built from the work history available for this profile.
Toronto, Ontario, Canada
I provide tailored financial advice as an IIROC licensed advisor, developing customized financial plans based on in-depth analyses of client goals, risk tolerance, and financial situations. My role involves identifying and cultivating new business opportunities, expanding our client base through strategic networking and targeted sales strategies. I also.
Toronto, Ontario, Canada
In this role, I conducted precise daily bank account reconciliations, ensuring the accuracy of financial records. I efficiently resolved unreconciled items and maintained comprehensive financial documentation, which supported seamless cross-functional collaboration. My expertise in processing swift payments and maintaining organized financial records was.
Toronto, Ontario, Canada
I managed client accounts, handled trade processing, and addressed transfer requests while ensuring compliance with IIROC regulations. I spearheaded multiple projects supporting Operational Excellence by implementing compliance procedures and policies. Regular client contact and proactive issue resolution were key aspects of my role, leading to a 100% NPS.
Toronto, Ontario, Canada
I drove sales performance by presenting relevant product offers and providing expert troubleshooting advice, converting cold and warm leads into active clients and consistently achieving sales targets. My role involved analyzing work functions and ensuring adherence to organizational guidelines, as well as managing store operations to guarantee a seamless.
Other employees you can reach at cibc.com. View company contacts for 34212 employees →
Vagi Melissa
Colleague at Cibc
Essex, Ontario, Canada, Canada
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AN
Aaron Ng
Colleague at Cibc
Richmond Hill, Ontario, Canada, Canada
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RW
Ruth Wang
Colleague at Cibc
Richmond Hill, Ontario, Canada, Canada
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NA
Naryman Anahid
Colleague at Cibc
Markham, Ontario, Canada, Canada
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TF
Tricia Fawcett
Colleague at Cibc
Red Deer, Alberta, Canada, Canada
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PW
Philip Wong
Colleague at Cibc
Toronto, Ontario, Canada, Canada
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SH
Stany Hlinkova
Colleague at Cibc
Toronto, Ontario, Canada, Canada
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SA
Shahzad Ahmed
Colleague at Cibc
Markham, Ontario, Canada, Canada
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AB
Aarondeep Bains
Colleague at Cibc
Brampton, Ontario, Canada, Canada
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AW
Allison White Gryspeerdt
Colleague at Cibc
Toronto, Ontario, Canada, Canada
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Quick answers generated from the profile data available on this page.
Deepanshu Parlani (Divya) works for CIBC.
Deepanshu Parlani (Divya) is listed as Financial Consultant | Risk Management & Regulatory Compliance Expert | Proven Portfolio Growth Strategist | IIROC Licensed Advisor at CIBC.
Deepanshu Parlani (Divya) is based in Toronto, Ontario, Canada while working with CIBC.
Deepanshu Parlani (Divya) has worked for Cibc, Bank Of America, Bmo Financial Group, and Rogers Communications.
Deepanshu Parlani (Divya)'s colleagues at CIBC include Vagi Melissa, Aaron Ng, Ruth Wang, Naryman Anahid, and Tricia Fawcett.
You can use AeroLeads to view verified contact signals for Deepanshu Parlani (Divya) at CIBC, including work email, phone, and LinkedIn data when available.
Deepanshu Parlani (Divya) holds Post Graduation, Financial Planning And Services, 3.7 Gpa from Seneca College.
Deepanshu Parlani (Divya) is listed with skills including Social Media Marketing, Microsoft Office, Pandemic Planning, Work Life Balance, Stock Market Analysis, Tally Erp, Microsoft Excel, and Communication.
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