Harsh Sheth
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Harsh Sheth Email & Phone Number

Financial Services Representative II @ CIBC | Passed CFA Level-1 at CIBC
Location: North York, Ontario, Canada 5 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Role
Financial Services Representative II @ CIBC | Passed CFA Level-1
Location
North York, Ontario, Canada
Company size

Who is Harsh Sheth? Overview

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Quick answer

Harsh Sheth is listed as Financial Services Representative II @ CIBC | Passed CFA Level-1 at CIBC, a company with 34212 employees, based in North York, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Harsh Sheth.

Harsh Sheth previously worked as Financial Services Representative II at Cibc and Investment Support Officer at Scotiabank. Harsh Sheth holds Diploma, Accounting from Centennial College.

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Email format at CIBC

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CIBC

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Profile bio

About Harsh Sheth

🏦 In my current role as a Financial Services Representative at CIBC, I leverage my expertise in banking and financial products to assist clients in making informed financial decisions, offering personalized advice and tailored solutions🎓 I also hold CSC and IFIC licenses and currently pursuing the CFA Level-1 designation. These qualifications demonstrate my commitment to expanding my financial expertise, enabling me to provide clients with well-informed advice and personalized solutions.💼 With 3+ years of combined experience in Financial & Accounting services and Client Support, I offer a versatile skill set that encompasses comprehensive financial solutions and exceptional customer support.

Listed skills include Self Management, Accounting, Cash Flow, Intellectually Curious, and 20 others.

Current workplace

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CIBC
Cibc
Financial Services Representative II @ CIBC | Passed CFA Level-1
toronto, ontario, canada
Website
Employees
34212
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5 roles

Harsh Sheth work experience

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Financial Services Representative Ii

Current

Toronto, Ontario, Canada

Jul 2023 - Present

Investment Support Officer

Mississauga, Ontario, Canada

  • Processed Mutual Fund Adjustments and Locked funds Unlocking requests under the limit of $150K
  • Achieved average daily productivity of over 125% with an accuracy rate of more than 97%
  • Processed transactions on Scotia Mutual Funds, 3rd Party Mutual Funds, and Non-Registered and Registered Accounts using systems like RPM SSUI, IPUI, Intralink, FundSERV, FundCom, and Image/AS400
  • Supported colleagues with their training or cross-training initiatives within the department to… Show more
  • Supported colleagues with their training or cross-training initiatives within the department to increase the team’s efficiency and productivity by 20%
  • Engaged with the bank’s partners to deepen client relationships and leverage broader Bank relationships, systems, and knowledge to reduce partner’s errors by more than 30%
Feb 2023 - Jul 2023

Accounting Officer

Mississauga, Ontario, Canada

Mar 2022 - Feb 2023

Accounting And Payroll Associate

Vaughan, Ontario, Canada

  • Assisted with the maintenance and preparation of financial statements, G/L, month-end/year-end closing statements along with T4 summary and monthly/quarterly payroll remittances
  • Generated weekly payroll for $300K on an average and maintained payroll files for 400+ employees using QuickBooks
  • Submitted program claims like WSIB, EHT, etc. to 2 types of government funders by preparing employee claims and other government remittances carefully to achieve timely and accurate annual… Show more Assisted with the.
  • Submitted program claims like WSIB, EHT, etc. to 2 types of government funders by preparing employee claims and other government remittances carefully to achieve timely and accurate annual reconciliations.
  • Maintained accurate budgets 87%-96% of the time for all programs by providing reconciliations on time and following up with departments and clients to successfully execute plans and future operational expansions.
  • Prepared budgets for the branch operations, fuel, and office supply teams valued at $17K by creating the rationale for operational proposals to effectively use expenditures and allocate profit appropriately.
Nov 2021 - Mar 2022
Team & coworkers

Colleagues at CIBC

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1 education record

Harsh Sheth education

FAQ

Frequently asked questions about Harsh Sheth

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What company does Harsh Sheth work for?

Harsh Sheth works for CIBC.

What is Harsh Sheth's role at CIBC?

Harsh Sheth is listed as Financial Services Representative II @ CIBC | Passed CFA Level-1 at CIBC.

Where is Harsh Sheth based?

Harsh Sheth is based in North York, Ontario, Canada while working with CIBC.

What companies has Harsh Sheth worked for?

Harsh Sheth has worked for Cibc, Scotiabank, Universal Hr Solutions, and Walmart Canada.

Who are Harsh Sheth's colleagues at CIBC?

Harsh Sheth's colleagues at CIBC include Nawaz M, Parneet Kreer, Joke Akande, Mba, Ashish Potla, and Margot Walker.

How can I contact Harsh Sheth?

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

What schools did Harsh Sheth attend?

Harsh Sheth holds Diploma, Accounting from Centennial College.

What skills is Harsh Sheth known for?

Harsh Sheth is listed with skills including Self Management, Accounting, Cash Flow, Intellectually Curious, Sales, Self Confidence, Communication, and Finance.

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