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Rahim Punjani, Cfp Email & Phone Number

Certified Financial Planner at National Bank Private Banking 1859
Location: Canada 7 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
National Bank Private Banking 1859
Role
Certified Financial Planner
Location
Canada
Company size
223 employees

Who is Rahim Punjani, Cfp? Overview

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Quick answer

Rahim Punjani, Cfp is listed as Certified Financial Planner at National Bank Private Banking 1859, a with 223 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Rahim Punjani, Cfp.

Rahim Punjani, Cfp previously worked as Investment Professional at National Bank Private Banking 1859 and Financial Planner, RBC Financial Planning at Rbc. Rahim Punjani, Cfp holds Honors Diploma, Business Administration from Sprott Shaw College.

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Email format at National Bank Private Banking 1859

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National Bank Private Banking 1859

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Profile bio

About Rahim Punjani, Cfp

Rahim Punjani, Cfp is a Certified Financial Planner at National Bank Private Banking 1859. They is proficient in English.

Current workplace

Rahim Punjani, Cfp's current company

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National Bank Private Banking 1859
National Bank Private Banking 1859
Certified Financial Planner
Vancouver, BC, CA
Website
gestionprivee1859.ca
Employees
223
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7 roles · 23 years

Rahim Punjani, Cfp work experience

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

Financial Planner, Rbc Financial Planning

Rbc

1789 Lonsdale Avenue, North Vancouver, British Columbia, V7M 2J6, Canada

Financial Planner

Sep 2008 - Oct 2024

Financial Services Manger

Vancity

Various LocationsLead a team of 20 individuals in Sales and Member service Develop business plans/marketing plans for Branch in order to increase revenue and branch awareness within communityLead each team member in developing plans, as well as implementingCoach FSO's and AM's, FSR's, FSC, Sr. FSR's on sales skills and building retail business

Aug 2006 - Sep 2008

Account Manager

Vancity

Actively managed portfolio of 300 clientsProvided clients with comprehensive financial advice on wealth management and debt managementAdvanced understanding of competitive financial industry marketplace including lending and investment ratesIn depth knowledge of policies and proceduresConstruct strong relationships with existing clients to acquire new business and clients as referrals from themSolid negotiation skills

Sep 2004 - Aug 2006

Financial Services Officer

Vancity

Asses clients needs, gather relevant information and implement interventions using clients input while continually evaluating results.Responsible for inputting applications for mortgages and loans for members.Advanced understanding of retail lending including personal loans, lines of credit and mortgagesOffer advice to members for budgeting, buying a home, retirement planning, mutual funds and basic investments.In depth knowledge of policies and procedures

Jun 2001 - Sep 2004
Team & coworkers

Colleagues at National Bank Private Banking 1859

Other employees you can reach at gestionprivee1859.ca. View company contacts for 223 employees →

AK Andrew Kirellos Daoud Andrew Kirellos Daoud Colleague at National Bank Private Banking 1859Greater Montreal Metropolitan Area, Canada View → CM Cody Miller Cody Miller Colleague at National Bank Private Banking 1859Greater Winnipeg Metropolitan Area, Canada View → MV Mylène Vachon Mylène Vachon Colleague at National Bank Private Banking 1859Canada View → CM Carlos Menjivar, Pl.Fin, Cim, B.A.A, Ciwm Candidate Carlos Menjivar, Pl.Fin, Cim, B.A.A, Ciwm Candidate Colleague at National Bank Private Banking 1859Laval, Quebec, Canada View → IL Ivy Leung Ivy Leung Colleague at National Bank Private Banking 1859Greater Vancouver Metropolitan Area, Canada View → CC Charles Coderre Charles Coderre Colleague at National Bank Private Banking 1859Laprairie, Quebec, Canada View → AL Anthony Lin Anthony Lin Colleague at National Bank Private Banking 1859Vancouver, British Columbia, Canada View → BK Ben Kouchaki Ben Kouchaki Colleague at National Bank Private Banking 1859Toronto, Ontario, Canada View → GB Grace Belley Grace Belley Colleague at National Bank Private Banking 1859Capitale-Nationale, Quebec, Canada View → GD Guillaume Dubé Guillaume Dubé Colleague at National Bank Private Banking 1859Greater Montreal Metropolitan Area, Canada View →
1 education record

Rahim Punjani, Cfp education

FAQ

Frequently asked questions about Rahim Punjani, Cfp

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

What company does Rahim Punjani, Cfp work for?

Rahim Punjani, Cfp works for National Bank Private Banking 1859.

What is Rahim Punjani, Cfp's role at National Bank Private Banking 1859?

Rahim Punjani, Cfp is listed as Certified Financial Planner at National Bank Private Banking 1859.

Where is Rahim Punjani, Cfp based?

Rahim Punjani, Cfp is based in Canada while working with National Bank Private Banking 1859.

What companies has Rahim Punjani, Cfp worked for?

Rahim Punjani, Cfp has worked for National Bank Private Banking 1859, Rbc, Vancity, and Home Loans Canada.

Who are Rahim Punjani, Cfp's colleagues at National Bank Private Banking 1859?

Rahim Punjani, Cfp's colleagues at National Bank Private Banking 1859 include Andrew Kirellos Daoud, Cody Miller, Mylène Vachon, Carlos Menjivar, Pl.Fin, Cim, B.A.A, Ciwm Candidate, and Ivy Leung.

How can I contact Rahim Punjani, Cfp?

You can use AeroLeads to view verified contact signals for Rahim Punjani, Cfp at National Bank Private Banking 1859, including work email, phone, and LinkedIn data when available.

What schools did Rahim Punjani, Cfp attend?

Rahim Punjani, Cfp holds Honors Diploma, Business Administration from Sprott Shaw College.

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