Service Delivery Representative
Current
Oct 2024 - Present
AeroLeads people directory · profile
Raeed Kabir Email & Phone Number
Service Delivery @ Fidelity Canada | CFA Level 2 Candidate | FRM Level 2 Candidate
at
Fidelity Canada
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Service Delivery @ Fidelity Canada | CFA Level 2 Candidate | FRM Level 2 Candidate
Location
Canada, Canada, Canada
Company size
Who is Raeed Kabir? Overview
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Quick answer
Raeed Kabir is listed as Service Delivery @ Fidelity Canada | CFA Level 2 Candidate | FRM Level 2 Candidate at Fidelity Canada, a company with 539 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Raeed Kabir.
Raeed Kabir previously worked as Service Delivery Representative at Fidelity Canada and Wealth Management Associate at Questrade Financial Group. Raeed Kabir holds Bachelor’S Degree, Economics from York University.
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Fidelity Canada
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Profile bio
About Raeed Kabir
Experienced and driven Wealth Management Associate dedicated to delivering comprehensive financial solutions tailored to clients' unique needs and aspirations. With a solid background in finance and a keen understanding of investment strategies, I thrive in providing personalized guidance to individuals and families seeking to grow and preserve their wealth.My approach is grounded in integrity, transparency, and a commitment to excellence. Through diligent research and analysis, I craft strategic wealth management plans that align with clients' short and long-term objectives, while also mitigating risks along the way. Whether it's retirement planning, investment portfolio management, or estate planning, I excel in navigating the complexities of the financial landscape to help clients achieve their financial goals.Driven by a passion for helping others achieve financial success, I am constantly seeking opportunities to expand my knowledge and stay abreast of industry trends and developments. With a dedication to delivering exceptional service and a proven track record of success, I am committed to making a meaningful impact in the lives of my clients and contributing to their financial well-being.
Current workplace
Raeed Kabir's current company
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Fidelity Canada
7 roles
Raeed Kabir work experience
A career timeline built from the work history available for this profile.
Wealth Management Associate
- Responsible for creating daily reports using SQL for QA, and led the implementation of control systems to minimize risk and exposure of Questwealth Management and its clients.- Developed an automated system to manage Investment Agreements, successfully decreasing volume of spam emails and increasing efficiency by 8%. - Optimized client retention by.
Apr 2022 - Jul 2023
Client Communications Specialist
- Fielded client calls, handled day to day account maintenance, and responded to customer queries about products and services, successfully surpassing internal KPIs by 60%.- Led complex callouts and specialized in options callouts, assisting with the opening of a technical research team at the Customer Service Department.- Achieved outstanding 96.3%.
Jan 2021 - Mar 2022
Business Development Manager
- Built and maintained relationships with key contacts at potential clients, consulting companies and partners in order to get access to new opportunities.- Responsible for generating market research reports and optimizing testing market to refine prospecting.- Managed and maintained a structured analysis of target markets, clients, and documentation in.
Mar 2018 - Jan 2021
Senior Fundraising Manager
- Opened a new regional team for the district of Scarborough, successfully leading team of 6 direct reports to profitability despite low key demographics.- Broke company records for weekend team donation and donation retainment ratios by +2.5X benchmark.- Consistently increased teams donation quotas, resulting to capping profitability at Sick Kids.
Aug 2017 - Dec 2017
Fundraising Team Leader
Feb 2017 - Jul 2017
Fundraiser
Oct 2016 - Feb 2017
Team & coworkers
Colleagues at Fidelity Canada
Other employees you can reach at fidelity.ca. View company contacts for 539 employees →
AS
Amita Sangani
Colleague at Fidelity Canada
Greater Toronto Area, Canada, Canada
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ES
Elena Shurpo
Colleague at Fidelity Canada
Toronto, Ontario, Canada, Canada
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TC
Tevin Castle
Colleague at Fidelity Canada
Greater Toronto Area, Canada, Canada
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TH
Tavleen Hans
Colleague at Fidelity Canada
Greater Toronto Area, Canada, Canada
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JB
Jeremy Brassard
Colleague at Fidelity Canada
Greater Montreal Metropolitan Area, Canada
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LB
Lisa Bao, Mfin
Colleague at Fidelity Canada
Canada, Canada
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AP
Alexandra Perino
Colleague at Fidelity Canada
Burlington, Ontario, Canada, Canada
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PC
Patrick C. Maheshe
Colleague at Fidelity Canada
Greater Montreal Metropolitan Area, Canada
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TB
Theodata B.
Colleague at Fidelity Canada
Canada, Canada
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TT
Tony Tran
Colleague at Fidelity Canada
Toronto, Ontario, Canada, Canada
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Amita Sangani
Colleague at Fidelity Canada
Greater Toronto Area, Canada, Canada
View →
ES
Elena Shurpo
Colleague at Fidelity Canada
Toronto, Ontario, Canada, Canada
View →
TC
Tevin Castle
Colleague at Fidelity Canada
Greater Toronto Area, Canada, Canada
View →
TH
Tavleen Hans
Colleague at Fidelity Canada
Greater Toronto Area, Canada, Canada
View →
JB
Jeremy Brassard
Colleague at Fidelity Canada
Greater Montreal Metropolitan Area, Canada
View →
LB
Lisa Bao, Mfin
Colleague at Fidelity Canada
Canada, Canada
View →
AP
Alexandra Perino
Colleague at Fidelity Canada
Burlington, Ontario, Canada, Canada
View →
PC
Patrick C. Maheshe
Colleague at Fidelity Canada
Greater Montreal Metropolitan Area, Canada
View →
TB
Theodata B.
Colleague at Fidelity Canada
Canada, Canada
View →
TT
Tony Tran
Colleague at Fidelity Canada
Toronto, Ontario, Canada, Canada
View →
1 education record
Raeed Kabir education
FAQ
Frequently asked questions about Raeed Kabir
Quick answers generated from the profile data available on this page.
What company does Raeed Kabir work for?
Raeed Kabir works for Fidelity Canada.
What is Raeed Kabir's role at Fidelity Canada?
Raeed Kabir is listed as Service Delivery @ Fidelity Canada | CFA Level 2 Candidate | FRM Level 2 Candidate at Fidelity Canada.
Where is Raeed Kabir based?
Raeed Kabir is based in Canada, Canada, Canada while working with Fidelity Canada.
What companies has Raeed Kabir worked for?
Raeed Kabir has worked for Fidelity Canada, Questrade Financial Group, Automation Solutionz, and Public Outreach Fundraising.
Who are Raeed Kabir's colleagues at Fidelity Canada?
Raeed Kabir's colleagues at Fidelity Canada include Amita Sangani, Elena Shurpo, Tevin Castle, Tavleen Hans, and Jeremy Brassard.
How can I contact Raeed Kabir?
You can use AeroLeads to view verified contact signals for Raeed Kabir at Fidelity Canada, including work email, phone, and LinkedIn data when available.
What schools did Raeed Kabir attend?
Raeed Kabir holds Bachelor’S Degree, Economics from York University.
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