Shamim Kasiri, Cfp®, Cim, Fcsi work email
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Shamim Kasiri, Cfp®, Cim, Fcsi personal email
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At TD Wealth Financial Planning, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We're here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life's transitions.With over ten years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.I hold a Business Administration degree from Douglas College.My commitment to continuous education has earned me the Certificate in Financial Services Advice conferred by the Canadian Securities Institute.I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.TD Wealth Financial Planning is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank./*********/Les renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociauxInformation provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer.
Td Wealth Financial Planning
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Financial PlannerTd Wealth Financial Planning May 2014 - PresentHighgate Village, Burnaby
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Manager Customer ServiceTd Bank Group Nov 2011 - May 2014-On boarding, coaching and developing customer service representatives.-Ensuring the team adheres to audit and best practices-inspiring the will to win, by delivering legendary customer service experience and exceeding team performance targets.-Branch compliance office to assist branch manager with mutual fund reviews when needed. -
Financial AdvisorTd Bank Group Apr 2009 - Nov 2011-Accountable for providing a wide range of TD products including mutual funds, mortgage/home equity -line of credit, credit cards and day to day accounts-Supervise train and motivate new advisors-Responsible for business development, sales, and marketing functions. -
Home Theatre Product ExpertFutureshop Ltd. Jan 2007 - Oct 2009-Met sales target while maintaining gross margin and warranty target-Maintained and followed up on customer leads.-Researched competitor prices and filed report to team.Worked with team to assemble demonstration material for consistent experience for all customers.
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Small Business Co-Owner.E.Go Magazine Inc. Jan 2007 - Aug 2008Co-founder of E.go magazine Inc.Design and implemented business plan. • Project timeline using MS Project manager. • Planned cash flow statement. • Project funding.Organized publication team. • Network with students through SFU Marketing association to increase readership.
Shamim Kasiri, Cfp®, Cim, Fcsi Skills
Shamim Kasiri, Cfp®, Cim, Fcsi Education Details
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Csi Global Education Inc.Finance -
Business
Frequently Asked Questions about Shamim Kasiri, Cfp®, Cim, Fcsi
What company does Shamim Kasiri, Cfp®, Cim, Fcsi work for?
Shamim Kasiri, Cfp®, Cim, Fcsi works for Td Wealth Financial Planning
What is Shamim Kasiri, Cfp®, Cim, Fcsi's role at the current company?
Shamim Kasiri, Cfp®, Cim, Fcsi's current role is Financial Planner at TD Wealth Financial Planning.
What is Shamim Kasiri, Cfp®, Cim, Fcsi's email address?
Shamim Kasiri, Cfp®, Cim, Fcsi's email address is shamim.kasiri@td.com
What schools did Shamim Kasiri, Cfp®, Cim, Fcsi attend?
Shamim Kasiri, Cfp®, Cim, Fcsi attended Csi Global Education Inc., Douglas College.
What skills is Shamim Kasiri, Cfp®, Cim, Fcsi known for?
Shamim Kasiri, Cfp®, Cim, Fcsi has skills like Banking, Sales, Credit, Marketing, Business Planning, Financial Services, Finance, Customer Service, Loans, Investments, Mortgage Lending, Relationship Management.
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