Shamim Kasiri, Cfp®, Cim, Fcsi

Shamim Kasiri, Cfp®, Cim, Fcsi Email and Phone Number

Financial Planner at TD Wealth Financial Planning @
Shamim Kasiri, Cfp®, Cim, Fcsi's Location
Coquitlam, British Columbia, Canada, Canada
Shamim Kasiri, Cfp®, Cim, Fcsi's Contact Details

Shamim Kasiri, Cfp®, Cim, Fcsi work email

Shamim Kasiri, Cfp®, Cim, Fcsi personal email

About Shamim Kasiri, Cfp®, Cim, Fcsi

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.

Shamim Kasiri, Cfp®, Cim, Fcsi's Current Company Details
TD Wealth Financial Planning

Td Wealth Financial Planning

Financial Planner at TD Wealth Financial Planning
Shamim Kasiri, Cfp®, Cim, Fcsi Work Experience Details
  • Td Wealth Financial Planning
    Financial Planner
    Td Wealth Financial Planning May 2014 - Present
    Highgate Village, Burnaby
  • Td Bank Group
    Manager Customer Service
    Td 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.
  • Td Bank Group
    Financial Advisor
    Td 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.
  • Futureshop Ltd.
    Home Theatre Product Expert
    Futureshop 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.
  • E.Go Magazine Inc.
    Small Business Co-Owner.
    E.Go Magazine Inc. Jan 2007 - Aug 2008
    Co-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

Banking Sales Credit Marketing Business Planning Financial Services Finance Customer Service Loans Investments Mortgage Lending Relationship Management Mutual Funds Retail Banking Risk Management Consumer Lending Small Business Lending Leadership Residential Mortgages Cash Management Branch Banking Coaching Training Branch Management Commercial Mortgages Home Equity Lines Of Credit Aml Core Banking Operational Risk

Shamim Kasiri, Cfp®, Cim, Fcsi Education Details

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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