Tanish Gaur
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Tanish Gaur Email & Phone Number

Investment Services Representative at RBC / CFA Level 2 Cleared at RBC Direct Investing
Location: Toronto, Ontario, Canada 3 work roles 4 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
RBC Direct Investing
Role
Investment Services Representative at RBC / CFA Level 2 Cleared
Location
Toronto, Ontario, Canada
Company size
242 employees

Who is Tanish Gaur? Overview

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Quick answer

Tanish Gaur is listed as Investment Services Representative at RBC / CFA Level 2 Cleared at RBC Direct Investing, a company with 242 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Tanish Gaur.

Tanish Gaur previously worked as Investment Service Representative at Rbc Direct Investing and Cashier/ Customer Service/ Cash Office at Loblaw Companies Limited. Tanish Gaur holds Financial Planning from George Brown College.

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Email format at RBC Direct Investing

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RBC Direct Investing

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Profile bio

About Tanish Gaur

Passionate about financial markets and analysis, I am an analytical and detail-oriented professional with a strong track record in the Finance industry. Having cleared CFA Level 2 by scoring above the 90th percentile, I bring a deep understanding of Investment analysis and financial modelling to the table. My expertise in Advanced Excel, SQL, and data visualization tools like Tableau and Power BI enables me to transform complex data into actionable insights that drive strategic decisions.I thrive in fast-paced environments, excel at solving complex problems, and am committed to continuous learning and growth. Whether it's through spearheading financial analysis initiatives or maintaining key stakeholder relationships, I am driven by a passion for making data-driven decisions that add value and foster long-term success. Let's connect!

Current workplace

Tanish Gaur's current company

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RBC Direct Investing
Rbc Direct Investing
Investment Services Representative at RBC / CFA Level 2 Cleared
toronto, ontario, canada
Website
rbcdirectinvesting.com
Employees
242
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3 roles

Tanish Gaur work experience

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

Investment Service Representative

Current
Rbc Direct Investing

Toronto, Ontario, Canada

  • Leveraged advanced communication and probing skills to proactively identify client needs, resulting in a 20% increase in client satisfaction scores.
  • Executed client trade instructions with 100% accuracy, adhering to regulatory requirements using Broadridge/BTS, Berton, TradeLink, and FactSet.
  • Successfully drove a 25% increase in digital adoption by promoting RBC Direct Investing’s website and mobile platforms, identifying self-service opportunities that improved client efficiency.
  • Demonstrated comprehensive knowledge of CIRO, Provincial regulations, and RBC policies, ensuring all transactions were compliant.
  • Utilized in-depth understanding of equity, mutual funds, hedge funds, FX, and fixed-income instruments to assist clients
Dec 2023 - Present

Cashier/ Customer Service/ Cash Office

Current
Loblaw Companies Limited

Toronto, Ontario, Canada

  • Efficiently handled daily cash office operations, including cash handling, reconciliation, and deposit preparation, ensuring the accuracy and security of financial transactions in a high-volume grocery store environment.
  • Delivered a positive customer experience by delivering high-quality customer service, resulting in a customer satisfaction rating of 96%.
Feb 2022 - Present

Junior Financial Analyst

Volkswagen

Gurugram, Haryana, India

  • Spearheaded financial analysis initiatives, identifying key financial metrics and trends that contributed to a 15% improvement in project profitability.
  • Developed and designed financial planning materials and management reports using Microsoft PowerPoint and Tableau, reducing decision-making time by 20% for key stakeholders.
  • Leveraged Advanced Excel and SQL to extract, analyze, and interpret financial data, identifying cost-saving opportunities and mitigating risks in major projects.
  • Provided critical market insights into the Indian automotive finance sector, leading to a 12% increase in market share through informed strategic decisions.
  • Actively stayed current with industry trends and participated in company initiatives, contributing to agile decision-making and maintaining a competitive edge in the market.
Sep 2019 - Sep 2021
Team & coworkers

Colleagues at RBC Direct Investing

Other employees you can reach at rbcdirectinvesting.com. View company contacts for 242 employees →

PP Paul Phung Paul Phung Colleague at Rbc Direct InvestingCanada, Canada View → IK Irshdeep Kaur Irshdeep Kaur Colleague at Rbc Direct InvestingSurrey, British Columbia, Canada, Canada View → YL Yuchen Liu Yuchen Liu Colleague at Rbc Direct InvestingGreater Toronto Area, Canada, Canada View → ES Evan Serrano Evan Serrano Colleague at Rbc Direct InvestingMontreal, Quebec, Canada, Canada View → KH King Hei Laurence Chow King Hei Laurence Chow Colleague at Rbc Direct InvestingRichmond, British Columbia, Canada, Canada View → BS Boris St-Pierre Boris St-Pierre Colleague at Rbc Direct InvestingBrossard, Quebec, Canada, Canada View → DL Daniel Labrecque Daniel Labrecque Colleague at Rbc Direct InvestingMontreal, Quebec, Canada, Canada View → DD Doug Deston Doug Deston Colleague at Rbc Direct InvestingWaubaushene, Ontario, Canada, Canada View → JY Jackie Yu Jackie Yu Colleague at Rbc Direct InvestingMontreal, Quebec, Canada, Canada View → AS Arjun Singh Arjun Singh Colleague at Rbc Direct InvestingToronto, Ontario, Canada, Canada View →
4 education records

Tanish Gaur education

FAQ

Frequently asked questions about Tanish Gaur

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

What company does Tanish Gaur work for?

Tanish Gaur works for RBC Direct Investing.

What is Tanish Gaur's role at RBC Direct Investing?

Tanish Gaur is listed as Investment Services Representative at RBC / CFA Level 2 Cleared at RBC Direct Investing.

Where is Tanish Gaur based?

Tanish Gaur is based in Toronto, Ontario, Canada while working with RBC Direct Investing.

What companies has Tanish Gaur worked for?

Tanish Gaur has worked for Rbc Direct Investing, Loblaw Companies Limited, and Volkswagen.

Who are Tanish Gaur's colleagues at RBC Direct Investing?

Tanish Gaur's colleagues at RBC Direct Investing include Paul Phung, Irshdeep Kaur, Yuchen Liu, Evan Serrano, and King Hei Laurence Chow.

How can I contact Tanish Gaur?

You can use AeroLeads to view verified contact signals for Tanish Gaur at RBC Direct Investing, including work email, phone, and LinkedIn data when available.

What schools did Tanish Gaur attend?

Tanish Gaur holds Financial Planning from George Brown College.

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