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Sunil Kumar, Cfp® Email & Phone Number
Senior Financial Planner
at
TD
1 work email found
@yahoo.ca
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Financial Planner
Location
Greater Vancouver Metropolitan Area, Canada
Company size
Who is Sunil Kumar, Cfp®? Overview
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Quick answer
Sunil Kumar, Cfp® is listed as Senior Financial Planner at TD, a with 1 employees, based in Greater Vancouver Metropolitan Area, Canada. AeroLeads shows a work email signal at yahoo.ca and a matched LinkedIn profile for Sunil Kumar, Cfp®.
Sunil Kumar, Cfp® previously worked as Senior Financial Advisor- CIBC Imperial Service at Cibc and Financial Advisor at Cibc. Sunil Kumar, Cfp® holds Canadian Securities Course, Financial Planning And Services from Canadian Securities Institute.
Company email context
Email format at TD
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*@yahoo.ca
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AeroLeads found 1 current-domain work email signal for Sunil Kumar, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sunil Kumar, Cfp®
Certified Financial Planner® professional with more than fifteen years of experience in the banking industry with expertise in:Financial Planning & Advice , Investments, Credit & MortgagesStrong oral and written communication skills; fluent in English and Hindi; speak and understand Gujarati, Marathi and PunjabiCertified Financial Planner® designationPersonal Financial Planning designation.IIROC licensed Achievements: Twice Quarterly nominee for the CIBC Achievers award
Current workplace
Sunil Kumar, Cfp®'s current company
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12 roles
Sunil Kumar, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
Senior Financial Advisor- Cibc Imperial Service
Jan 2021 - Jun 2023
Financial Advisor
As an Imperial Service Advisor, I manage and grow portfolio of select CIBC Imperial Service clients, and help my clients to achieve their financial goals.
Jul 2017 - Jan 2021
Senior Fsr Investments
Mar 2016 - Jul 2017
Fsr Ii - (Accounts Manager)
Nov 2013 - Mar 2016
Senior Customer Service Representative
Mar 2010 - Nov 2013
Accounts Manager
Opening new chequing & saving accounts, registered & non-registered investment accounts, mortgages, credit cards, loans, lines of credit.Managed client accounts; marketed and promoted services; developed new businessSupervised foreign exchange transactions, international money transfers and provided International banking services with our Correspondent bank.Advised clients regarding new and existing non-resident accounts in India.Worked as Assistant Branch Manager, administered day-to-day operations, handled payroll for the branch with ADP.Supervised cash handling by tellers and was joint custodian for overnight cashTrained, supervised and appraised staff performance, participated in the hiring processResponsible for the compliance of the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) & other policies at branch level.
Dec 2006 - Oct 2009
Deputy Manager
Operational management of the branch, HRM as well as Business Development in Deposits, Advances. Also responsible for Compliance and Audit.
Mar 2006 - Nov 2006
Business Process Re-Engineering Team Member
Business Process Re-engineering Implementation Team) in State Bank of India, Local Head Office, team member responsible for successful implementation of various BPR initiatives of the Bank across the states of Maharashtra & Goa. Identifying suitable locations, providing infrastructure, selection and training of suitable officers for the new roles, continuous monitoring of performance and providing feedback.
Jun 2004 - Feb 2006
Probationary Officer
Joined the State Bank of India in April 2002, as Probationary Officer. Have experience in Retail Banking, Corporate Banking, Internet Banking, CRM and Credit, BPR & Branch management.
Apr 2002 - Apr 2004
Maintenance Engineer
D P Technologies Pvt. Ltd.
Worked as a Support Engineer for channel partner of Siemens India, dealing in HiComm Telecommunication systems.
Jan 2001 - Feb 2002
5 education records
Sunil Kumar, Cfp® education
Canadian Securities Course, Financial Planning And Services
Canadian Securities Institute
Canadian Investments Funds Course, 91%
Ifse
Csi, Ific, 89 %
Canada Securities Institute
Bachelor Of Engineering (Be), Engineering, First Class With Distinction
Personal Financial Planner Pfp®
Canadian Securities Institute
FAQ
Frequently asked questions about Sunil Kumar, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sunil Kumar, Cfp® work for?
Sunil Kumar, Cfp® works for TD.
What is Sunil Kumar, Cfp®'s role at TD?
Sunil Kumar, Cfp® is listed as Senior Financial Planner at TD.
What is Sunil Kumar, Cfp®'s email address?
AeroLeads has found 1 work email signal at @yahoo.ca for Sunil Kumar, Cfp® at TD.
Where is Sunil Kumar, Cfp® based?
Sunil Kumar, Cfp® is based in Greater Vancouver Metropolitan Area, Canada while working with TD.
What companies has Sunil Kumar, Cfp® worked for?
Sunil Kumar, Cfp® has worked for Td, Cibc, Rbc, Sbi Canada Bank, and State Bank Of India.
How can I contact Sunil Kumar, Cfp®?
You can use AeroLeads to view verified contact signals for Sunil Kumar, Cfp® at TD, including work email, phone, and LinkedIn data when available.
What schools did Sunil Kumar, Cfp® attend?
Sunil Kumar, Cfp® holds Canadian Securities Course, Financial Planning And Services from Canadian Securities Institute.
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