Amit Kumar Mul Raj
Financial Planner- Imperial Services-mfda @CIBC
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WORK HISTORY
Financial Planner- Imperial Services-mfda @CIBC
Brampton, ON, CA
EDUCATION
Ryerson University
Certificate
Canadian Securities Institute
Personal Financial Service Advice
Canadian Securities Institute
Certificate
Canadian Securities Institute
Certificate in Financial Services Advice
ICFAI Business School
MBA
Canadian Securities Institute
Financial Planning II
DON BOSCO HIGH SCHOOL,BARODA
HSC
BJ Vanijya Mahavidyalaya, Vallabh Vidyanagar
BBA
ABOUT AMIT KUMAR MUL RAJ
Experienced financial advisor with over 16 years of dedicated service in branch banking, aspiring to transition into a comprehensive financial planning role. Holding an MBA and recognized as a Qualified Associate Financial Planner (QAFP), I am passionate about helping clients achieve their financial goals through personalized strategies and expert guidance. Alongside client-centric focus, I prioritize compliance adherence, ensuring that all solutions provided meet regulatory standards. Additionally, I take pride in coaching and mentoring team members to enhance their skills and knowledge, fostering a culture of continuous improvement. Specializing in wealth management, retirement planning, investment advisory, and risk management, I am committed to providing the highest level of service.
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