Chetan Sangwan
Personal Banker @TD
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WORK HISTORY
Personal Banker @TD
Oakville, ON, CA
As a Personal Banker, I provide clients with tailored investment solutions, lending options, and financial planning services. I assist in structuring mortgages, loans, and credit products while guiding clients on investment strategies such as mutual funds and retirement planning. My goal is to help clients achieve their financial objectives.
EDUCATION
D.A.V. Public School
Senior Secondary
Humber College
Postgraduate Degree
Conestoga College
Postgraduate Degree
Motilal Nehru College, University Of Delhi
Bachelor’s Degree
SKILLS
ABOUT CHETAN SANGWAN
Experienced finance professional with a strong background in banking operations, financial analysis, and client relationship management. Currently a Personal Banker at TD Canada Trust, I specialize in providing personalized financial solutions and exceptional customer service. Certified in the Canadian Securities Course (CSC) and skilled in mortgage underwriting, risk assessment, and digital banking education. Passionate about helping clients achieve their financial goals and fostering positive work environments. Let\'s connect!
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