Dev Verhwani
Mutual Fund Representative @CIBC
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WORK HISTORY
Mutual Fund Representative @CIBC
Toronto, ON, CA
Provide personalized investment advice aligned with clients’ financial goals and risk tolerance• Recommend and manage mutual fund portfolios to support long-term wealth growth• Conduct financial reviews and identify cross-selling opportunities• Ensure compliance with regulatory and suitability requirements• Build and maintain strong client relationships through proactive follow-ups• Support branch targets by driving investment sales and deepening client engagement
EDUCATION
Maharaja Sayajirao University of Baroda, Vadodara
Bachelor's degree, Business/Commerce, General
Humber College
Graduate Certificate, Global Business Management
ABOUT DEV VERHWANI
Results-driven banking professional with a proven track record in delivering client-focused financial solutions while safeguarding financial integrity. Currently serving as a Financial Services Representative at CIBC, I provide personalized guidance to clients, helping them achieve their financial goals with confidence and precision.Previously, I specialized in Identity Theft Response (ITR), investigating and resolving cases of identity fraud and strengthening preventive controls. This experience honed my skills in risk management, compliance, and fraud mitigation, providing a strong foundation for my ongoing pursuit of the ACAMS certification in Anti-Money Laundering.I have also completed the Investment Funds in Canada course and earned the Branch Manager Examination (BME) certification, enhancing my operational insight and leadership capabilities. Combining client service, compliance expertise, and strategic problem-solving, I am dedicated to delivering exceptional results while navigating the evolving financial and regulatory landscape.
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