Dhruv Patel
Mortgage Renewals Specialist Anti-money Laundering Compliance @CIBC
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WORK HISTORY
Mortgage Renewals Specialist Anti-money Laundering Compliance @CIBC
Toronto, ON, CA
EDUCATION
Canadian Securities Institute
Investment Funds in Canada
Lambton College
Post graduation
The Maharaja Sayajirao University of Baroda
Bachelor of Commerce - BCom
ABOUT DHRUV PATEL
As a Graduate in Financial Planning & Wealth Management Program at Lambton College, I have enhanced my Financial and Accounting knowledge. My experience working as a Customer service representative has helped me develop skills that are essential to communicate with clients by actively listening and resolving conflicts effectively. My future goals are to be a Financial Advisor where I can advise individuals, families, and business owners on the best possible options to manage their funds by having regular review meetings to overcome their money stressors, make accurate financial decisions and save more towards their financial goals. I am confident that the sound knowledge about the financial industry along with Investment Funds in Canada (IFC) certification would be an advantage and make me a strong fit for a variety of organizations. I am diligent and motivated and would continue to seek growth and further development of my financial skillsets.
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