Ramil Handa

Senior Financial Planner @TD

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2023 — Present

Senior Financial Planner @TD

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EDUCATION

2004 — 2007

DAV College

Bachelor's Degree

2016 — 2016

Canadian Securities Institute

Canadian Securites Course

2007 — 2009

IBS, Bangalore

Master's Degree

N/A

Canadian Securities Institute

Wealth Management Essentials

N/A

Canadian Securities Institute

Conduct & Practice Handbook

SKILLS

Multilingual in Hindi, PunjabiRetail BankingTeamworkStrategic PlanningSalesRelationship ManagementMicrosoft ExcelMicrosoft OfficeTeam ManagementBranch BankingTeam LeadershipBusiness AnalysisCredit RiskFinancial AnalysisManagementCross SellingSocial MediaCustomer Relationship Management (Crm)Customer ServiceBusiness StrategyMisAccounting System and SoftwareBusiness DevelopmentFinanceBankingCash HandlingPortfolio ManagementGoal OrientedLeadership

ABOUT RAMIL HANDA

At TD Wealth Financial Planning, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We\'re here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life\'s transitions. With over 15 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has earned me the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer

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Ramil Handa — Senior Financial Planner at TD in Calgary, AB, CA | Unifers