Sabahat N.

Client Associate @CI Financial

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2024 — Present

Client Associate @CI Financial

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Toronto, ON, CA

Supported advisor teams managing high-net-worth portfolios by executing trade requests, preparing client documentation, and liaising with custodians and fund companies. Ensured regulatory compliance and operational efficiency for investment-related client transactions.

EDUCATION

N/A

University of Toronto

Honours Bachelor of Arts

N/A

Narsee Monjee Educational Trust's - Jamnabai Narsee School

IBDP (International Baccalaureate Diploma Programme)

ABOUT SABAHAT N.

Hi, thanks for stopping by! I am a new graduate with a double major in Economics & Public Policy from the University of Toronto. I exercise my understanding of business, policy and community to build an enabling environment and help solve problems! I recently acquired my IFC license from the CSI and I am currently preparing for the CSC & CPH simultaneously. Let’s connect!

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Sabahat N. — Client Associate at CI Financial in Toronto, ON, CA | Unifers