Shahria Zahan
Financial Planner @TD
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WORK HISTORY
Financial Planner @TD
Winnipeg, MB, CA
Identify client\'s life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services- Conducting reports and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices- Contributing to team and department goals while strengthening customer service and dedication- Monitoring service, productivity and assess efficiency and implement continuous improvements- Maintaining a culture of risk management and control, supported by aligned risk appetite
EDUCATION
University of Manitoba
Bachelor of Science - BS, Mathematics and Statistics
CFA Institute
CFA Level 1
IFSE Institute
Canadian Investment Funds Course (CIFC English)
ABOUT SHAHRIA ZAHAN
Financial Planner at TD Wealth Financial Planning | B.Sc. Mathematics & Statistics (University of Manitoba)| CSC, CPH, CFSA | CFP® Candidate | Helping clients build and protect their financial future through thoughtful advice and long-term planning.
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