Shibin Stephen
Wealth Operations Analyst @TD
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WORK HISTORY
Wealth Operations Analyst @TD
Toronto, ON, CA
EDUCATION
Centennial College
Financial planning, Finance, General
Christ University, Bangalore
Bachelor of Commerce (Honours), Accounting and Finance
ABOUT SHIBIN STEPHEN
Working as a financial solutions specialist at CIBC, my objective is to aid a large base of clients to benefit from making sound investment decisions that suits their individual risk appetite.My education is a combination of a bachelors\' in Commerce and a Financial Planning graduate certificate program from Centennial college, which has provided me with the soft and hard skills required to be successful in my role. In India, I worked as a fraud team lead supervising a team of 14 investigators and a fraud risk investigator with Amazon India while predominantly analyzing files of American and Canadian clients. I have been awarded multiple commendations for my exceptional client service while addressing client concerns and their chargeback requests via phone and email correspondence. My objective is to build a large portfolio of clients to provide financial services to in a chartered bank in Canada. Expertise:*Financial Planning*Estate & Tax Planning*Life Insurance*Financial Accounting*Risk Analysis (Fraud)*Training & Mentoring*Data AnalysisCertifications awarded:Canadian Securities Course (CSC)- August 2021Risk Management & Estate Planning (CIFP)- August 2021Life License Qualification Program (LLQP)- May 2021.
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