Sumera Babar
Senior Financial Planner- Investment & Retirement Planning @RBC Wealth Management
Etobicoke, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2021 — Present
Senior Financial Planner- Investment & Retirement Planning @RBC Wealth Management
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GTA, CA
EDUCATION
1999 — 2003
University of the Punjab, Lahore
Bachelor of Commerce (BCom)
2019
George Brown College
Financial Planning and Services
2003 — 2005
CDI College Toronto Canada
Graduation in Banking & Finance
SKILLS
Retail BankingRisk ManagementBankingBranch BankingCredit RiskPersonal PensionsRetirement PlanningFinancial AnalysisNew Business DevelopmentFinancial PlanningHolistic Financial PlanningSmall Business LendingRelationship ManagementJob CoachingWealth ManagementLeadership DevelopmentWealth Management ServicesMutual FundsIndependent Financial AdviceConsumer LendingFinanceMicrosoft WordCommercial LendingMortgage LendingMicrosoft ExcelPortfolio ManagementFinancial ServicesInvestmentsCommercial BankingCreditLoansManagementStrategic PlanningCredit Analysis
ABOUT SUMERA BABAR
Experienced Senior Financial Planner with a demonstrated history of working in the Banking industry. Skilled in Retirement Planning, Investment Planning, Estate Planning and Business Succession Planning. Convention Winner & IRP Rookie of the year 2019. Financial Planner Collaboration Award 2020. Convention Winner 2021.
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