Nika Khak Nejati
Financial Planners Client Service Associate @TD
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WORK HISTORY
Financial Planners Client Service Associate @TD
Calgary, AB, CA
EDUCATION
Bow Valley College
Certificate, Accounting Applications
University of Tehran
Master's degree, Accounting
Bow Valley College
Advanced Accounting Applications Certificate
University of Tehran
Master's degree, Accounting
University of Tehran
Bachelor's degree, Accounting
ABOUT NIKA KHAK NEJATI
As a Financial Planners’ Client Service Associate (CSA), I’m proud to support Financial Planners across the Prairies and Pacific region of Canada, ensuring smooth financial operations, accurate transactions, and exceptional client service. Working closely with planners has given me deep exposure to financial data, operational processes, and client-focused solutions, allowing me to contribute meaningfully to both team performance and client outcomes. My role often involves data reconciliation, generating financial reports, and ensuring operational accuracy — tasks that fuel my passion for data interpretation, process optimization, and driving business efficiency. I genuinely enjoy working with large datasets, identifying trends, and uncovering opportunities to improve workflow and efficiency. With a background in Financial Analysis and Investment Analysis, I’ve developed strong analytical skills that I continuously apply in my current role. I’m always eager to expand my knowledge in financial data analysis, operational reporting, and business insights to make a greater impact in financial services.
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