Abhinay Kumar Location
Kelowna, BC, CA
Abhinay Kumar Work
- 2022 - now Financial Planner Investment and Retirement Planning @ BMO
- 2018 - 2022 Financial Planner Investment and Retirement Planning @ BMO Transportation Finance
- 2017 - 2018 Financial Advisor @ E-Logic Info Tech Ltd
- 2016 - 2016 MCS @ E-Logic Info Tech Ltd
- 2014 - 2016 Financial Services Representative @ E-Logic Info Tech Ltd
Abhinay Kumar Education
- Canadian Securities Institute
CSE (Investments and Securities)
2016 - 2019 - Canadian Securities Institute
(Financial planning level 1 and 2)
2018 - 2018 - Canadian Securities Institute2017 - 2017
- Canadian securities courses
IFIC, Mutual funds (Mutual funds)
2014 - 2014 - Centennial College
International Business Management , International Banking and Financial Support Services (International Banking and Financial Support Services)
2011 - 2011 - Punjabi University
MBA FINANCE , FINANCE AND MARKETING (FINANCE AND MARKETING)
2007 - 2009 - Punjabi University
Bachelor's degree, Bachelor of Commerce (Bachelor of Commerce)
2005 - 2007 - FP CANADA
CFP PROFESSIONAL EDUCATION PROGRAM
2021 - FP CANADA2020
Abhinay Kumar Skills
- Financial Services
- Banking
- Credit
- Financial Analysis
- Retail Banking
- Customer Service
- Finance
- Loans
- Risk Management
- Investments
Abhinay Kumar Summary
Abhinay Kumar, based in Kelowna, BC, CA, is currently a Financial Planner Investment and Retirement Planning at BMO. Abhinay Kumar brings experience from previous roles at Bank of Montreal and TD. Abhinay Kumar holds a 2016 - 2019 CSE in Investments and Securities @ Canadian Securities Institute. With a robust skill set that includes Financial Services, Banking, Credit, Financial Analysis, Retail Banking and more. Abhinay Kumar has 1 emails on RocketReach.
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