Abhinay Kumar Email
Financial Planner Investment and Retirement Planning @ BMO
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Abhinay Kumar Location
- Kelowna, BC, CA
Abhinay Kumar Work
- 2022 -now Financial Planner Investment and Retirement Planning @
- 2018 -2022 Financial Planner Investment and Retirement Planning @
- 2017 -2018 Financial Advisor @
- 2016 -2016 MCS @
- 2014 -2016 Financial Services Representative @
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 Institute 2017-2017
- Canadian securities courses
IFIC (Mutual funds)
2014-2014 - Centennial College
International Business Management (International Banking and Financial Support Services)
2011-2011 - Punjabi University
MBA FINANCE (FINANCE AND MARKETING)
2007-2009 - Punjabi University
Bachelor's degree (Bachelor of Commerce)
2005-2007 - FP CANADA
CFP PROFESSIONAL EDUCATION PROGRAM
2021 - FP CANADA
Introduction to professional ethics
2020
Abhinay Kumar Skills
- Financial Services
- Banking
- Credit
- Financial Analysis
- Retail Banking
- Customer Service
- Finance
- Loans
- Risk Management
- Investments
- Financial Reporting
- Microsoft Excel
- Supply Chain Management
- Sales
- Mortgage Banking
- Cross Selling
- Investment Banking
- Long Term Customer
- Long Term Customer Relationships
- Cash Handling Experience
- Branch Banking
- Sales Management
- Mutual Funds
- Financial Accounting
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 2 emails on RocketReach.
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