Jaspreet Multani Location
- Whitby, ON, CA
Jaspreet Multani Work
- 2025 -now Senior Financial Advisor @
- 2020 -2025 Financial Advisor @
- 2016 -2020 Senior Financial Services Representative @
- 2012 -2016 Financial Service Representative @
- 2008 -2011 Investment Advisor @ First Leaside Securities Inc
- 2006 -2008 Client Relations @ F.L. Securities Inc
- 2005 -2006 Customer Services Representative @ Telespectrum - Toronto
Jaspreet Multani Education
- Guru Nanak Dev University - Punjab 2001-2004
Jaspreet Multani Skills
- Financial Planning
- taxation
- Inside Sales
- Investment Advisory
- Investments
- Mutual Funds
- Insurance
- Equities
- Options
- CRM
- Wealth Management
- Relationship Management
- Mortgage Lending
- Home Equity Loans
- Bridge Loans
- Student Loans
- Investment Property Loans
- Management
- Portfolio Management
- Strategic Financial Planning
- Customer Relationship Management (CRM)
- Customer Relationship Management Crm
- Social Media
- Accounting
- Strategic Planning
- Microsoft Office
- Microsoft Word
- Public Relations
- Customer Relationship Management
Jaspreet Multani Summary
- Jaspreet Multani, based in Whitby, ON, CA, is currently a Senior Financial Advisor at CIBC. Jaspreet Multani brings experience from previous roles at CIBC and First Leaside Securities Inc. Jaspreet Multani holds a 2001 - 2004 Guru Nanak Dev University - Punjab. With a robust skill set that includes Financial Planning, taxation, Inside Sales, Investment Advisory, Investments and more. Jaspreet Multani has 2 emails on RocketReach.
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