Sameer Raina Email
Senior Investment Counsellor @ RBC PH&N Investment Counsel
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Sameer Raina Location
- Toronto, ON, CA
Sameer Raina Work
- 2026 -now Senior Investment Counsellor @
- 2020 -2026 Investment Counsellor @
- 2019 -2020 Associate Investment Counsellor @
- 2007 -2019 Financial Planner @
- 2004 -2007 Senior Financial Advisor @
- 2001 -2003 Sales Manager @
- 2000 -2001 Assistant Manager @ Birla Global Finance Ltd
- 1998 -1999 Key Accounts Executive @
- 1996 -1998 Management Trainee @
Sameer Raina Education
- University of Toronto
(Passing the CFA Exam)
2016-2019 - Savitribai Phule Pune University
MBA (Marketing)
1994-1996 - St. Xavier's College
B.Sc (Electronics)
1991-1994 - Kendriya Vidyalaya 1984-1991
- CFA Institute
(Investments and Securities)
- University of Toronto School of Continuing Studies
Sameer Raina Skills
- Mutual Funds
- Investments
- Private Banking
- Risk Management
- Financial Planners
- Estate Planning
- Credit Risk
- Investment Advisory
- ETFs
- Retail Banking
- Bonds
- Financial Planning
- Asset Management
- Residential Mortgages
- Financial Risk
- Trading
- Strategic Planning
- Financial Markets
- Group Benefits
- Loans
- Financial Services
- Investment Management
- Banking
- Relationship Management
- Financial Analysis
- Wealth Management
- Wealth Management Services
- Equities
- Employee Benefits
- Retirement Planning
- Alternative Investments
- Wealth
- Certified Financial Planner
- Investment Banking
- Securities
- Investment Strategies
- Strategic Financial Planning
- Training
- Portfolio Management
- Retirement
- Sales
- Accounting
- Insurance
- Mortgage Lending
- Asset Allocation
- Credit
- Commercial Banking
- Microsoft Office
- Finance
- Credit Analysis
- CRM
- Research
- Fixed Income
- Financial Advisory
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Sameer Raina Summary
- Sameer Raina, based in Toronto, ON, CA, is currently a Senior Investment Counsellor at RBC PH&N Investment Counsel. Sameer Raina brings experience from previous roles at RBC PH&N Investment Counsel, RBC and CIBC. Sameer Raina holds a 2016 - 2019 University of Toronto. With a robust skill set that includes Mutual Funds, Investments, Private Banking, Risk Management, Financial Planners and more. Sameer Raina has 1 emails on RocketReach.
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