Yash B.
Account Manager at CUMIS- Claim this Profile
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Gujarati Native or bilingual proficiency
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Hindi Full professional proficiency
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English Professional working proficiency
Topline Score
Bio
Sorin Dibos
Yash is an experienced mortgage specialist having worked for multiple years in senior advisory positions. I recommend him to anyone interested in a mortgage!
Krystyn Miller
Yash is a not only highly motivated himself as an individual, but does a fantastic job earning respect as a Leader. He is someone you can always rely on. He has a top performer skill set with clientele. He easily earns trust through being relatable, dedicated and knowledgeable in his position.
Sorin Dibos
Yash is an experienced mortgage specialist having worked for multiple years in senior advisory positions. I recommend him to anyone interested in a mortgage!
Krystyn Miller
Yash is a not only highly motivated himself as an individual, but does a fantastic job earning respect as a Leader. He is someone you can always rely on. He has a top performer skill set with clientele. He easily earns trust through being relatable, dedicated and knowledgeable in his position.
Sorin Dibos
Yash is an experienced mortgage specialist having worked for multiple years in senior advisory positions. I recommend him to anyone interested in a mortgage!
Krystyn Miller
Yash is a not only highly motivated himself as an individual, but does a fantastic job earning respect as a Leader. He is someone you can always rely on. He has a top performer skill set with clientele. He easily earns trust through being relatable, dedicated and knowledgeable in his position.
Sorin Dibos
Yash is an experienced mortgage specialist having worked for multiple years in senior advisory positions. I recommend him to anyone interested in a mortgage!
Krystyn Miller
Yash is a not only highly motivated himself as an individual, but does a fantastic job earning respect as a Leader. He is someone you can always rely on. He has a top performer skill set with clientele. He easily earns trust through being relatable, dedicated and knowledgeable in his position.
Credentials
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Critical Thinking for Better Judgment and Decision-Making
LinkedInAug, 2021- Nov, 2024 -
Registered Financial and Retirement Advisor
The Canadian Institute of Financial PlanningJan, 2019- Nov, 2024 -
Mutual Fund Representative
Alberta Securities CommissionJun, 2017- Nov, 2024 -
Investment Funds in Canada
IFSE InstituteJul, 2014- Nov, 2024
Experience
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CUMIS
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Canada
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Insurance
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200 - 300 Employee
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Account Manager
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Jan 2022 - Present
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Canadian Western Bank
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Canada
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Banking
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700 & Above Employee
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Account Manager
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Jul 2021 - Jan 2022
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SDI MARKETING, INC.
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United States
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Advertising Services
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1 - 100 Employee
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Sales Associate
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Nov 2020 - Jun 2021
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True North Mortgage
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Canada
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Financial Services
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100 - 200 Employee
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Mortgage Specialist
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Jun 2020 - Sep 2020
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Officer in charge
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Jan 2018 - Feb 2020
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Senior Financial Advisor
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Jun 2017 - Feb 2020
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Advantage Communications Inc.
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Outsourcing and Offshoring Consulting
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300 - 400 Employee
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Technical Support Representative
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Aug 2016 - May 2017
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CIBC
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Canada
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Banking
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700 & Above Employee
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Financial Advisor Rural - Imperial service
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Feb 2016 - Jul 2016
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Financial Advisor 5
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Aug 2014 - Feb 2016
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CIBC
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Canada
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Banking
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700 & Above Employee
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Financial Services Representative
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Jan 2014 - Jul 2014
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Education
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2019 - 2021
Canadian Institute of Financial Planning
Diploma of Education -
2022 - 2022
IFSE Institute
HLLQP -
2021 - 2022
FP Canada
Professional Ethics -
2017 - 2019
Canadian Institute of Financial Planning
Registered Financial and Retirement Advisor -
2011 - 2013
Centennial College
Ontario College Diploma -
2007 - 2010
St. joseph's Convent High School, valsad, India
High school diploma
Community
