Geetanjali Manoharan

5 Star Investment Specialist at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA

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Credentials

  • Derivatives Fundamentals and Options Licensing Course
    Canadian Securities Institute
    Feb, 2022
    - Sep, 2024
  • Core curriculum and Advanced curriculum (Retirement planning | Tax Planning | Estate Planning and Risk Management)
    The Canadian Institute of Financial Planning
    Apr, 2021
    - Sep, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute
    Mar, 2021
    - Sep, 2024
  • Life License Qualification Program (LLQP)
    IFSE Institute
    Dec, 2020
    - Sep, 2024
  • Conduct and Practices Handbook course
    Canadian Securities Institute

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • 5 Star Investment Specialist
      • Aug 2023 - Present

    • Investment Specialist
      • Sep 2021 - Present

  • EY
    • Entertainment Providers
    • 1 - 100 Employee
    • Tax Analyst
      • Jun 2019 - Mar 2020
  • ITC Limited
    • India
    • Manufacturing
    • 700 & Above Employee
    • Intern
      • May 2018 - Jun 2018
  • DropKaffe
    • India
    • 1 - 100 Employee
    • Intern
      • Apr 2017 - Jun 2017

Education

  • Centennial College School of Business
    Post Graduate in Financial planning, Finance, General
    2020 - 2021
  • St.Josephs College of Commerce, # 5031, Museum Road, Banglore 25. (Autonomous)
    Bachelor of Commerce, Industry Integrated
    2016 - 2019

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