Rushali Sadani
Investment Specialist at BMO Wealth Management - Canada- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
CA
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Credentials
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Derivatives Fundamentals and Options Licensing (DFOL)
Canadian Securities InstituteFeb, 2023- Nov, 2024 -
Conduct and Practices Handbook Course (CPH®)
Canadian Securities InstituteOct, 2022- Nov, 2024 -
Estate and Risk Management
Canadian Institute of Financial PlanningApr, 2021- Nov, 2024 -
Canadian Securities Course (CSC®)
Canadian Securities InstituteMar, 2021- Nov, 2024 -
Life License Qualification Program
IFSE InstituteDec, 2020- Nov, 2024 -
Retirement Planning
Canadian Institute of Financial PlanningDec, 2020- Nov, 2024 -
Tax Planning
Canadian Institute of Financial PlanningDec, 2020- Nov, 2024 -
The Diplôme d'études en langue française DELF B1
République françaiseJul, 2018- Nov, 2024
Experience
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BMO Wealth Management - Canada
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Banking
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700 & Above Employee
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Investment Specialist
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Sep 2022 - Present
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Precise ParkLink
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Canada
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Facilities Services
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200 - 300 Employee
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Bilingual Customer Service Representative
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Jul 2021 - Sep 2022
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Bloomex Canada
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Canada
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Retail
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1 - 100 Employee
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Florist
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2021 - 2021
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Education
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Centennial College School of Business
Post Graduate Certificate, Strategic Management Accounting Specialization -
Centennial College School of Business
Post Graduate Certificate, Financial Planning and Services -
Gujarat University
Bachelor of Business Administration - BBA -
Alliance française d'ahmedabad
French Studies -
Hayakawa Japanese Language School & Cultural Center
Japanese Studies
Community
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