Shashank Singh

Investment Specialist at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English Full professional proficiency
  • Hindi Full professional proficiency

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Credentials

  • Dealing with Special High Net Worth Client Situations
    Canadian Securities Institute
    Dec, 2021
    - Nov, 2024
  • Estate Planning for High Net Worth Clients
    Canadian Securities Institute
    Nov, 2021
    - Nov, 2024
  • Futures Licensing Course (FLC)
    Canadian Securities Institute
    Nov, 2021
    - Nov, 2024
  • Retirement Planning for High Net Worth Clients
    Canadian Securities Institute
    Nov, 2021
    - Nov, 2024
  • Certificate in Advanced Financial Advice
    Canadian Securities Institute
    Oct, 2021
    - Nov, 2024
  • Derivatives Fundamentals and Options Licensing Course (DFOL)
    Canadian Securities Institute
    Oct, 2021
    - Nov, 2024
  • Portfolio Management Techniques (PMT®)
    Canadian Securities Institute
    Sep, 2021
    - Nov, 2024
  • Advanced Investment Strategies (AIS)
    Canadian Securities Institute
    Aug, 2021
    - Nov, 2024
  • Certificate in Advanced Investment Advice
    Canadian Securities Institute
    Aug, 2021
    - Nov, 2024
  • Wealth Management Essentials (WME®) for Investment Managers
    Canadian Securities Institute
    Aug, 2021
    - Nov, 2024
  • Certificate in Financial Services Advice
    Canadian Securities Institute
    Jul, 2021
    - Nov, 2024
  • Conduct and Practices Handbook Course (CPH®)
    Canadian Securities Institute
    Jun, 2021
    - Nov, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute
    Apr, 2021
    - Nov, 2024
  • Investment Management Techniques (IMT®)
    Canadian Securities Institute
    Mar, 2021
    - Nov, 2024
  • Practice Management in High Net Worth Segment
    Canadian Securities Institute
    Jan, 2021
    - Nov, 2024
  • The Aspire Edge: Business Skills for Financial Services
    Toronto Finance International
    Nov, 2020
    - Nov, 2024
  • Academic Integrity
    Seneca College
    Oct, 2020
    - Nov, 2024
  • Excel Skills for Business: Intermediate I
    Coursera
    Sep, 2020
    - Nov, 2024
  • Excel Skills for Business: Essentials
    Coursera Course Certificates
    Aug, 2020
    - Nov, 2024

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Investment Specialist
      • Dec 2022 - Present

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Personal Banking Associate
      • Jan 2022 - Dec 2022

  • A.Automovers
    • Lucknow, Uttar Pradesh, India
    • Sales Accountant
      • Jan 2019 - Jun 2019

      Arranging receipts, documents for relaying timely data within 48 hours to head office. Facilitated reviewing and testing the accuracy and completeness of accounts reducing mathematical errors by 10%. Accomplished 100% success in issuing financial statements, via implementing a careful and organized formation protocol. Reviewed online transactions for changes and accuracy thereby ensuring posting of all transactions to the ledgers within 8 hours. Create invoices for customers averaging $48,000 monthly. Show less

  • Tata Motors
    • India
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Sales Assistant
      • Jul 2018 - Nov 2018

      Reduced development costs by 10% by creating a plan to merge related products into one, more streamlined product. Communicate client’s business requirements by constructing data and process models increasing the efficiency of relayed data by 15%. Creating window and wall displays thereby increasing product awareness by 20%. Customer service and value-adding through custom sales plans and bringing in $6,000 in monthly revenue. Proposed solution and joined a team to solve number one cause of customer complaints and completed project 1 month ahead of time. Collaborated with a team in a commission-based sales environment. Show less

Education

  • Seneca College
    Financial Planning Graduate Certificate, Accounting and Finance
    2020 - 2021
  • Algoma University
    Graduate Certificate in Business, Business/Commerce, General
    2019 - 2020
  • University of Lucknow
    Bachelor of Commerce - BCom, Business/Commerce, General
    2015 - 2018

Community

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