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Shubham Sheth
Client Care Assistant at Canfin Financial Group of Companies
Postgraduate finance professional with investment analysis and wealth management expertise.
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Location
Ontario, Canada, CA
Bio
Generated by
Topline AI
Shubham Sheth is a finance professional with experience in investment analysis, wealth management, and team leadership. He holds a Postgraduate Degree in Financial Planning and Wealth Management from Lambton College and a Bachelor of Business Administration from Seshadripuram Commerce College. Shubham has worked as an Analyst at Northern Trust Corporation and has held various roles at Canfin Financial Group of Companies and Dollarama L.P.
Credentials
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Investment Funds in Canada (IFC)
Canadian Securities InstituteSep, 2023- Apr, 2026 -
McGill Personal Finance Essentials
McGill University - Desautels Faculty of ManagementApr, 2022- Apr, 2026
Experience
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Canfin Financial Group of Companies
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Toronto, Ontario, Canada
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Client Care Assistant
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Jan 2024 - Present
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Toronto, Ontario, Canada
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Canada
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Retail
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700 & Above Employee
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Assistant Team Lead
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May 2023 - Present
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Cashier
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Nov 2022 - May 2023
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Northern Trust Corporation
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Bengaluru, Karnataka, India
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Analyst
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Jul 2021 - Jul 2022
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Bengaluru, Karnataka, India
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Education
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2022 -Lambton College
Postgraduate Degree, Financial Planning and Wealth Management -
2017 - 2020
Seshadripuram Commerce College - India
Bachelor of Business Administration - BBA
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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