Zeeshan Janmohamed

Wealth Advisor at ShariaPortfolio Canada Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Vaughan, Ontario, Canada, CA
Languages
  • English Native or bilingual proficiency
  • Kiswahili Native or bilingual proficiency
  • Urdu Native or bilingual proficiency
  • Kutchi Native or bilingual proficiency
  • Arabic Limited working proficiency
Skills

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Bio

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Credentials

  • Advanced Investment Strategies
    Canadian Securities Institute
    Oct, 2023
    - Sep, 2024
  • Wealth Management Essentials (WME®)
    Canadian Securities Institute
    Dec, 2021
    - Sep, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute
    Jul, 2021
    - Sep, 2024
  • Conduct and Practices Handbook Course (CPH®)
    Canadian Securities Institute
    Jul, 2021
    - Sep, 2024
  • Lean Six Sigma White Belt Certification
    TD
    Mar, 2020
    - Sep, 2024
  • Passed CFA Level I Exam
    CFA Institute
    Dec, 2016
    - Sep, 2024
  • Investment Funds in Canada (IFC)
    Canadian Securities Institute
    Oct, 2016
    - Sep, 2024

Experience

  • ShariaPortfolio Canada Inc.
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Wealth Advisor
      • Oct 2023 - Present
  • RBC Dominion Securities
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Investment & Wealth Advisor
      • Sep 2021 - Sep 2023
  • TD
    • Pakistan
    • Technology, Information and Media
    • 1 - 100 Employee
    • Senior Business Analyst, Business Innovation, Wealth Management
      • Jan 2020 - Aug 2021

    • Senior Analyst, Mutual Funds, Wealth Management
      • Mar 2019 - Jan 2020

    • Analyst, FX Capital Markets Operations, TD Securities
      • Feb 2017 - Feb 2019

    • Mutual Funds Representative
      • Aug 2016 - Feb 2017

    • Associate, PBP Finance
      • May 2016 - Aug 2016

    • Associate, Product Management
      • May 2015 - Aug 2015
    • Associate, Acquisition and Sales Management
      • May 2014 - Aug 2014
  • Symphony Senior Living Inc
    • Junior Financial Analyst
      • May 2013 - Aug 2013
  • Venterra Realty
    • United States
    • Real Estate
    • 300 - 400 Employee
    • Accounting Assistant
      • Feb 2011 - Aug 2011

      • Co-op / Summer Internship • Co-op / Summer Internship

Education

  • University of Warwick - Warwick Business School
    Coventry, UK - (Rotman Commerce - B.Com.), Accounting and Finance
    2014 - 2015

Community

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