Aahil Panjwani, Cfcs, Cfsa
About Aahil Panjwani, Cfcs, Cfsa
Aahil Panjwani is a Universal Banker at CIBC, holding CFCS and CFSA designations, with a background in financial services, sales, and accounting.
Title
Aahil Panjwani holds the title of Universal Banker at CIBC, a role he has been in since 2021.
Professional Experience
Aahil Panjwani currently works at CIBC as a Universal Banker, focusing on client engagement with mobile and online banking solutions. Previously, he served as a Financial Service Advisor at Experior Financial Group in Vaughan, Ontario, for 3 months in 2020. He also worked at 7-Eleven in Toronto, Ontario, as a Certified Sales Associate from 2020 to 2021. Furthermore, he has experience as an Accounting and Taxation Assistant at J Harkisondas Co. in Vadodara, India, and as a Research Project Intern at Gujarat State Fertilizers & Chemicals Limited.
Education and Expertise
Aahil Panjwani boasts a diverse educational background in finance and financial management. He holds two graduate certificates from Seneca College in Financial Forensics and Fraud Investigation, and Financial Planning and Services. Additionally, he achieved a Mutual Fund Distributor certification from the National Institute of Securities Markets in 2019, and a Diploma in Security Analysis and Portfolio Management from The Maharaja Sayajirao University of Baroda, where he also earned his Bachelor of Business Administration (BBA).
Certifications and Licenses
Aahil Panjwani is a Certified Financial Crime Specialist (CFCS) and Certified Financial Services Advisor (CFSA). He holds several professional licenses including IFIC, LLQP, and investment-related licenses, allowing him to provide comprehensive financial advice and services.
Specializations
Aahil Panjwani specializes in growing clients' net worth while mitigating financial risks. He offers guidance on various financial products such as TFSAs, RRSPs, RRIFs, GICs, and mutual funds. His expertise enables him to develop forward-looking financial plans that align with clients' specific priorities.