Nikhil Goel
About Nikhil Goel
Nikhil Goel is an Associate at CIBC's Premium Edge in Toronto, Ontario, Canada, with a background in finance and investment management.
Title at CIBC
Nikhil Goel holds the title of Associate, Premium Edge at CIBC since 2021. His role involves contributing to the premium edge services in Toronto, Ontario, Canada.
Previous Positions at CIBC
Before his current position, Nikhil Goel worked in various roles at CIBC. He served as an Investment Representative from 2020 to 2021 for 10 months, a Senior Financial Services Representative from 2019 to 2020 for 10 months, a Financial Services Representative from 2018 to 2019 for 1 year, and a Customer Service Representative from 2017 to 2018 for 1 year.
Early Career
Nikhil Goel began his career at Veena Pustakalaya, where he worked as a Business Manager from 2008 to 2013 for 5 years in India. He later moved to Goyal Mintri & Associates as an Associate Accountant from 2015 to 2016 for 1 year in New Delhi, India. Additionally, he held a position at ICICI Prudential Life Insurance Company Limited as a Financial Services Consultant from 2016 to 2017 for 9 months.
Education and Qualifications
Nikhil Goel completed his undergraduate studies at Delhi University, earning a Bachelor of Commerce (BCom) in Accounting and Finance from 2013 to 2016. He furthered his education at Lambton College, where he achieved a Postgraduate Certificate in Financial Planning and Wealth Management from 2017 to 2018. He also possesses an IIROC license, a certification for investment professionals in Canada.
Skills and Expertise
Nikhil Goel has developed expertise in ethical decision making, which is crucial in the investment management industry. He is known for his strong leadership skills, essential for managing investment portfolios and teams. His proficiency in time management enables him to balance multiple client portfolios and responsibilities effectively.