Nikhil Sareen
About Nikhil Sareen
Nikhil Sareen is a Financial Services Representative at CIBC with extensive experience in financial advising and planning.
Current Role at CIBC
Nikhil Sareen is serving as a Financial Services Representative at CIBC since 2021. His role involves assisting clients with their financial needs, including banking services, investment advice, and financial planning. Using his expertise in retirement and estate planning, Nikhil helps clients make informed decisions to secure their financial future.
Previous Experience at World Financial Group (WFG)
From 2019 to 2021, Nikhil Sareen worked as a Financial Advisor at World Financial Group (WFG). During his tenure, he gained experience in providing comprehensive financial advice, risk analysis, and portfolio balancing. His role involved helping clients achieve their financial goals through tailored financial strategies.
Workforce Analyst at HGS
Nikhil Sareen was a Workforce Analyst at Hinduja Global Solutions (HGS) in Ontario, Canada, from 2018 to 2021. In this role, he was responsible for workforce management, analyzing staffing needs, and ensuring operational efficiency. His analytical skills contributed to optimizing workforce deployment and enhancing service delivery at HGS.
Warehouse Supervisor at Fruiticana Produce
Nikhil Sareen served as a Warehouse Supervisor at Fruiticana Produce in British Columbia, Canada, from 2015 to 2018. His duties included overseeing warehouse operations, managing inventory, and ensuring the efficient handling of produce. This role provided him with valuable leadership experience and operational management skills.
Education and Financial Planning Certification
Nikhil Sareen has a Post Degree Diploma in Financial Planning from Douglas College, where he studied Finance and Financial Management Services from 2014 to 2015. In addition, he holds a CIFC license, a credential for financial service professionals in Canada. Nikhil is actively pursuing the Certified Financial Planner (CFP) designation to further enhance his expertise in financial advising.