Preeti Salaria
About Preeti Salaria
Preeti Salaria is a Financial Services Representative at CIBC in Toronto, Ontario, with a background in logistics, sales, and finance.
Current Title and Role at CIBC
Preeti Salaria currently works as a Financial Services Representative at CIBC in Toronto, Ontario. In this role, she specializes in introducing clients to mobile banking applications, thereby enhancing their ability to manage banking needs on-demand. She started this position in 2018. In addition to her primary duties, she actively participates in promoting and outreach activities to demonstrate value to clients and their communities. She collaborates with Investments and Lending partners to provide comprehensive financial solutions and refers potential clients to Imperial Service for tailored financial advice.
Previous Experience in Logistics and Sales
Prior to her current role, Preeti Salaria was employed at Kuehne + Nagel as a Logistics Coordinator/Auditor from 2017 to 2018 in Mississauga. During this 1-year tenure, she was responsible for auditing and logistics coordination. In 2017, she also worked as a Sales Representative at Rogers Communications in Brampton for 2 months, where she focused on sales and customer interactions. Additionally, she briefly served as a Cashier at Indian Foodland in Brampton for 3 months in the same year.
Financial and Sales Roles in India
Preeti Salaria's career in India includes a variety of roles focused on finance and sales. From 2015 to 2016, she worked as a Sales Executive at HDFC Bank for 6 months and as a Life Insurance Agent at LIC for 1 year in the New Delhi Area. She also has experience as a Business Analyst at Dwarka Traders from 2014 to 2015, where she worked for 10 months.
Educational Background in Finance and Commerce
Preeti Salaria holds a PG Diploma in Financial Planning and Wealth Management from Lambton College, completed between 2017 and 2018. She earned her Bachelor of Commerce (BCom) degree from Delhi University, where she studied Commerce from 2012 to 2015. Additionally, she has completed courses at the Canadian Securities Institute and Computec, receiving certificates in Investment Funds in Canada and Professional Accountancy and Taxation, respectively. She has also completed the Conduct & Practices Handbook course, which is crucial for understanding ethical and professional standards in the financial industry.