Simleen Kaur
About Simleen Kaur
Simleen Kaur is a Financial Services Representative II at CIBC with over 4 years of experience in the financial sector and a strong educational background in business and financial planning.
Title and Current Role
Simleen Kaur currently holds the position of Financial Services Representative II at CIBC. She has been in this role since 2021 and operates out of Ontario, Canada. In her capacity, she is responsible for addressing the financial needs of clients through various service offerings provided by CIBC.
Previous Roles
Before her current position, Simleen worked as a Client Service Representative at CIBC in Waterloo, Ontario, from 2020 to 2021. Prior to this, she served as an Audit Analyst at KPMG India in Noida from 2017 to 2019. She also gained early professional experience as a Summer Intern at I-SENS Biosensors India Pvt. Ltd. in 2016.
Educational Background
Simleen Kaur holds a Post Graduate Certificate in Administrative Business Management from Conestoga College, which she earned in 2021. In 2020, she completed another Post Graduate Certificate in Financial Planning Services from Conestoga College. Simleen also achieved a BA (Hons) in Business Economics from Delhi University, graduating in 2017.
Professional Credentials
In addition to her formal education, Simleen Kaur is certified with the Canadian Securities Course (CSC®). This certification supports her professional role by providing her with essential knowledge in securities and investment practices.
Work Experience and Expertise
Simleen Kaur has over 4 years of experience in the financial sector. At CIBC, she has consistently excelled, earning multiple KUDOS awards for her performance and professionalism. During her tenure at KPMG India, she contributed to various client engagements and statutory audit procedures, ensuring timely and quality deliverables. Her background in business economics has equipped her with strong analytical and presentation skills, further enhancing her professional capabilities.