Vishruti (Vish) Sharma
About Vishruti (Vish) Sharma
Vishruti (Vish) Sharma is a Financial Services Representative at CIBC with a diverse background in customer service and finance, holding multiple certifications and a MicroMasters in Finance from MITx.
Title and Current Role
Vishruti (Vish) Sharma is currently a Financial Services Representative at CIBC, based in Winnipeg, Manitoba, Canada. Vish has been in this role since 2020, providing a range of financial services and advising clients on various financial products.
Previous Work Experience
Vish Sharma has diverse work experience across several industries. Formerly, Vish worked at Westoba Credit Union as a Member Service Representative from 2019 to 2020 in Winnipeg. In 2018, Vish held the role of an Accounting Intern at Value Partners Investments. Vish also has experience in customer service, having worked at the Toronto Transit Commission (TTC) and Greenwich Associates in 2017. Additionally, Vish served as a Customer Service Representative at Comark Inc. starting in 2018.
Education and Qualifications
Vish Sharma has pursued an extensive educational pathway, starting with a Bachelor of Commerce (B.Com.) from Panjab University, completed over three years from 2013 to 2016. Vish subsequently earned Post Graduation Certificates in Financial Planning from Centennial College School of Business (2017-2018) and in Applied Business Management from the University of Manitoba (2018-2019). Recently, Vish obtained a MicroMasters in Finance from MITx on edX (2021-2022). Additionally, Vish has completed the Canadian Securities Course (CSC), furthering knowledge in financial markets and investment products.
Language Proficiency and Client Communication
Vish Sharma is proficient in four languages: English, Hindi, Punjabi, and basic French. This linguistic capability greatly enhances Vish's ability to serve a diverse clientele, catering to various linguistic and cultural backgrounds, thereby improving communication and personalized service delivery.
Certified Financial Planning Skills
Holding a Financial Planning Certificate, Vish Sharma demonstrates a robust foundation in creating effective financial strategies for clients. This certification underpins Vish's role in advising clients on financial decisions, investment options, and strategic planning to achieve their financial goals.