Vivek Sareen
About Vivek Sareen
Vivek Sareen is a Financial Services Representative II at CIBC with extensive experience in the financial and security sectors, holding a Post Graduate Diploma in Financial Planning and Wealth Management from Lambton College.
Current Title and Position
Vivek Sareen is currently employed at CIBC as a Financial Services Representative II. He has been with the organization since 2022, bringing his expertise to the East York, Ontario, Canada, community. His role focuses on providing comprehensive financial services, including investment banking and credit planning. His recognized capabilities as a Mutual Funds Licensed representative contribute significantly to his position.
Previous Work Experience
Vivek Sareen has accumulated experience across various roles in the finance and security sectors. He served as a Client Advisor at RBC for six months in Scarborough, Ontario, and as a Junior Bookkeeper at Data Sar Inc. in Sarnia, Ontario, for three months. Additionally, he worked briefly as an Office Administrator at Anthony Ilango Lena Medicine Professional Corporation and as a Material Handler at Plasti-Fab Ltd. His diversified background provides a robust foundation in accounting, client advisory, and administrative functions.
Education and Certifications
Vivek Sareen holds a Post Graduate Diploma in Financial Planning and Wealth Management from Lambton College, obtained between 2019 and 2021. He also earned a Bachelor of Business Administration (BBA) degree from the University of Pune, graduating with First Class. Additionally, he is certified by the Canadian Securities Institute in Investment Funds in Canada, enhancing his qualifications in the financial sector.
Security Officer Roles
Alongside his financial services roles, Vivek Sareen has extensive experience in the security industry. He currently serves as a Security Officer at Paladin Security Group Ltd. in Toronto, Ontario. Previously, he held a similar position at Legendary Security Inc. in Sarnia, Ontario, for two months. His tenure in these roles highlights his versatility and commitment to safety and security in diverse settings.
Skills and Specializations
Known for his focus on investment banking and credit planning, Vivek Sareen excels in analyzing financial service products and client needs. He is goal-oriented and has a keen eye for details, which enhances his performance in the banking sector. His ability to work effectively in various communities within Toronto demonstrates his adaptability and client-centered approach.