Iftak Kabio
About Iftak Kabio
Iftak Kabio is a Senior Associate in Financial & Risk Ops Reporting at Wealthsimple, with extensive experience in financial operations and risk management.
Current Role at Wealthsimple
Since 2022, Iftak Kabio has been serving as a Senior Associate in Financial & Risk Ops Reporting at Wealthsimple in Toronto, Ontario, Canada. In this role, Iftak has played a pivotal part in developing scalable processes for third-party custodian reporting. Additionally, he assists with data migration projects from Oracle to dashboards and provides guidance in regulatory reporting standards like IIROC and OSC for external audit reviews.
Previous Experience at Aviso Wealth
Before joining Wealthsimple, Iftak Kabio worked as a Credit Officer at Aviso Wealth from 2019 to 2022 in Toronto, Ontario, Canada. During his tenure, he was responsible for credit-related functions, bringing valuable experience from his previous roles to enhance Aviso Wealth's financial operations.
Experience at Fidelity Investments
From 2016 to 2019, Iftak Kabio served as an Operations Representative at Fidelity Clearing Canada, a branch of Fidelity Investments. Here, he gained extensive experience in operational tasks within the financial sector, contributing to Fidelity's clearing services.
Educational Background
Iftak Kabio has a diverse educational background. He earned a Bachelor's degree in Finance from Concordia University, where he studied from 2009 to 2014. Additionally, he obtained an Associate's degree in Commerce from Marianopolis College between 2007 and 2009. Furthering his expertise, Iftak achieved a Certificate in Big Data Analytics from York University (2019-2020) and a Certificate in Risk Management from the University of Toronto (2022-2023).
Career Beginnings
Iftak Kabio's professional journey began with roles that laid the foundation for his career in finance and operations. In 2015, he worked as a Client Service Specialist at Tangerine for 7 months. Prior to that, he was a Tele-Underwriter at Canada Life from 2014 to 2015. These early roles helped him build a robust skill set in client service and underwriting, which he carried forward into his future positions.