Financial Planner | Investment & Retirement Planning@ BMO
Richmond Hill, Ontario, Canada
Nasir Ahmed, CFP® PFP® BA
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University of Toronto
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FlashIntel GPTNasir Ahmed, CFP(r) PFP(r) BA is a highly experienced financial planner with over 25 years of work experience. He is currently working at BMO in Richmond Hill, Canada, where he focuses on understanding customer needs and building innovative solutions. Nasir is known for his ability to manage high-value clients and provide exceptional service to their financial needs. He has a strong entrepreneurial environment and is seeking personal growth in education, knowledge, and a career path in wealth management and P&C Canada/US.
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About
At BMO, we believe that understanding our customer’s evolving needs and building innovative solutions through our expertise are key to a successful career in financial planning. We are expanding! • Work in a branch environment managing a portfolio of high-value clients, ensuring wealth management customers experience exceptional service and have their financial needs met • Experience an exciting, entrepreneurial environment supported by dedicated coaches and associates • Potential for personal growth in education, knowledge and a career path in wealth management and P&C Canada/US
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Financial Planner | Investment & Retirement Planning
Financial Services
Nasir Ahmed, CFP® PFP® BA's Professional Milestones
- Financial Planner | Investment & Retirement Planning (2004-05-01~2011-10-01): Developing comprehensive financial strategies to maximize investment and retirement returns for clients.
- Associate (2001-01-01~2004-05-01): Collaborated with various teams to deliver exceptional teamwork and achieve project milestones.
Education
Certification
Colleagues
Jennifer Grant, PMP, CSPO, CSM
Product Owner
Dona Simpson
product owner | senior business systems analyst
Vishakha Pandey
Digital Product Owner | Results And Success Coach
Anit Lahoty
business analyst | digital product owner | fintech partnerships | co-lending | buy now pay later
Gagan S.
agile product owner | csm | cspo | product owner | banking | healthcare
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Nasir Ahmed, CFP® PFP® BA works for BMO
Nasir Ahmed, CFP® PFP® BA's role in BMO is Financial Planner | Investment & Retirement Planning
Nasir Ahmed, CFP® PFP® BA works in the industry of Financial Services
Nasir Ahmed, CFP® PFP® BA's colleagues are Jennifer Grant, PMP, CSPO, CSM,Dona Simpson,Vishakha Pandey
Nasir Ahmed, CFP® PFP® BA's latest job experience is Financial Planner | Investment & Retirement Planning at BMO
Nasir Ahmed, CFP® PFP® BA's latest education in University of Toronto
