Deepak Bansal

Deepak Bansal

Marketing Assistant

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location of Deepak BansalCanada

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  • Timeline

  • About me

    Mortgage Broker | I help people build wealth through real estate. Specializing in financing for First-Time Buyers, Self-Employed, New to Canada, Investors and Borrowers with credit challenges.

  • Education

    • Canadian Securities Institute

      2005 - 2006
      Personal Financial Planner Finance

      Learned strategies on how to best serve clients' individual needs through financial planning.Gained comprehensive knowledge of the Canadian financial planning and advice space.Formulated effective approaches to establishing deeper client relationships built upon trust, credibility and superior performance.

    • Canadian Securities Institute

      2007 - 2007
      Branch Compliance Officer Finance

      Supervise mutual funds sales representatives. Met requirements for the MFDA rules for a branch manager. Acquired the competencies to effectively manage and supervise all aspects of a financial institution's mutual fund dealings within an operating branch. Gain the skills and knowledge to coordinate and administer compliance requirements and deal directly and efficiently with clients.

    • Canadian Securities Institute

      2003 - 2005
      Canadian Securities Course Finance

      The CSC® is a baseline regulatory requirement to perform securities, mutual fund and alternative funds transactions in many financial services positions.

    • Seneca Polytechnic

      2009 - 2010
      Mortgage Broker Program Finance
    • University of Toronto

      2000 - 2004
      Bachelor's Degree Economics
  • Experience

    • BMO Capital Markets - Nesbitt Burns

      Jan 2003 - Apr 2003
      Marketing Assistant
    • Scotiabank

      Sept 2003 - Jan 2009

      Implemented Cash Management Services to the 23 countries across the Caribbean and Latin America in which Scotiabank has its presence.

      • Manager of Personal Banking, BCO

        Nov 2007 - Jan 2009
      • Assistant Manager, Cash Management Services - International Banking

        Nov 2006 - Nov 2007
      • Financial Advisor, PFP

        Nov 2005 - Nov 2006
      • Senior Personal Banking Officer

        Sept 2003 - Oct 2005
    • The Mortgage Practice - VERICO

      Dec 2008 - Jul 2011
      Regional Vice President - Business Development
    • VERICO Canada

      Jan 2009 - Jan 2010
      Mortgage Agent
    • Dominion Lending Centers

      Jul 2011 - now
      Mortgage Broker
    • Canadian Association of Accredited Mortgage Professionals (CAAMP)

      Jan 2014 - Dec 2014
      Committee Member, CAAMP Communications Committee
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Deepak Bansal
      2018 Executive Award Dominion Lending Centres Feb 2019 Awarded to the top 20% of all DLC Brokers Nationally.
    • Awarded to Deepak Bansal
      2017 Executive Award Dominion Lending Centres Feb 2018 Awarded to the top 20% of all DLC Brokers Nationally.
    • Awarded to Deepak Bansal
      2016 Executive Award Dominion Lending Centres Feb 2017 Awarded to the top 20% of all DLC Brokers Nationally.
  • Volunteer Experience

    • Ride Volunteer

      Issued by Heart and Stroke Foundation on Jun 2014
      Heart and Stroke FoundationAssociated with Deepak Bansal
    • Ride Volunteer

      Issued by Heart and Stroke Foundation on Jun 2013
      Heart and Stroke FoundationAssociated with Deepak Bansal
    • Build Site Volunteer

      Issued by Habitat for Humanity Toronto on Jan 2013
      Habitat for Humanity TorontoAssociated with Deepak Bansal
    • Climb Volunteer

      Issued by United Way of Greater Toronto on Oct 2011
      United Way of Greater TorontoAssociated with Deepak Bansal
    • Walk Volunteer

      Issued by Canadian Breast Cancer Foundation on Aug 2009
      Canadian Breast Cancer FoundationAssociated with Deepak Bansal
    • Virtual Ride Volunteer

      Issued by Heart & Stroke on Jun 2020
      Heart & StrokeAssociated with Deepak Bansal