Jerin Chacko

Jerin Chacko

Account Executive

Followers of Jerin Chacko223 followers
location of Jerin ChackoToronto e Região, Canadá

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  • Timeline

  • About me

    Associate Planner at TD Wealth Financial Planning

  • Education

    • Mohawk College

      2018 - 2018
      International Business
    • Cambrian College

      2017 - 2017
      Non-Profit/Public/Organizational Management
    • Mahatma Gandhi University

      2013 - 2016
      Bachelor's degree Physics
  • Experience

    • Insight

      Aug 2019 - Jul 2020
      Account Executive

      Analyzes and manages IT infrastructure of corporate accounts in collaboration with IT directors by proposing hardware and software solutions and services. Maintaining strong relationship with multiple vendor BDM's, price negotiations and qualifying potential prospects forms a major part of the responsibility. In addition, does IT consulting for clients by involving the best technical resource.

    • CURO Financial Technologies Corp

      Dec 2020 - Dec 2021
      Financial Services Representative

      Delivering financial advice to clients regarding debt management, credit loans, loan payments & other financial services. Providing excellent customer service by offering a wide range of financial products to clients face to face and over the phone.

    • CIBC

      Jul 2022 - Oct 2023
      Financial Services Representative

      Assisting personal and business clients in achieving financial goals by providing financial advice. Also managing bank opertional activites in accordance with the compliance regulations and risk management policies.

    • TD

      Oct 2023 - now
      Associate Planner

      Delivering high level of financial planning and advice to mass affluent clients to help them achieve their investment and retirement goals. The holistic approach of financial planning involves an in-depth analysis of a client's total net worth, tax strategies, wealth protection and legacy.

  • Licenses & Certifications

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Jan 2022
      View certificate certificate
    • Wealth Management Essentials

      Canadian Securities Institute
      Jan 2024
    • Certificate in Advanced Financial Advice

      Canadian Securities Institute
      Jan 2024
      View certificate certificate
    • Conduct and Practices Handbook Course (CPH)

      Canadian Securities Institute
      Jan 2023
      View certificate certificate