Deep Enrich
Ishan M.
Financial Analysis Associate
763 followers
Greater Vancouver Metropolitan Area
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About me
Financial Advisor at RBC ; CFA institute- CIPM LEVEL 1 Candidate
Education
University of Mumbai
2011 - 2013High School CommerceUniversity of Mumbai
2013 - 2016Bachelor of Management Studies Finance
Thompson Rivers University
2018 - 2020Post Baccalaureate/graduation Finance
Experience
State Street
Jun 2016 - Sept 2017Financial Analysis Associate
Canadas Best Value Inn & Suites Kamloops
May 2018 - Jun 2019Customer Service and Operations SupervisorFull time - Summer and Winter Break
Wingate by Wyndham Kamloops
Jun 2019 - Dec 2020Customer Service Representative and operation supervisorFull time - Summer and Winter Break
RBC
Jan 2021 - nowFinancial Advisor
Dec 2024 - nowBanking Advisor
Jan 2022 - Nov 2024Client Advisor
Jan 2021 - Dec 2021
Licenses & Certifications
- View certificate
Overview of Financials in SAP S/4HANA - Record of Achievement
SAPAug 2025
- View certificate
Introduction to SQL with AI
DataCampNov 2025 - View certificate
Designated Financial Services Advisor (DFSA™)
Canadian Securities InstituteJan 2025 Introduction to SQL
DataCampJan 2025
SAP FICO S4HANA
UCPL Technologies - IndiaNov 2024- View certificate
Introduction to Power BI
DataCampAug 2025 - View certificate
Intermediate SQL
DataCampFeb 2025 - View certificate
Investment Funds in Canada (IFC)
Canadian Securities InstituteOct 2021 - View certificate
Verified International Academic Qualifications
World Education ServicesNov 2022 - View certificate
Certificate in Financial Services Advice
Canadian Securities InstituteJun 2024
Honors & Awards
- Awarded to Ishan M.2024 Q3 MVP for RBC New Westminster, East Vancouver and Burnaby Market RBC Aug 2024
- Awarded to Ishan M.2022 Q4 MVP for RBC BCI&N Market Royal Bank of Canada Dec 2022
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