Ishtpreet Mata
Financial Advisor at CIBC | Victoria, British Columbia, Canada
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Financial Advisor at CIBC in July 2024 to Present
Associate Financial Advisor at CIBC in July 2023 to June 2024
Sales Advisor at Best Buy in October 2020 to November 2023
Financial Services Representative at CIBC in August 2022 to June 2023
Client Relationship Manager at IIFL (India Infoline Group) in August 2017 to December 2019
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Thompson Rivers University, Postgraduate Degree, August 2026
Trinity Institute of Professional Studies (TIPS,Dwarka), Bachelor of Business Administration - BBA, August 2026
National Institute of Information Technology, Diploma, August 2026
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Personal Financial Planning
Client Relationship Strengthening
Long-term Customer Relationships
Structured Finance
Financial Structuring
Financial Planning
Retail Banking
Investment Planning
Mortgage Lending
Customer Relationship Management (CRM)
Financial Risk Management
Investment Strategies
Investment Management
Communication
Teamwork
Leadership
Customer Service
Financial Markets
Financial Analysis
Accounting
Auditing
Financial Accounting
Business Administration
Investments
Insurance
Financial Services
Options
Tally ERP
Microsoft Excel
Team Management
Management
Tax Provisions
Consumer Services
Home Equity Loans
Deposits
U.K. Financial Services Authority (FSA)
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Discover more about CIBCWhat is Ishtpreet Mata email address?
Email Ishtpreet Mata at [email protected] and [email protected]. This email is the most updated Ishtpreet Mata's email found in 2026.
How to contact Ishtpreet Mata?
To contact Ishtpreet Mata send an email to [email protected] or [email protected]. (updated on July 05, 2025)
What company does Ishtpreet Mata work for?
Ishtpreet Mata works for CIBC
What is Ishtpreet Mata's role at CIBC?
Ishtpreet Mata is Financial Advisor
What is Ishtpreet Mata's Phone Number?
Ishtpreet Mata's phone (416) ***-*371
What industry does Ishtpreet Mata work in?
Ishtpreet Mata works in the Banking industry.
Ishtpreet Mata Email Addresses
Ishtpreet Mata Phone Numbers
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