Tips for new Canadians for financial services

Below are the TOP FIVE TIPS from the Canadian Securities Institute (CSI) to help new Canadians succeed in the Canadian financial services industry.

William Zeng from CSI, as well as senior tax manager Shamim Panchbhaya, MTI, CA, CFP, TEP, would be happy to share their experience and perspective on what newcomers interested in starting a financial services career in Canada should be prepared for and where they can start.

Possible discussion points include:
•Gaining Canadian experience and education
•Articulating one’s personal brand
•Creating a powerful resume
•Building a professional network
•Working with mentors and role models
•Learning about Canada’s financial services industry

William Zeng has over 10 years banking and securities industry experience in Canada and China. He received his BBA from Tianjin University, China and his MBA at Schulich School of Business of York University in Toronto. He holds CFA, CFP and FCSI designations and currently works as the Academic Director of CSI.

Shamim Panchbhaya, MTI, CA, CFP, TEP, is a Senior Tax Manager. She provides ongoing Canadian and US tax technical support and training to her bank’s business units, including estate and trust services. Shamim is a member of the CICA, the Canadian Tax Foundation, the Society of Trust and Estate Practitioners, and the Canadian Securities Institute (CSI)’s Taxation Committee. She is also a contributor to CCH’s 4th Edition of the Executor’s Handbook.