Rajesh Patel

Rajesh Patel is an experienced financial services professional with a background in customer service and banking. Currently serving as an Associate Financial Advisor at CIBC since October 2022, Rajesh previously held roles at Cash Money, including Shift Manager and Financial Services Representative, where a strong focus on member satisfaction and service excellence was demonstrated. Prior experience as a Sales Supervisor and Customer Service Representative at Mac's Convenience Stores Inc. involved inventory management and efficient transaction handling. Earlier roles at ICICI Bank as a Personal Banking Advisor centered on customer engagement and problem resolution. Rajesh holds a Canadian Securities Course credential from the Canadian Securities Institute and degrees in Global Business Management from Mohawk College and in Accounting and Finance from Gujarat University.