Needhi Soni
Canada
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Needhi Soni’s Email needhi.soni@holliswealth.com
Social Media
Needhi Soni’s Location Canada
Needhi Soni’s Current Industry Cibc
Needhi Soni’s Prior Industry Scotiabank | Holliswealth | Solutions | Plan Ahead Wealth Advisors Pvt Ltd Add Meaning To Your Finances Add Time To Your Life | Circle Wealth Advisors
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Work Experience
Cibc
Associate Financial Advisor
2022-09-01 00:00:00 - PresentScotiabank
Financial Advisor
2019-10-01 00:00:00 - 2022-08-01 00:00:00Holliswealth
Assistant To The Advisor
2018-07-01 00:00:00 - 2018-10-01 00:00:00Solutions
Senior Financial Planner
2015-06-01 00:00:00 - 2017-10-01 00:00:00Plan Ahead Wealth Advisors Pvt Ltd Add Meaning To Your Finances Add Time To Your Life
Para Planner And Research Associate
2014-09-01 00:00:00 - 2015-06-01 00:00:00Circle Wealth Advisors
Client Service Executive
2013-07-01 00:00:00 - 2014-04-01 00:00:00