Summary
Overview
Work History
Education
Skills
Certification
Timeline
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AMAN BRAR

Brampton,ON

Summary

Motivated and client-focused Financial Services Representative at CIBC with a strong foundation in delivering tailored financial solutions, promoting banking technologies, and supporting clients' personal and business financial goals. Brings over 2 years of prior experience as a Financial Advisor at Scotiabank, with a demonstrated ability to exceed sales targets, foster lasting client relationships, and contribute to business development. Known for detail-oriented service, effective communication, and a commitment to integrity and teamwork.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Services Representative

CIBC
01.2025 - Current
  • - Engaged with clients to assess financial needs and recommend suitable products including chequing, savings, credit, and investment solutions.
  • - Promoted the use of CIBC digital banking tools, enhancing client access and convenience.
  • - Identified opportunities for referrals to banking partners for mortgages, investments, and business banking.
  • - Delivered exceptional service through active listening, product knowledge, and personalized advice.
  • - Contributed to business growth through proactive outreach and client retention strategies.

Financial Advisor / Senior Financial Advisor

Scotiabank
09.2022 - 09.2024
  • - Delivered customized financial planning and investment advice, helping clients achieve short- and long-term goals.
  • - Built strong client relationships through proactive outreach and community engagement.
  • - Exceeded individual sales targets and contributed to branch performance metrics.
  • - Educated clients on mobile and online banking tools, simplifying their day-to-day financial management.
  • - Conducted portfolio reviews and advised on investment diversification and risk mitigation.

Shift Manager

Popeyes Louisiana Kitchen
05.2021 - 12.2022
  • - Managed daily operations, staff scheduling, and training, leading to a 20% increase in team efficiency.
  • - Addressed customer issues, maintained service quality, and balanced daily cash reports.

Education

Diploma Coursework - Accounting and Financial Planning

George Brown College
Toronto
05.2021

Skills

  • - Financial Needs Analysis
  • - Client Engagement & Relationship Building
  • - Investment & Credit Solutions
  • - Banking Technology Promotion
  • - Sales & Target Achievement
  • - Multilingual: Punjabi, Hindi, Urdu
  • - Time Management Communication Professionalism

Certification

  • - Investment Funds in Canada (IFSE)
  • - Eligible for CIRO-MFD licensing
  • - In progress: Certificate in Financial Services Advice (CFSA - if applicable)

Timeline

Financial Services Representative

CIBC
01.2025 - Current

Financial Advisor / Senior Financial Advisor

Scotiabank
09.2022 - 09.2024

Shift Manager

Popeyes Louisiana Kitchen
05.2021 - 12.2022

Diploma Coursework - Accounting and Financial Planning

George Brown College

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