Anna Maria Reale
Woodbridge,ON
Summary
Accomplished Financial Advisor at CIBC, adept in analytical thinking and conflict resolution, successfully managed a portfolio of 315 high-value clients, boosting retention through tailored strategies. Mentored new advisors, enhancing team productivity. Skilled in ECRM software, demonstrating a strong blend of technical proficiency and interpersonal skills.
Overview
3
3
years of professional experience
Work History
Financial Advisor
CIBC
Woodbridge, Ontario
02.2022 - Current
- Facilitated client meetings with comprehensive investment strategy planning.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Built and managed a portfolio with about 315 high-value clients.
- Developed tailored financial strategies that increased client retention.
- Mentored new advisors and financial service representatives, enhancing team productivity and knowledge sharing.
- Collaborated with branch leadership to align individual sales efforts with overall branch objectives.
- Addressing and resolving operational challenges promptly and effectively on a regular basis.
- Proficiency in ECRM software and CGP tools.
- Strong communication and conflict resolution abilities
Education
Associate of Science - Finances
Universita Degli Studi
Messina Italy 06-2001
.
Skills
- Conflict resolution
- Analytical thinking
- Ethical standards
- Training and development (encouraging professional growth and continuous learning with the team )
Languages
Italian
Native/ Bilingual
Timeline
Financial Advisor
CIBC
02.2022 - Current
Associate of Science - Finances
Universita Degli Studi
.
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