Avneet Kaur
Edmonton,AB
Summary
A collaborative, entrepreneurial, and adaptable advice expert with experience designing and implementing business and strategies. Skilled in service management, sales management, negotiation, and team forming. Known for inspiring confidence, fostering trust, and building consensus across all stakeholders.
Overview
4
4
years of professional experience
Work History
Associate Financial Advisor
CIBC
10.2024 - Current
- Manages own book of clients with good net worth and providing 4 quarter planning to them
- Well-developed investment, retirement, and credit planning skills are sufficient to meet the needs of affluent clients and compete for the business within the current market
- Assessing mortgage needs for clients and explaining different mortgage products
- Proving credit solutions and analyzing risk associated with lending products and services
- Develops and maintains the relationship with clients, peers, business partners and find the right and appropriate solution
- Provide credit support / solutions / recommendations / advice / alternative options when evaluating/analyzing credit applications for decisions in accordance with Bank policies and procedures
- Contribute to the achievement of satisfactory audits by understanding & following audit and process guidelines
Financial Service Representative
Canadian Imperial Bank of Commerce, CIBC
11.2021 - 10.2024
- Well-developed sales and relationship skills proven to build strong relationships with customers, identify appropriate partnership and consolidation opportunities and proactively promote/sell Investments and Banking Products like mutual funds, Bonds, Insurance, Mortgages, Credit cards, etc
- Well-developed investment, retirement, and credit planning skills are sufficient to meet the needs of affluent clients and compete for the business within the current market
- Strong knowledge of various investment/deposit products/services and industry and bank compliance standards
- Assessing mortgage needs for clients and explaining different mortgage products
- Mentored several new colleagues to help them reach their goals and build up skills necessary to perform daily job activities and to help them navigate through system
- Expert in developing and maintaining progressive relationships with clients
- As a Financial Representative, I create and maintain deep relationships with clients and offer Professional advice to achieve their financial goals.
Financial Representative
Cash Money
03.2021 - 11.2021
- Proactively supports the 'sales and service' culture
- Understands the credit union’s financial goals and strategic direction
- Actively cross-sells and opens credit union products, establishes all services to members and potential members to meet their financial needs
- Consistently achieves threshold levels of sales goals and member services performance standards and training requirements
- Maintains up-to-date knowledge of all credit union products and services along with the benefits and features of each
- Provides accurate information regarding our loan and savings rates, fees, account balances, and activity
Education
Personal Financial Services Advice Course -
CSI Institute
01.2024
Investment Financial Course -
IFSE Institute
01.2021
Computer Networking Technician -
St. Clair College
01.2017
Skills
- Communication: Clear and convincing communication has always been a tool I used to establish and excel in my career
- Team Collaboration: Being part of many teams to complete projects, sometimes being a leader, sometimes being a good follower, monitoring the progress, meeting deadlines and working with others across the organization to achieve a common goal
- Adaptability: Passion for learning and the ability to continue to grow and stretch skills to adapt to the changing needs of the organization
- Problem-Solving: I know exactly how to get to the WHY when it comes to solving the problem
- Conflict Resolution: I have used conflict resolution skills throughout my career I know when and how to expand the Pie
- Cash flow management
- Critical and analytical thinking
- Verbal and written communication
Professional Highlights
- Achieved excellence in client relationship retention.
- Belief in leading from front and love taking challenges.
- Achieved numerous times place in National in leadership board.
- Awarded as Quarterly Achiever for Quarter 4.
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Full Professional
Timeline
Associate Financial Advisor
CIBC
10.2024 - Current
Financial Service Representative
Canadian Imperial Bank of Commerce, CIBC
11.2021 - 10.2024
Financial Representative
Cash Money
03.2021 - 11.2021
Investment Financial Course -
IFSE Institute
Computer Networking Technician -
St. Clair College
Personal Financial Services Advice Course -
CSI Institute