Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Cheryl Badham

Cavan

Summary

Dynamic Financial Advisor with a proven track record at CIBC, excelling in customer relationship development and effective communication. Successfully crafted tailored financial plans, enhancing client loyalty and driving referral business. Adept at problem-solving and fostering teamwork, I consistently identify growth opportunities while ensuring meticulous attention to detail in financial management.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Financial Advisor

CIBC
06.2013 - 12.2024
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
  • Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
  • Educated clients on financial topics and best practices.

General Manager of Operations

Gold's Gym
03.2005 - 12.2012
  • Enhanced customer satisfaction with proactive communication, timely issue resolution, and continuous process improvement initiatives.
  • Managed budgets, financial forecasts, and resource allocation to ensure achievement of organizational goals.
  • Established a culture of continuous improvement by identifying opportunities for enhancement in operations, systems, and procedures.
  • Developed high-performing teams through effective coaching, mentoring, and performance management strategies.
  • Assisted in recruiting, hiring and training of team members.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.

Education

Certificate - Bookkeeping

Sheridan College Institute of Technology And Advanced Learning
Oakville, None
07-1977

Skills

  • Customer relationship development
  • Relationship building
  • Adaptability and flexibility
  • Effective communication
  • Attention to detail
  • Discrepancy investigations
  • Teamwork and collaboration
  • Problem-solving
  • Multitasking
  • Planning and coordination
  • Self motivation
  • Professionalism

Accomplishments

Top Financial Advisor Award in Ontario

  • Achieved Top Financial Advisor Award in Ontario by exceeding annual goals.

Languages

English
Professional Working

Certification

Wellness and Lifestyle Coach

Holistic Practitioner

Timeline

Financial Advisor

CIBC
06.2013 - 12.2024

General Manager of Operations

Gold's Gym
03.2005 - 12.2012

Certificate - Bookkeeping

Sheridan College Institute of Technology And Advanced Learning

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Cheryl Badham