Cindy Smith
Kelowna,BC
Summary
Accomplished Financial Advisor with a proven track record at Royal Bank Of Canada, RBC, and CIBC Bank, excelling in client relations and engagement. Recognized for attention to detail and team management, fostering trust and loyalty among clients. Awarded for outstanding contributions, demonstrating dependability and excellence.
Overview
24
24
years of professional experience
Work History
Financial Advisor
Royal Bank Of Canada, RBC
02.2007 - 12.2023
- 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.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Awarded "Team Award" in the Community and Branch.
Personal Financial Representative
CIBC Bank
12.1999 - 12.2006
A strong contributor in Team Retail Lending and Investment Services.
Active in Campaigns - Run Champion and Branch Champion for CIBC RFTC, Heart and Stroke Foundation.
Member of Canadian Breast Cancer Society. Recieved BCNT award of excellence, role model in behaviors and activities that supports the visions and goals of CIBC.
Education
DFSA And BCO - Finances And Compliance
Canadian Securities Institute
Calgary, AB2013
Intermediate Certificate - ICB Management Communications
University of Calgary
Calgary, AB1994
Diploma - Fashion Merchandising And Marketing
John Casablanca College
Calgary, AB1987
Diploma - Floral Design And Techniques
Floral Design
Calgary, AB1984
Skills
- Client Relations
- Client Engagement
- Customer Complaint Resolution
- Cash Handling
- Attention to Detail
- Honest and Dependable
- Team Management
Timeline
Financial Advisor
Royal Bank Of Canada, RBC
02.2007 - 12.2023
Personal Financial Representative
CIBC Bank
12.1999 - 12.2006
DFSA And BCO - Finances And Compliance
Canadian Securities Institute
Intermediate Certificate - ICB Management Communications
University of Calgary
Diploma - Fashion Merchandising And Marketing
John Casablanca College
Diploma - Floral Design And Techniques
Floral Design
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