Damini
Duncan,BC
Summary
Accomplished Senior Financial Advisor with a proven track record at CIBC and TD Bank, adept in securities analysis and client assessments. Leveraged verbal communication skills to mentor junior advisors, enhancing team performance. Expert in diversifying investment portfolios, significantly mitigating risk while fostering client trust through personalized service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor IIROC
CIBC
Duncan, BC
06.2022 - Current
- Handled investments worth $150M with an emphasis on managed solutions.
- Managing a diverse team of 5 advisors in the banking center; be the first point of contact and helping in training and their success.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Diversified investment portfolios for enhanced return potential while mitigating risk exposure.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
Mutual Funds Representative
TD Bank
Toronto, ON
01.2021 - 07.2022
- Provided exceptional customer service, cultivating long-term relationships with clients built on trust and expertise.
- Ensured compliance with regulatory requirements by meticulously reviewing all documentation and transactions for accuracy.
Financial Services Representative
CIBC
Gibsons, BC
10.2020 - 01.2021
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Education
Masters Of Business Administration - International Finance
Vancouver Island University
Nanaimo, BC06.2020
Masters Of International Business - International Business
University of Hertfordshire
UK06.2020
Skills
- Verbal and written communication
- Microsoft Excel
- Client assessments
- Training and coaching
- Securities analysis
Certification
Canadian Securities Course (CSC)
Retirement Planning
Conduct and Practices Handbook
Financial Planning Supplement
Financial Planning integration
Personal Lending and Mortgages
Investment Funds in Canada (IFC)
Branch Manager’s Examination Course
Timeline
Senior Financial Advisor IIROC
CIBC
06.2022 - Current
Mutual Funds Representative
TD Bank
01.2021 - 07.2022
Financial Services Representative
CIBC
10.2020 - 01.2021
Canadian Securities Course (CSC)
Retirement Planning
Conduct and Practices Handbook
Financial Planning Supplement
Financial Planning integration
Personal Lending and Mortgages
Investment Funds in Canada (IFC)
Branch Manager’s Examination Course
Masters Of Business Administration - International Finance
Vancouver Island University
Masters Of International Business - International Business
University of Hertfordshire