Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic
David Hutchens

David Hutchens

Summary

  • Highly motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
  • I am a well-rounded individual who can be effective in various roles. My creative and artistic abilities allow me to think ‘outside the box' and be a prosperous problem-solver.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor – Imperial Service

CIBC Imperial Service
01.2022 - Current
  • Engage with my clients every day to meet their short and long term goals through strategic advice and planning using a variety of tools and applications.
  • Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
  • Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
  • Generated new business leads through extensive networking, referrals, and strategic partnerships.
  • Delivered comprehensive wealth management solutions for high-net-worth individuals and families.

Financial Advisor – Imperial Service

CIBC Imperial Service
02.2018 - 01.2022
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Advised clients on investments, retirement and estate planning.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.

Financial Service Representative II

CIBC
10.2016 - 01.2018
  • Proactively contact clients by phone/email to identify potential needs, and schedule appointments to further discuss clients' opportunities.
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to the appropriate colleague to meet their needs.

Education

Bachelor of Business Administration - Finance

Memorial University of Newfoundland
St John’s, NL
10.2016

Bachelor of Physical Education -

Memorial University of Newfoundland
St John’s, NL
10.2016

Skills

  • Strong leadership ability
  • Communication
  • Public speaking
  • Problem-solving
  • Decision making
  • Well organized
  • Ability to work both independently and on a team

Languages

English

Certification

  • Personal Financial Planner Designation PFP® (October 2022)
  • Canadian Securities Course Certificate (May 2018)
  • Investment Funds in Canada Certificate (February 2017)
  • NCCP Development 1 coaching certificate (November 2012)
  • First Aid Certificate (Jun 2010 - Current)

Timeline

Senior Financial Advisor – Imperial Service

CIBC Imperial Service
01.2022 - Current

Financial Advisor – Imperial Service

CIBC Imperial Service
02.2018 - 01.2022

Financial Service Representative II

CIBC
10.2016 - 01.2018

Bachelor of Business Administration - Finance

Memorial University of Newfoundland

Bachelor of Physical Education -

Memorial University of Newfoundland

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David Hutchens