Jennifer Woods
Orillia,ON
Summary
Dynamic Senior Financial Advisor with CIBC Imperial Service, skilled in wealth management and investment strategies. Proven track record of enhancing client financial stability through tailored retirement planning and proactive referral networking. Recognized for building lasting relationships and consistently exceeding client expectations, driving significant portfolio growth and satisfaction.
Overview
18
18
years of professional experience
Work History
Senior Financial Advisor
CIBC Imperial Service
06.2024 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Developed custom presentations to educate clients on various investment options aligned with their objectives and risk tolerance levels.
Financial Advisor
CIBC Imperial Service
01.2021 - 06.2024
- 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.
- Facilitated new client onboarding process and investment account setup.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Senior Financial Services Representative
CIBC
03.2014 - 01.2021
- Mentored junior representatives, sharing industry knowledge and best practices for career development.
- Assisted clients in navigating complex financial products, ensuring they made informed decisions about their investments.
- Supervised front line associates modeling cross-sell opportunities and engagement strategies.
- Streamlined internal processes for improved efficiency in handling client accounts and transactions.
- Assisted branch operations supervisor with back-up oversight of teller operational duties.
- Expanded client base by proactively seeking new business opportunities through networking events and referrals.
Financial Services Representative
CIBC
06.2007 - 03.2014
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Reviewed and updated client investment strategies annually, ensuring alignment with changing financial landscapes.
Education
Wealth Management Essentials (WME) -
Canadian Securities Institute
12-2025
Conduct And Practices Handbook (CPH) -
Canadian Securities Institute
07-2024
Canadian Securities Course (CSC) -
Canadian Securities Institute
01-2024
PFSA, Financial Planning 1 And 2, DFSA Certificate -
Canadian Securities Institute
03-2023
Canadian Investment Funds Course (CIFC) -
IFSE Institute
02-2010
Skills
- Mutual funds
- Exchange traded funds
- Bonds and fixed income
- Referral networking
- Investment advice
- Anti-money laundering
- Retirement planning
- Wealth management
- Asset allocation
- Retirement needs
- Investment strategies
- Financial planning
- Estate planning
Timeline
Senior Financial Advisor
CIBC Imperial Service
06.2024 - Current
Financial Advisor
CIBC Imperial Service
01.2021 - 06.2024
Senior Financial Services Representative
CIBC
03.2014 - 01.2021
Financial Services Representative
CIBC
06.2007 - 03.2014
Wealth Management Essentials (WME) -
Canadian Securities Institute
Conduct And Practices Handbook (CPH) -
Canadian Securities Institute
Canadian Securities Course (CSC) -
Canadian Securities Institute
PFSA, Financial Planning 1 And 2, DFSA Certificate -
Canadian Securities Institute
Canadian Investment Funds Course (CIFC) -
IFSE Institute
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