Summary
Overview
Work History
Education
Languages
Certification
Timeline
Generic

Jiani Zhao

Edmonton,AB

Summary

Client-focused Financial Services Representative with proven experience in financial planning, client retention, and cross-functional collaboration. Skilled at identifying mortgage opportunities, making effective referrals, and ensuring a smooth client journey. Eager to leverage strong CIBC knowledge and a relationship-driven approach to support clients through mortgage renewals and strengthen long-term loyalty.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Services Representative

CIBC
06.2024 - Current
  • Consistently exceed weekly performance targets, including client meetings, outbound calls, Smart Planner usage, Compass cases, RIPs, and lead/referral generation.
  • Conduct personalized financial planning meetings using the 4-quadrant approach: cash management, credit solutions, investment strategies, and wealth protection.
  • Proactively make outbound calls to uncover opportunities in mortgage renewals, investment growth, and credit solutions.
  • Identify mortgage needs (new purchases, refinancing, renewals) during daily client interactions and refer clients to the appropriate Mortgage Advisor or Mortgage team.
  • Maintain strong follow-up with Mortgage Advisors on referred cases to ensure a seamless client experience.
  • Collaborate with Investment Specialists to create tailored investment strategies for clients, while identifying high-value opportunities and facilitating seamless handoffs to AFA or Imperial Service teams to ensure continuity and client satisfaction.

Banking Advisor

National Bank of Canada
09.2022 - 06.2024
  • Conducted client appointments to assess financial needs and recommend tailored banking solutions, including credit options and new accounts.
  • Identified business opportunities and referred clients to appropriate internal partners.
  • Made outbound calls to promote new banking solutions and drive business growth.
  • Handled loan/mortgage payouts, discharges, fraud account closures, and branch reports.

Education

BBA - Finance

Schulich School of Business, York University
Toronto
06-2020

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Certification

MFDA Licensed Mutual Fund Representative

Timeline

Financial Services Representative

CIBC
06.2024 - Current

Banking Advisor

National Bank of Canada
09.2022 - 06.2024

BBA - Finance

Schulich School of Business, York University

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