Driven and accomplished Financial Service Representative with a proven track record at CIBC, adept in wealth management and risk assessment. Excelled in fast-paced environments, enhancing customer financial health through expert advice and empathy, leading to increased loyalty. Demonstrates exceptional time management and communication skills, aligning with employer's needs for efficiency and client satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Time Management
Investment advice
Debt management
Risk Assessment
Wealth Management
Was nominated and won Quarter Achievers for 2023