Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kody Salvatore Fanara

Financial Planner
Newcastle,ON

Summary

Dynamic forward thinking individual who excels in customer service, uncovering customer needs, building relationships, providing solutions, handling objections, and closing sales. CSC and CFP Licensed. Actively seeking a progressive position in the financial planning industry as an investment and planning specialist; where I can contribute to the company’s overall success by providing exceptional sales, service and advice while helping clients achieve their needs and goals. Currently studying for CIM designation.

Overview

4
4
years of professional experience
3
3
years of post-secondary education
4
4
Certifications

Work History

Sr. Financial Advisor

CIBC
Newcastle, ON
01.2022 - Current
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, credit needs, risk tolerance and other information needed to develop financial plan.
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Established and deepened existing client relationships through complex financial planning.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Expanded customer base through community outreach and strategic business partnerships.

Mobile Investment Consultant

CIBC
Newcastle, ON
10.2019 - 01.2022
  • Provided mobile investment advice and financial planning in a place and time convenient to clients.
  • Top performance rating achieved both 2020 and 2021 fiscal year while successfully obtaining both CFP and PFP designations.
  • Dedicated and detailed planning approach utilized to build and strengthen relationships with both existing and new clients.
  • Strong focus on community involvement while partnering with branch, and mobile partners.
  • Actively engaged in business development within local market, working to build lasting, mutually beneficial relationships with local professionals.

Senior Financial Services Representative

CIBC
Cobourg, ON
10.2018 - 08.2019
  • Continued level of excellence building relationships with clients, understanding their goals, providing tailored service, and recommending right solutions.
  • Leading Eastern Ontario in mutual fund account openings and planning tool usage.
  • 2nd in Eastern Ontario for new regular investment plans.
  • 4th in Eastern Ontario for total managed money acquisition.
  • Successfully enrolled in and completed both CSC, and PFSA.

Financial Services Representative

CIBC
Cobourg, ON
03.2018 - 10.2018
  • Precedent setting success within sales district for learning, service and sales achievements, resulting in promotion within 7 months of hire.
  • ‘Exceptional’ across the board fiscal year-end performance rating which is reserved for top 0.5% of employees.
  • Foster successful relationships with clients, providing them with exceptional service and financial advice.
  • Mentor and assist in training of new team members, and work
    collaboratively with existing colleagues.
  • Recognized with CIBC Quarterly Achievement Award.

Life Insurance Agent

American Income Life
Markham, ON
09.2017 - 03.2018
  • Quota-surpassing sales, exceeding employer expectations; including successful generation of new business through client referrals.
  • Natural ability to connect with diverse personalities and establish long term, loyal customers.
  • Build trust by educating clients on different types of policy coverage and demonstrate value and benefits of coverage recommended.
  • Interview prospective clients to obtain data about their financial
    resources and needs, and successfully customize insurance programs to suit customer's goals and needs.

Education

BBA - Management

Lakehead University
Orillia, ON
05.2013 - 05.2016

Skills

    Investment Analysis

undefined

Certification

Certified Financial Planner (CFP)

Timeline

Sr. Financial Advisor

CIBC
01.2022 - Current

Certified Financial Planner (CFP)

01-2022

Personal Financial Planner (PFP)

10-2020

Mobile Investment Consultant

CIBC
10.2019 - 01.2022

Canadian Securities Course (CSC)

05-2019

Senior Financial Services Representative

CIBC
10.2018 - 08.2019

Financial Services Representative

CIBC
03.2018 - 10.2018

Life License Qualification Program (LLQP)

11-2017

Life Insurance Agent

American Income Life
09.2017 - 03.2018

BBA - Management

Lakehead University
05.2013 - 05.2016

Similar Profiles

CREATE PROFILE
Kody Salvatore FanaraFinancial Planner