Lisa Halvorsen
Thunder Bay,ON
Summary
Experienced Associate Financial Advisor with a strong background in retirement planning, investment advice, and client relations. Skilled in needs-based discovery, risk assessment, and building trusted client relationships that support long-term financial goals.
Overview
1
1
Language
36
36
years of professional experience
Work History
Associate Financial Advisor
CIBC
THUNDER BAY
11.1990 - Current
- Advised clients on banking, lending, investment, and protection solutions aligned with financial goals.
- Conducted needs-based discovery to identify opportunities across deposits, credit, and wealth products.
- Strengthened client relationships through proactive follow-up and responsive service.
- Maintained accurate client records and completed documentation in compliance with policy requirements.
Skills
- Retirement planning
- Investment advice
- Portfolio management
- Debt management
- Customer service
- Problem-solving
- Decision-making
- Critical thinking
- Verbal and written communication
- Client relations
- Conflict resolution
- Risk assessment
Languages
English
Professional Working
Timeline
Associate Financial Advisor
CIBC
11.1990 - Current