Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Lori Bunio-Cameron

Winnipeg

Summary

Through working with CIBC, I have been able to grow my skills and feel that I have the attributes needed to bring to this role.

Currently a successful Advisor, I am also a 4 time Achiever and 5 time Imperial Club recipient.

I am passionate about working with a team of skilled advisors and seeing the success of the team grow and pass on the skills and knowledge that I have acquired being fortunate to work with strong successful leaders throughout my career.


Overview

30
30
years of professional experience

Work History

Senior Financial Planner

CIBC
10.2010 - Current
  • In depth financial and four quadrant planning for a portfolio of 300 households
  • Mentored junior advisors, sharing industry knowledge and best practices to improve team performance.
  • Developed strong relationships with clients through regular communication, fostering trust and loyalty.
  • Worked closely with leaders and partners to build strong team connections

Various Roles With CIBC

CIBC
02.1994 - 10.2010

I have been employed with CIBC since 1994, holding various roles starting with CSR to current Senior Financial Planner.

I am familiar with sales and leadership roles within CIBC, either through holding the position or covering for leaders when needed.

I have a strong sense of community, participating in and leading

CIBC RFTC, United Way Committee and participating in all events that are important to CIBC and myself.

I have completed my PFP and CFP, to advance to the Senior Financial Planner role.

I am passionate about CIBC and my peers and am looking for the opportunity to take on a new challenge and work with a strong leadership team to continue to see CIBC Imperial Service grow as the single best offer for our clients.

Education

CFP
Winnipeg, MB

PFP
Winnipeg

Skills

Passionate and accountable team player

Excellent relationships with in CIBC

Dedicated and committed to CIBC and my team

Analytical thinker and strong problem solving skills

Languages

English

Timeline

Senior Financial Planner

CIBC
10.2010 - Current

Various Roles With CIBC

CIBC
02.1994 - 10.2010

CFP

PFP
Lori Bunio-Cameron