Summary
Overview
Work History
Education
Skills
Personal Information
Languages
Certification
Hiking and Swimming
Timeline
Generic

Min Pu

Vancouver,Canada

Summary

Experienced Senior Financial Advisor with 8 years at CIBC. Specializes in financial planning, wealth management, and building strong client relationships for High Net Worth individuals. Exceeds sales targets, elevates client satisfaction (NPS), and delivers customized financial solutions. Holds certifications as a Certified Financial Planner (CFP) and IIROC licensed. Fluent in English and Mandarin.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

CIBC
08.2016 - Current
  • Achieved exceptional performance by 766% ($11.7 million)YTD Managed Money in 2024
  • Recognized as a Top 10 performer in the Summer Sizzling Managed Money Campaign in 2024
  • Recipient of the 2024 Q4 Moment Maker award
  • Managed a diversified portfolio exceeding $45 million, total funds managed over $300 million
  • Leveraged technology and financial planning tool to enhance client satisfaction, improving NPS from negative 25% to positive 87%
  • Expanded client base by 20% through targeted relationship-building strategies with high-net-worth clients
  • Delivered tailored financial solutions partnering with FPC and utilizing CIBC GoalPlanner, increasing portfolio value by 30%

Director

Jin Power Electrical Co., Ltd.
07.2011 - 04.2015
  • Represented the company at international conferences and events, facilitating the exploration of advanced technologies

Education

Financial Planning -

BCIT
Vancouver, BC
07.2018

Finance & Business Administration -

UC Berkeley Extension
SF Bay Area, CA
07.2015

Skills

  • ECRM and CIBC GoalPlanner

Personal Information

  • Proud mother of two wonderful daughters, a role that has enhanced my multitasking, time management, and empathy-skills that contribute to my professional success
  • Married to a CPA and Senior Accounting Manager, appreciating the balance between family and a thriving career




Languages

English
Full Professional
Chinese (Mandarin)
Native or Bilingual

Certification

  • Certified Financial Planner (CFP) - 2022
  • Wealth Management Essentials (WME) - 2021
  • Qualified Associate Financial Planner (QAFP) - 2020
  • Canadian Practice Handbook (CPH) - 2019
  • Canadian Securities Course (CSC) - 2017

Hiking and Swimming

Loves hiking with family and swimming, building resilience, focus, and maintaining balance

Timeline

Senior Financial Advisor

CIBC
08.2016 - Current

Director

Jin Power Electrical Co., Ltd.
07.2011 - 04.2015

Financial Planning -

BCIT

Finance & Business Administration -

UC Berkeley Extension

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Min Pu