Morgan Binns

Fort Saskatchewan,AB

Summary

Accomplished Financial Advisor at CIBC - Imperial Service, Utilized careful analysis and a client-focused approach to build strong relationships, provide thoughtful investment advice, and offer expertise in retirement planning, retail credit, and portfolio growth, all while prioritizing individual needs, and consistently exceed goals while fostering long-term loyalty.

Overview

years of professional experience

Work History

Financial Advisor - Imperial Service

CIBC - Imperial Service

07.2024 - Current

Educated clients on various financial matters and provided professional and personalized Imperial Service recommendations on investment opportunities, products, and services based on each clients' individual needs.
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Assisted clients with budgeting and cash flow management.
Researched current economic trends and investment opportunities to stay on top of financial markets.
Build, tailor, and present CIBC Goal Planner's to clients to help bring their retirement goals to life.

Senior Member Solutions Advisor

First West Credit Union

05.2022 - 06.2024

Build and nurture relationships with members, providing tailored financial advice and/or referrals based on life stage and needs.
Proactively engage in outbound calling to support branch initiatives and expand member portfolios.
Deliver exceptional member education, leveraging technology to drive sales, enhance experiences, and promote retention.
Manage complex transactions, including loans, mortgages, accounts, and insurance products.
Identify and address member needs, securing long-term relationships while meeting sales and referral targets.
Perform organized administrative duties, including loan processing, credit and fraud investigations, and detailed follow-ups with members.
Provide guidance and training to colleagues, as needed.
Demonstrated ability to multitask effectively across multiple platforms, including Dynamics 365, Lending360, Springboard, Word, Excel, FAS/OAS, Central 1, and Wealthview.

Member Advisor

Valley First, a Division of First West CU

06.2019 - 05.2022

Delivered frontline member service, effectively addressing needs through thoughtful financial inquiries and creating positive experiences.
Enhanced member engagement by promoting and utilizing digital channels to answer inquiries and provide solutions.
Managed customer questions and concerns, escalating issues to team members or partners as needed.
Maintained confidentiality and ensured accuracy in all member interactions.
Conducted monthly audits for the branch.

Education

High School Diploma -

Clarence Fulton Secondary

Vernon, BC

IFSE - MFDA Dealer

Skills

Investment advice
Relationship building and management
Analytical thinking
Sales expertise

Retirement planning
Attention to detail
Debt management
Risk assessment

Accomplishments

Member Advisor of the year; 2020
Attended 2023 BC Young Leaders Conference

Timeline