Parth Alpit Maniar
Toronto,Ontario
Summary
Finance professional with over three years of experience in client-facing financial services within Canadian financial institutions. Strong hands-on experience supporting clients with CIBC mutual fund and investment solutions, using the CIBC Investment Platform (CIP). Proven ability to align client investments with financial goals, ensure regulatory compliance, and maintain high operational accuracy. Recognized for strong sales performance and consistent delivery of high-quality client service, including the achievement of CIBC’s MomentMakers Purpose Award (Q2 2025).
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC
Toronto, Canada
06.2024 - Current
- Support clients with mutual fund transactions using the CIBC Investment Platform (CIP), and WMOL while ensuring all required regulatory and product disclosures are provided and acknowledged
- Conduct goal-based client discussions to understand their financial goals, risk tolerance, and investment objectives, and recommend appropriate managed money solutions
- Achieve strong sales results, currently ranked in the 1st Quintile for Managed Money targets, by consistently matching client needs with suitable investment products
- Reconcile daily client transactions and balances, investigate discrepancies, and ensure accurate documentation, KYC updates, and compliance with internal and regulatory standards
- Awarded CIBC MomentMakers 1000 Purpose Award in Q2 2025 for exceptional sales performance, trusted client relationships, and top-tier Managed Money performance
Financial Services Representative
CIBC
Edmonton, Canada
05.2021 - 08.2022
- Built Excel models for mortgage pre-approvals, retirement planning, and credit analysis to support client financial decisions
- Supported clients with mutual fund transactions, GICs, and day-to-day banking services in an in-branch environment
- Prepared and updated client records, financial summaries, and KYC documentation within regulatory timelines
- Trained and mentored new FSR team members on transaction processing, reconciliation, and client service best practices
Financial Services Representative
AAR Financial
Edmonton, Canada
05.2020 - 05.2021
- Worked in a phone-based lending environment, handling both outbound and inbound client calls to support personal lending solutions.
- Conducted client conversations over the phone to understand financial needs, and recommend appropriate lending products and solutions.
- Provided clear explanations of loan terms, repayment structures, interest calculations, and application requirements to clients.
- Maintained accurate client notes, documentation, and records while ensuring compliance with internal policies and lending standards.
Education
Master of Business Administration -
Schulich School of Business, York University
Toronto, ON04.2024
Bachelor of Business Administration -
Vancouver Island University
Nanaimo, BC12.2019
Skills
- Investment solutions
- Mutual fund expertise
- Financial planning
- Client-focused consultation
- Inbound & outbound client calls
- Suitability and KYC compliance
- Financial analysis and reporting
- MS Office Suite (Excel, Word, PowerPoint)
- Attention to detail and analytical thinking
- Customer relationship management
- Retirement planning
Certification
Canadian Investment Funds Course (CIFC)
Timeline
Financial Services Representative
CIBC
06.2024 - Current
Financial Services Representative
CIBC
05.2021 - 08.2022
Financial Services Representative
AAR Financial
05.2020 - 05.2021
Master of Business Administration -
Schulich School of Business, York University
Bachelor of Business Administration -
Vancouver Island University