Paul Dheensaw
Victoria,BC
Summary
Experienced Financial Advisor with over thirty years of experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies and overall support managing their finances. Resourceful, hardworking and passionately dedicated to satisfying customers.
Overview
40
40
years of professional experience
Work History
Financial Advisor - Business
CIBC
Victoria, BC
03.2014 - Current
- Achieved success with assisting high net worth clients in their business and personal financial goals. Achieved with integrated financial services.
- Experience with sophisticated credit and cash management solutions which incorporates Holding Companies and/or Family Trust structures.
- Many years experience partnering with CIBC Wood Gundy's high net worth clients as dedicated advisor.
- Extensive experience with CIBC Systems.
- Commitment to continuous learning and development.
- Mentor to many individuals and support for their professional goals.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Articulated value of various financial products, including stocks, bonds, and mutual funds.
- Cultivated and expanded financial planning relationships with customers through loyal and dedicated service.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
Financial Advisor - Personal
CIBC
Victoria, BC
06.1995 - 02.2014
- Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Answered clients' questions about the purposes and details of financial plans and strategies.
- Kept abreast of financial life changes of clients to meet needs and exploit new areas of growth.
- Cultivated and expanded financial planning relationships with customers through loyal and dedicated service.
- Developed and deepened relationships with new and existing clients.
- Consulted with clients to assess and meet short- and long-term financial goal.
Business Development Manager
North American Trust
Victoria, BC
02.1995 - 06.1995
- Continually built new client business within markets by pursuing strategic targets.
- Handled client inquiries with exceptional professionalism and enthusiasm.
- Developed long-lasting relationships with partners and customers.
- Developed effective business plans, achieved profitability goals and grew business and client retention.
- Identified key growth opportunities for the business.
- Identified business development opportunities and implemented effective strategy for client acquisition.
Personal Banking Representative
CIBC
Victoria, BC
02.1993 - 02.1995
- Established new customer accounts including checking, savings, lines of credit and loans.
- Opened new customer accounts, including checking, savings and lines of credit.
- Delivered prompt, accurate and excellent customer service.
Customer Service Manager
CIBC
Victoria, BC
01.1986 - 02.1993
- Enhanced customer satisfaction ratings by managing all client inquires through resolution.
- Elevated customer satisfaction ratings by expediently resolving issues.
- Ensured effective customer service by developing strong relationships with team members.
- Resolved customer questions, issues and complaints.
- Managed department schedules to maximize coverage during peak hours.
- Resolved misunderstandings with customers.
- Maintained superior customer service and ensured service retention.
Education
Licensed CIBC Mutual Funds sales representative
2014
Registered Retirement Consultant- RR
2010
Professional Financial Planning - CSI
2001
Conduct and Practices - CSI
2001
Canadian Securities CSI
1997
Business Administration Diploma, Camosun College
Victoria, BC1980
Skills
- Expert in customer relations
- Managing wealth
- Interpersonal communication
- Planning for retirement
- Investment strategies
- Strong work ethic
- Team player
- Decision-making ability
- Organized
- Energetic
- Approachable
- Excellent communication skills
- Problem solving
- Client services
- Advising on investments
- Exceptional customer service
Timeline
Financial Advisor - Business
CIBC
03.2014 - Current
Financial Advisor - Personal
CIBC
06.1995 - 02.2014
Business Development Manager
North American Trust
02.1995 - 06.1995
Personal Banking Representative
CIBC
02.1993 - 02.1995
Customer Service Manager
CIBC
01.1986 - 02.1993
Licensed CIBC Mutual Funds sales representative
Registered Retirement Consultant- RR
Professional Financial Planning - CSI
Conduct and Practices - CSI
Canadian Securities CSI
Business Administration Diploma, Camosun College