Summary
Overview
Work History
Education
Skills
Languages
ACHIVEMENTS
Timeline
Generic

Pranvera Adhamidhis

Toronto,Canada

Summary

Highly dedicated team leader with over 20 years of combined experience in banking and sales management. Proven track record of successfully leading teams to achieve exceptional results. Skilled in developing and implementing strategies to drive revenue growth and improve customer satisfaction. Adept at building strong relationships with clients and motivating teams to exceed targets.

Overview

31
31
years of professional experience

Work History

Banking Center Leader

CIBC
06.2022 - Current

-Lead a team of high performing financial services to deliver excellent customer service and personalized advice

- Hire ,develop and coach my team, inspire them to perform their best

-Completing pre-briefs, de-briefs and JCM making sure we are putting value on every client meeting

-Monitor the Banking Center Results and put an action plan into place to close any gabs

- complete weekly and monthly review with team t make sure we are achieving our targets

-Manage and minimize risk to save guard our bank, by reviewing regularly our PBB Operational Excellent Dashboards

Manager Client Advice

CIBC
03.2017 - 06.2022

-Leading a high performance AFA/FSA team, with proven records in managing high networth portfolios & cultivating relationships

with affluent clients.

-Coaching and developing AFA team to achieve operational excellence & consistently exceed wealth management targets.

-Motivating the team towards challenging goals, enabling AFAs to stretch their capabilities and discover their full potentials.

-Empowering team members with a wide range of product knowledge, from investment advisory to custom tailored wealth planning.

-Building a customer focus banking environment with the highest standards of productivity, innovation and professionalism.

Senior Financial Advisor

CIBC
06.2013 - 03.2017

-Provided strategic advices on banking solutions to improve the

overall customer experience and financial confidence.

-Offered personalized investment solutions based on in-depth understanding of customer's and small businesses needs.

-Participated in the decision making process of the customer financial affairs with multi-faceted, dynamic approaches.

-Developed a high networth portfolio consists of mutual funds, mortgages, secured credits, and wealth protection.

-Delivered optimal customer experience with financial knowledge, goodwill, and integrity.

Senior Financial Service Representative

CIBC
07.2008 - 06.2013

Sales Associate

Hudson's Bay
09.2006 - 07.2008

National Sales Manager

Albania Power Corporation
12.1993 - 05.2004

-Facilitated internal audits and prepared detailed reports on findings

-Participated in billing and collections operations to facilitate client payment of overdue invoices.

-Coordinated, managed and implemented auditing projects and prepared for evaluation

-Gathered and analyzed financial data to determine improvement efforts.

-Engaged and interacted with customers in a friendly and professional manners

Education

Diploma of Electrical Engineer -

University of Tirana, Albania
Elbasan, Albania

Personal Financial Planner (PFP) Designation -

Canadian Securities Institute
01.2020

Financial Planning Supplement -

Canadian Securities Institute
01.2018

Investment Industry Regulatory Organization (IIROC) -

Canadian Securities Institute
01.2014

Wealth Management Essential -

Canadian Securities Institute
01.2013

Conduct & Practices Handbook Course -

Canadian Securities Institute
01.2013

Canadian Securities Course -

Canadian Securities Institute
01.2012

Investment Funds in Canada -

Canadian Securities Institute
01.2009

Skills

People Leadership Team Mentoring

Performance Management

Client Relationship Development

Branch Administrations Problem Resolution

Work Planning and Prioritization

Languages

English
Albanian

ACHIVEMENTS

Purpose Award 1000 for Q1 2023

Purpose Award 1000 for Q2 2021

Top Performer in National Leaderboard for Leaders (2018 – 2019)

120 Day Recognition Program GTA West - Ontario Market Winner (2017)

Q2 Quarterly Achiever (2016) 

Annual Achiever (2013)

Q4 Quarterly Achiever (2010)

Timeline

Banking Center Leader

CIBC
06.2022 - Current

Manager Client Advice

CIBC
03.2017 - 06.2022

Senior Financial Advisor

CIBC
06.2013 - 03.2017

Senior Financial Service Representative

CIBC
07.2008 - 06.2013

Sales Associate

Hudson's Bay
09.2006 - 07.2008

National Sales Manager

Albania Power Corporation
12.1993 - 05.2004

Diploma of Electrical Engineer -

University of Tirana, Albania

Personal Financial Planner (PFP) Designation -

Canadian Securities Institute

Financial Planning Supplement -

Canadian Securities Institute

Investment Industry Regulatory Organization (IIROC) -

Canadian Securities Institute

Wealth Management Essential -

Canadian Securities Institute

Conduct & Practices Handbook Course -

Canadian Securities Institute

Canadian Securities Course -

Canadian Securities Institute

Investment Funds in Canada -

Canadian Securities Institute
Pranvera Adhamidhis