Sherri Sullivan
Sylvan Lake
Summary
Adaptable leader known for creating an empowered, positive workplace culture and high-performing teams. Skilled working in fast paced environments and adapting to new situations and challenges to best enhance the organizational brand while encouraging personal excellence.
Overview
19
19
years of professional experience
Work History
Branch Manager
Scotiabank
05.2018 - Current
- Lead and motivate a team of engaged, community centric, wholistic planning individuals who have their clients best interest at heart. Results driven and inspired through consistent coaching to client centric activities, Advice+ planning, pipeline and implementation of plan.
- Grateful to be involved in the following district ERG's: PRIERG District Coordinator, Co-Creator/Editor of The Drum, Scotiabankers and branch Champion for Employee Giving.
General Manager
CIBC
04.2015 - 05.2018
- Drove year-over-year business growth while leading a diverse team of engaged Imperial Service and Core Financial advisors to reach their full potential in assisting clients with holistic financial planning. Oversight of full operations & client experience.
Small Business Advisor-Imperial Service
CIBC
01.2012 - 04.2015
- Proactively managed a portfolio of high net worth business owners providing lending and investment solutions that aligned with their business goals and business plan. High community involvement with Rotary and the local Minor Hockey.
Financial Advisor-Imperial Service
CIBC
01.2005 - 01.2012
- Managed and increased a portfolio of high net with clients from 22M to 80M. Proactively created and executed financial planning and strategies to help client reach their unique goals and objectives. Included a variety of partners such as wealth & agriculture speacilist.
Education
Registered Financial And Retirement Advisor
Canadian Institute of Financial Planning
Branch Compliance Officer
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Business Administration And Management
CompuCollege
Skills
- Critical Thinker
- Change Champion
- Relationship Management
- Business Development
- Results Driven
- Sales Strategies
- Problem Anticipation and Resolution
- Coaching and Mentoring
Timeline
Branch Manager
Scotiabank
05.2018 - Current
General Manager
CIBC
04.2015 - 05.2018
Small Business Advisor-Imperial Service
CIBC
01.2012 - 04.2015
Financial Advisor-Imperial Service
CIBC
01.2005 - 01.2012
Registered Financial And Retirement Advisor
Canadian Institute of Financial Planning
Branch Compliance Officer
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Business Administration And Management
CompuCollege
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