Sophorn Chan
Montreal
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record of exceeding sales goals and capable of generating leads for business growth.
Overview
8
8
years of professional experience
Work History
Financial Advisor
CIBC Imperial Service
06.2018 - Current
- Top 20% among peers in managed money investment sales.
- Achiever Awards: Q4 2023, Q1 2023, Q4 2021 and Leaderboard 33 over 52 weeks in 2023
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Senior Financial Services Representative
CIBC
05.2016 - 05.2018
- Achieved 171.5% of sales target in investments and 124.3% in mortgages
- Built strong relationships with clients, fostering trust and loyalty through exceptional service.
- Developed comprehensive financial plans to assist clients in achieving their long-term goals.
- Expanded client base by proactively seeking new business opportunities through networking events and referrals.
- Resolved client concerns promptly and professionally, maintaining a high level of customer satisfaction.
Education
Certificate - Personal Finance
Canadian Securities Institute
Montreal, QC09.2018
Certificate - Canadian Investment Funds Course
IFSE Institute
Montreal, QC09.2014
Bachelor Of Engineering - Civil Engineering
McGill University
Montreal, QC05.2012
Skills
- Business Acquisitions
- Business Development
- Business Initiatives
- Mutual funds
- Problem Resolution
- Retirement planning
Languages
English
Native or Bilingual
French
Native or Bilingual
Mandarin
Native or Bilingual
Cantonese
Native or Bilingual
Khmer
Native or Bilingual
Italian
Elementary
Timeline
Financial Advisor
CIBC Imperial Service
06.2018 - Current
Senior Financial Services Representative
CIBC
05.2016 - 05.2018
Certificate - Personal Finance
Canadian Securities Institute
Certificate - Canadian Investment Funds Course
IFSE Institute
Bachelor Of Engineering - Civil Engineering
McGill University
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