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.