Sumiya Akter
Victoria
Summary
During my 3.5-year tenure at CIBC, I consistently earned quarterly recognition for exceptional performance in various aspects of my role. This achievement led to opportunities to dine with esteemed partners and the Vice President of the market. In 2023, I received the highest level of recognition as an 'Annual Achiever,' which allowed me to attend the prestigious Annual Achievers Conference in Hawaii. My dedication to continuous improvement motivates me to excel in my role daily, and I am committed to maintaining this mindset going forward.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
CIBC
01.2024 - Current
- Proactively monitored economic news and global events impacting financial markets; updated senior advisors accordingly so they could better serve their clientele.
- Expanded client base by generating referrals from satisfied clients and conducting targeted outreach initiatives.
- Streamlined financial planning processes for increased efficiency and improved client experience.
- Developed comprehensive financial plans tailored to individual clients'' needs, goals, and risk tolerance levels.
- Worked closely with other team members to create a cohesive and supportive work environment that fostered collaboration and shared success.
- Built strong relationships with clients, fostering trust and loyalty through consistent communication and follow-up meetings.
- Conducted in-depth financial analysis to identify areas of potential growth or risk within clients'' portfolios.
- Continuously sought opportunities for professional development, attending conferences and workshops to enhance skills and knowledge as an associate financial advisor.
- Maintained thorough documentation of all client interactions as per regulatory requirements.
- Kept up-to-date on industry trends and market movements to provide informed guidance to clients at all times.
- Enhanced client satisfaction by providing personalized financial advice and investment recommendations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Facilitated new client onboarding process and investment account setup.
Financial Service Representative
CIBC
07.2022 - Current
Customer service representative
CIBC
08.2021 - 07.2022
Sales Associate
Dollarama
04.2020 - 02.2021
Education
Diploma In Business Administration - Accounting
Camosun College
Victoria04.2021
Foundation Level Of ACCA - Accounting
LCBS Dhaka
Dhaka11.2019
Skills
- Financial planning
- Client onboarding
- Portfolio management
- Financial analysis
- Investment recommendations
- Cash flow management
Languages
English
Full Professional
Hindi
Professional Working
Bengali
Native or Bilingual
Certification
Investment Funds In Canada (IFIC)
Timeline
Associate Financial Advisor
CIBC
01.2024 - Current
Financial Service Representative
CIBC
07.2022 - Current
Customer service representative
CIBC
08.2021 - 07.2022
Sales Associate
Dollarama
04.2020 - 02.2021
Diploma In Business Administration - Accounting
Camosun College
Foundation Level Of ACCA - Accounting
LCBS Dhaka
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