Summary
Overview
Work History
Education
References
Languages
Certification
Timeline
Generic

Toropdar Mili Rahman

Calgary,Canada

Summary

Detail-oriented individual with exceptional communication and customer service skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Proactive approach to identifying and addressing issues, with a focus on optimizing processes and supporting team objectives. Recognized for experience, skills, commitment to safety, natural abilities, and a high degree of motivation.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Financial Advisor

CIBC
10.2006 - 07.2024
  • Providing tailored financial planning to high net worth clients and their families
  • Providing financial advice in all areas of banking which includes: Day to day banking, Credit needs, Investment planning for short term and long term goals
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Collaborated with clients to develop customized investment portfolios.
  • Helped clients make informed decisions about financial future.
  • Presented financial plans and investment recommendations to clients.
  • Assisted clients with budgeting and cash flow management.
  • Developed and maintained strong relationships with clients and their families.
  • Completed New account opening, Setting up new investment with regular investment plan, completed and provided clients with mortgage, and various lending products based on needs.
  • Trained new employees and supported banking center as back up branch manager when needed.

Education

High school deploma -

Fort Richmond Colligiate
01.2004

Faculty of Nursing

University of Manitoba
01.2004

References

Upon Request

Languages

English
Bengali
Hindi

Certification

Canadian Securities Course

Wealth Management Essentials

Certificate in Advance Financial Advice

Financial Planning Supplement

Conduct and Practices Handbook



Timeline

Financial Advisor

CIBC
10.2006 - 07.2024

High school deploma -

Fort Richmond Colligiate

Faculty of Nursing

University of Manitoba
Toropdar Mili Rahman