Vijaya S. Salvi
Edmonton,Alberta
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. A self-motivated team player who is adept at cultivating partnerships and building lasting relationships across all demographics and management levels..
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
CIBC
Edmonton, AB
02.2021 - Current
- Provided financial advice and guidance to clients regarding investments, asset allocation, and portfolio diversification.
- Developed customized financial plans for clients based on their individual needs and goals.
- Evaluated risk management strategies such as insurance policies and annuities.
- Advised clients on tax planning strategies, retirement planning, estate planning, college savings plans, and other wealth management topics.
Mortgage Advisor
CIBC
Edmonton, Alberta
10.2019 - 02.2021
- Conducted comprehensive financial analysis on prospective borrowers to determine eligibility for mortgage products.
- Assisted customers in preparing loan applications, gathering necessary documents, and ensuring the accuracy of information provided.
- Negotiated terms of mortgage loans with lending institutions, including interest rates and repayment schedules.
Financial Services Representative
CIBC
Edmonton, AB
03.2015 - 10.2019
- Developed and implemented strategies for financial planning, investments, and retirement.
- Monitored market trends to determine the best investment products for clients.
- Conducted regular reviews of existing portfolios to ensure they remain in line with clients' goals.
Education
Applied Bookkeeping -
NAIT
Edmonton, AB01-2019
Diploma - Hotel Management & Catering
Dr. D. Y. Patil Institute of Hotel Management
India12.2005
Skills
- Portfolio Management
- Tax planning
- Investment strategies
- Asset Allocation
- Client Relations
- Pipeline Management
Certification
- CANADIAN PAYROLL ASSOCIATION CERTIFICATION PROGRAM, NAIT
- CANADIAN INVESTMENT FUNDS COURSE, IFSE Institute
Professional Highlights
Over 10+ years of hospitality and customer service experience. Effectively able to communicate with customers, staff, and management. Well organized in work habits, with the ability to function smoothly under pressure. Demonstrated ability to remain calm and professional in difficult situations. Good communication, interpersonal, and organizational skills. Work well independently and as part of a team.
References
References available upon request
Timeline
Associate Financial Advisor
CIBC
02.2021 - Current
Mortgage Advisor
CIBC
10.2019 - 02.2021
Financial Services Representative
CIBC
03.2015 - 10.2019
Applied Bookkeeping -
NAIT
Diploma - Hotel Management & Catering
Dr. D. Y. Patil Institute of Hotel Management
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