Toronto, Ontario, Canada
PROFESSIONAL ACCOMPLISHMENTS Extensive Financial Planning credentials and experience providing comprehensive hollistic Advice and solutions. Professionalism and Experience leading to a rewarding and outstanding client service experience. Ability to contribute consistently towards the growth of the organization.
- Fully accredited Financial Planner providing holistic advice to an exclusive book of HV clients - YOY increase in book value through acquisition and retention of HV clients - Wealth protection and advice including Retirement and Estate planning - Working closely with other CIBC Wealth Divisions such as Private Wealth and Wood Gundy - Comprehensive planning and solutions - investments, lending , protection and Estate planning - Digital Advice Center - Mentoring 4 Junior Financial Service Representatives at branch - Assisting General Manager with operations related areas
Senior Financial Services Representative for bigger branch (level 7) Higher annual targets and highest ranked Financial service rep at branch More client connections and ability to build larger client base Client's demographics represent high net worth and deeper client penetration Exceeded Managed Money targets for many consecutive years and on leader boards Ranked 2nd in entire district for Managed Money in 2013 completed many Quartile dashes in 1st quartile ranking Providing mentoring and leadership to 3 other junior FSR's at branch Assisting with the day to day running of the branch in the absence of a Branch Manager
Position where extensive Financial Services Training and Professional credentials will add value Maintained 1st Quartile ranking for 2 consecutive quarters in 2012 and finished in 1st quartile overall for year 2012 Quarterly “Achievers Award” for 2012 for overall Sales. Top 10% Nationwide Mutual Fund Sales Achievers Award for overall Sales in District 2012. ranked 3rd for entire district in overall sales - over $1 million in Mutual fund sales for 2012
• Providing customized long term Financial Planning soloutions to clients. • Encompassing use of Sunlife Financial analyzer alogarithom tool to guide clients through life stage planning • Tax and Estate planning for High net worth clients including advice on probate fees. • Large vested client base of over $1 million in net life and investment assets. • Selling all CI related mutual and segregated funds including CI Harbor, CI Signature, CI Cambridge • Educating clients on various products and services • Promoting and selling a variety of products including RRSP’s, RESP’s, TFSA’s, GIC’s and annuities • Ongoing Training and development through Sunlife on product knowledge, selling techniques. • Consistently achieving all sales objectives and campaigns