Javin Ho work email
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Top 10% Investment Consultant at CIBC with 10 years of experience in the financial industry. I specialize in financial planning and managing all my clients financial needs; which include credit/lending, investment, wealth protection, as well as cash management.
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Investment ConsultantCibc Mar 2019 - Oct 2022Vancouver, British Columbia, Canada- Provide financial planning for customers to assist them in reaching their goals- Use of financial planning tools such as MorningStar and Retirement Planning tools to analyze a clients financial situation and create a plan- To source new clients and build on existing CIBC clientsHighlights- $32mil in total sales in Fiscal 2021- $8.9mil in managed funds sales in Fiscal 2021- Ranked Top 40 Investment Consultants in Canada in 2020 -
Senior Financial Advisor - Imperial ServiceCibc Sep 2016 - Mar 2019Vancouver, British Columbia, Canada- Manage a portfolio of clients and all their needs with investment, lending, retirement and education planning- Build customer relationships by providing them with financial advice and products that meet their investment, borrowing and day-to-day banking needs - Effectively work on multiple deals and prioritize time to meet mortgage funding deadlines- Established strong relationships with several realtors, immigration consultants, accountants and other centers of influence to further build my client base and pipelineHighlights:- Achieved total net sales of 150% to plan in Fiscal 2018- 149% to target on mortgage net sales- 132% to target on managed money net sales- 296% to target on business net sales- Awarded Imperial Club 2018 - Top 10% Advisors
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Senior Financial Services RepresentativeCibc Feb 2016 - Sep 2016Burnaby, British Columbia, Canada- Build customer relationships by providing them with financial advice and products that meet their investment, borrowing and day-to-day banking needs- Proactively call clients to schedule appointments for a financial review- Effectively work on multiple deals and prioritize time to meet mortgage funding deadlines- Calculate mortgage qualifying ratios as well as use analytical tools for investment planning and retirement planning
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Financial Services RepresentativeCibc Feb 2014 - Jan 2016Coquitlam, British Columbia, Canada- Build customer relationships by providing them with financial advice and products that meet their investment, borrowing and day-to-day banking needs- Proactively call clients to schedule appointments for a financial review- Effectively work on multiple deals and prioritize time to meet mortgage funding deadlines- Calculate mortgage qualifying ratios as well as use analytical tools for investment planning and retirement planningHighlights:- 2015 Q3 Achiever and 2016 Q1 Achiever- 2015 Employee of Choice- 2015 Fiscal Year: 115.2% to target in unit sales, 221% to target in gross managed money, 193.6% to target in gross mortgages and 136.8% to target in gross credit excluding mortgages- Completed 2014 and 2015 in First Quartile on the Annual Balanced Scorecard
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Customer Service RepresentativeCibc Jun 2012 - Feb 2014Coquitlam, British Columbia, Canada- Process a variety of transactions accurately and efficiently under a fast-paced environment while ensuring compliance and risk standards are met- Actively listen and identify opportunities to offer value-added advice and refer clients to a Financial Advisor to assist them in achieving their individual investment and financial goals- Ability to carefully listen and take care of any concerns or needs a client might have- Manage individual, branch, and ATM cash on a daily basis and servicing ATM as neededHighlights:- Top 10% in sales nationally within the first 6 months of employment- Obtained 329% to target in terms of customer referrals and 437% to target in terms of successful referrals leading to sales
Javin Ho Skills
Javin Ho Education Details
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Accounting And Finance
Frequently Asked Questions about Javin Ho
What is Javin Ho's role at the current company?
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Javin Ho's email address is ja****@****ibc.com
What schools did Javin Ho attend?
Javin Ho attended Beedie School Of Business At Simon Fraser University.
What skills is Javin Ho known for?
Javin Ho has skills like Customer Service, Teamwork, Financial Analysis, Time Management, Finance, Residential Mortgages, Financial Planning.
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