Jonathan Hoffmann, Pfp Email & Phone Number

British Columbia, Canada

● Developed and implemented a strategic vision for launching the first non-urban market in Canada for the newMobile Advice National strategy, resulting in the successful establishment of a thriving program.● Inaugurated the program with impressive results, achieving a remarkable $80 million in sales volume within thefirst year.● Managed a decentralized team of Investment Planning Specialists spanning the province of British Columbia,driving top-line sales volumes exceeding $305MM.● Distinguished recipient of the Key Contributor Award in 2022, one of only three awarded nationally, recognizingoutstanding contributions to the organization.● Effective manager and developer of a successful sales team, employing coaching and relationship-building tocapitalize on CIBC's value proposition and achieve business growth.● Successfully led change management initiatives that improved team performance and streamlined processes,resulting in an increase in efficiency and employee engagement.● Demonstrated strong attention to detail by meticulously tracking and measuring sales volumes, campaigneffectiveness, risk strategy, and compliance, ensuring the highest standards of performance and regulatorycompliance.● Acted as the primary liaison between the organization and all stakeholders, including senior and localleadership, cultivating and nurturing relationships with the overarching goal of consistently exceeding targets.● Ranked at the top of the National Leaderboard for all of F'22, a testament to consistently exceptionalperformance and leadership within the company.● Leveraged strong presentation skills to deliver educational support and sales training, contributing to teamsuccess and market leadership.

Bc - Lower Mainland

Cultivated and nurtured strong relationships with senior leadership and stakeholders, managers, and salesteams, resulting in a substantial increase in market share, customer loyalty, and retention rates.● Maintained a high level of visibility within the organization, offering valuable sales aids, competitive insights,best practices, and sales tips through various communication channels, including conference calls, one-on-onesessions, and group meetings.● Facilitated impactful training sessions that significantly enhanced employee capabilities in critical areas suchas sales tools utilization, product knowledge, objection handling, lead generation, and messaging, contributingto improved sales performance.● Transformed a previously underperforming position from 4th quartile/10th decile (last in the country) to 1stquartile/1st decile within just 1.5 years, demonstrating a remarkable ability to drive positive change andachieve outstanding results.● Effectively managed multiple and diverse priorities, aligning efforts with a focus on increasing overall resultsand driving revenue and profitability for the organization.

● Proactively delivered customer-focused mortgage solutions and advice, consistently exceeding clientexpectations.● Spearheaded local business development efforts, establishing new customer relationships and fosteringlong-term partnerships with key stakeholders and Centers of Influence.● Cultivated strong relationships with realtors, brokers, home builders, and other strategic partners, drivingcollaboration and enhancing referral networks.● Leveraged the full suite of RBC capabilities, including branches, alternate delivery channels, and servicepartners, to successfully achieve and exceed business goals.● Maintained a consistent track record as the top-performing mortgage specialist in the Fraser Valley region fromthe inception of the position.● Recognized as the "Rookie of the Year" and recipient of the prestigious "President's Award," reflectingexceptional contributions and dedication.● Multiple-time winner of the RBC Career Sales Force Convention, showcasing excellence in sales performanceand customer service.● Consistently ranked in the top 5-10% among mortgage specialists in the province, highlighting a strongcommitment to excellence and client satisfaction.● Achieved remarkable insurance penetration results, with an impressive rate of almost 60%, demonstrating akeen ability to provide comprehensive financial solutions to clients.

● Successfully grew and maintained an assigned portfolio of business banking relationships, demonstrating astrong commitment to client satisfaction and retention.● Proactively acquired business banking relationships from existing personal clients, expanding the scope ofservices provided and fostering a deeper connection with clients.● Acquired and cultivated Centers of Influence within the community, enhancing the network and referralopportunities for the organization.● Took on a new desk and achieved remarkable results by growing it from zero, consistently ranking among thetop individuals in this position within the Chilliwack to Vancouver area.● Demonstrated a consistent track record of exceeding annual targets for the position, illustrating a strong abilityto meet and surpass performance expectations.

● Collaborated closely with clients to apply financial counseling principles, actively assessing their life stageneeds, and delivering proactive financial solutions tailored to their individual circumstances.● Played a key role in achieving sales plans and related activities by strategically growing both existing and newclient portfolios.● Conducted impactful business development activities, resulting in a significant increase in referrals, clientacquisition, and overall business growth.● Demonstrated a remarkable track record of consistently exceeding annual targets each year in this position,showcasing a strong ability to meet and surpass performance expectations.● Achieved recognition by consistently ranking in the top tier of individuals in this position within the area,highlighting exceptional dedication and contributions to the organization's success.

Ottawa, Canada Area

● Managed a prestigious portfolio of high net worth individuals, primarily executives of major corporations andPriceWaterhouseCoopers partners, providing personalized financial services tailored to their unique needs.● Successfully handled both personal and business lending for clients, effectively managed their investments, andpromoted pooled investment products to optimize their financial positions.● Acted as the primary liaison between clients and HSBC Securities, ensuring comprehensive service forfull-service investment needs, further enhancing client relationships.● Led the charge in overseeing group RRSP products for the Ottawa area, expanding the portfolio by cultivating astrong Center of Influence (COI) network and attracting new companies to join the program. Responsible forguiding staff in completing the Group RRSP sales process, including enrolling individuals at client companies.● Demonstrated a remarkable track record of consistently exceeding annual targets in this role. In mutual fundsales alone, achieved sales figures that surpassed the entire region's sales for a one-year period.● Earned recognition as the top individual in Ontario, underscoring exceptional performance and leadershipwithin the organization.