Associate Financial Advisor
Current
Jul 2023 - Present
AeroLeads people directory · profile
Harmanjot Kaur Email & Phone Number
Associate Financial Advisor
at
CIBC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Financial Advisor
Location
Woodstock, Ontario, Canada
Company size
Who is Harmanjot Kaur? Overview
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Quick answer
Harmanjot Kaur is listed as Associate Financial Advisor at CIBC, a with 34212 employees, based in Woodstock, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Harmanjot Kaur.
Harmanjot Kaur previously worked as Financial Services Representative at Cibc and Customer Service Representative at Cibc. Harmanjot Kaur holds Global Hospitality Management, Hospitality Administration/Management from Conestoga College.
Company email context
Email format at CIBC
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CIBC
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Profile bio
About Harmanjot Kaur
I have done bachelor of commerce from India and Global Business Management and Global hospitality management from the Conestoga College. I also three years of experience in Hospitality. Currently, I am working as a Associate Financial Advisor at CIBC. I am able to adapt new environments, and undertake various task given. I also enjoy working in fast paced environment that is driven by results. Among my strongest qualities, my dedication and commitment is to helping clients with the strongest level of clients satisfaction. I keep my work-ethic to high standards, strive on taking new challenges and commitment to hard work,
Current workplace
Harmanjot Kaur's current company
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Cibc
7 roles
Harmanjot Kaur work experience
A career timeline built from the work history available for this profile.
Financial Services Representative
Provide an exceptional experience for new and existing clients by identifying their needs through utilization of CIBC financial toolsPlan business activities to meet weekly sales, services and referral targets for personal and small business clients. Demonstrating a strong code of ethics while adhering to and protecting clients privacy.Proactively contact clients by phone to identify clients potential needs and scheduling appointments to further discuss clients opportunities. Resolve clients problems quickly and refers to colleagues as appropriate.Seek to understand and advise clients based on comprehensive financial planning approach including cash management, credit, investment and wealth protection.
Apr 2022 - Jul 2023
Customer Service Representative
Everyday creating exceptional client experiences by engaging with clients to understand and meet their immediate everyday banking needs. Abiding by working within policies, procedures and security measures to maintain the highest level of risk management that is possible. Always using probative questions to identify opportunities to expand a client’s relationship with CIBC and to positively promote CIBC’s products and services to those who need them most. Consistently working efficiently, paying utmost attention to detail balance cash and transactions daily without errors. Continually working as a part of team to ensure the client is receiving the most appropriate advice and introduce them to the right colleague within the bank
Aug 2021 - Apr 2022
Manager
Aug 2019 - Apr 2022
Sales Floor Team Member
Aug 2018 - Oct 2019
Sales Representative
Canadian Design Furniture
May 2018 - Jul 2018
Cashier
Capital Local Area Bank
Jul 2016 - Feb 2018
Team & coworkers
Colleagues at CIBC
Other employees you can reach at cibc.com. View company contacts for 34212 employees →
DR
Deepta Rayner, Mba, Ccxp, Pmc-Ii
Colleague at CibcToronto, Ontario, Canada
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DG
Doris Gray
Colleague at CibcOliver, British Columbia, Canada
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MR
Manoj Reddy
Colleague at CibcScarborough, Ontario, Canada
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LG
Leanne Gibney
Colleague at CibcSpruce Grove, Alberta, Canada
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WJ
Wilson Joseph
Colleague at CibcToronto, Ontario, Canada
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EW
Elizabeth Wong
Colleague at CibcCanada
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JC
Joshua Curtis
Colleague at CibcGreater Toronto Area, Canada
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AG
Anxhela Guce
Colleague at CibcToronto, Ontario, Canada
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RJ
Ria Jalota
Colleague at CibcKitchener, Ontario, Canada
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SG
Sandy George
Colleague at CibcUnited States
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Deepta Rayner, Mba, Ccxp, Pmc-Ii
Colleague at CibcToronto, Ontario, Canada
View →
DG
Doris Gray
Colleague at CibcOliver, British Columbia, Canada
View →
MR
Manoj Reddy
Colleague at CibcScarborough, Ontario, Canada
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LG
Leanne Gibney
Colleague at CibcSpruce Grove, Alberta, Canada
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WJ
Wilson Joseph
Colleague at CibcToronto, Ontario, Canada
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EW
Elizabeth Wong
Colleague at CibcCanada
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JC
Joshua Curtis
Colleague at CibcGreater Toronto Area, Canada
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AG
Anxhela Guce
Colleague at CibcToronto, Ontario, Canada
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RJ
Ria Jalota
Colleague at CibcKitchener, Ontario, Canada
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SG
Sandy George
Colleague at CibcUnited States
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4 education records
Harmanjot Kaur education
Global Hospitality Management, Hospitality Administration/Management
Global Business Management, Business Administration And Management, General, 3.5
Bachelor'S Degree, Business/Commerce, General, 80%
Bachelor'S Degree, Business/Commerce, General, 80%
FAQ
Frequently asked questions about Harmanjot Kaur
Quick answers generated from the profile data available on this page.
What company does Harmanjot Kaur work for?
Harmanjot Kaur works for CIBC.
What is Harmanjot Kaur's role at CIBC?
Harmanjot Kaur is listed as Associate Financial Advisor at CIBC.
Where is Harmanjot Kaur based?
Harmanjot Kaur is based in Woodstock, Ontario, Canada while working with CIBC.
What companies has Harmanjot Kaur worked for?
Harmanjot Kaur has worked for Cibc, Pizza Hut, Tim Hortons, Canadian Design Furniture, and Capital Local Area Bank.
Who are Harmanjot Kaur's colleagues at CIBC?
Harmanjot Kaur's colleagues at CIBC include Deepta Rayner, Mba, Ccxp, Pmc-Ii, Doris Gray, Manoj Reddy, Leanne Gibney, and Wilson Joseph.
How can I contact Harmanjot Kaur?
You can use AeroLeads to view verified contact signals for Harmanjot Kaur at CIBC, including work email, phone, and LinkedIn data when available.
What schools did Harmanjot Kaur attend?
Harmanjot Kaur holds Global Hospitality Management, Hospitality Administration/Management from Conestoga College.
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