Rajdeep Singh

Rajdeep Singh Email and Phone Number

Manager, Client Advice II @ CIBC
Toronto, ON, CA
Rajdeep Singh's Location
Toronto, Ontario, Canada, Canada
About Rajdeep Singh

As a driven and detail-oriented professional, I bring 100% effort and focus to every task. My passion for wealth management and financial markets fuels my work, making any conversation about these topics truly engaging and fulfilling. I thrive on helping clients navigate their financial journeys, achieve their goals, and unlock new possibilities.In my current role at CIBC, I am privileged to work closely with high-net-worth individuals, building meaningful relationships and helping them address complex financial challenges. This hands-on experience has sharpened my expertise in understanding client needs, tailoring solutions, and delivering value.Beyond my professional role, I am passionate about creating connections that matter. My time with the BCIT Student Association allowed me to build a strong network while advocating for students and representing the School of Business on the council. This experience honed my interpersonal skills and reinforced the importance of collaboration and understanding diverse perspectives.I aspire to work in fast-paced, dynamic environments where I can collaborate with dedicated professionals to make a meaningful impact. My unique blend of values, experience, and perspective empowers me to contribute to organizational success while fostering relationships that go beyond the transactional.Let’s connect and explore opportunities to collaborate, share insights, and create value together!

Rajdeep Singh's Current Company Details
CIBC

Cibc

View
Manager, Client Advice II
Toronto, ON, CA
Website:
cibc.com
Employees:
45698
Rajdeep Singh Work Experience Details
  • Cibc
    Manager, Client Advice Ii
    Cibc
    Toronto, On, Ca
  • Cibc
    Financial Advisor
    Cibc Nov 2022 - Present
    Toronto, Ontario, Canada
    ● Managed a $160M portfolio for 400 high-net-worth individuals, delivering maximized returns through tailoredfinancial planning and diverse investment strategies.● Conducted client meetings to understand priorities and create financial plans, covering cash management, credit,investment, and wealth protection. Achieved a 96% client retention rate through my comprehensive plans.● Actively tracked market trends and sentiments to identify investment opportunities, advising clients on buy/sellstrategies considering their tax implications for optimal portfolio performance.● Set up meetings with clients through AI generated leads by CIBC and converted 83 of them into CIBC client’s afterconducting meetings and showing them the benefits and returns of my current portfolio.● Spearheaded training initiatives for 6 Junior Advisors, ensuring their success through comprehensive knowledgesharing, ongoing support, and professional development.
  • Cibc
    Financial Services Representative Ii
    Cibc May 2022 - Nov 2022
    Toronto, Ontario, Canada
    ● Promoted to Financial Advisor within 6 months by surpassing quarterly sales targets by 20%, earning top performerrecognition in the Toronto region.● Championed a customer-first approach, deepening client engagement and leveraging the bank’s extensive systems,relationships, and knowledge.● Identified and addressed client /prospect requirements, aligning them with suitable product offerings and driving a30% rise in product uptake.● Applied branch service standards and controls, achieving 100% compliance and mitigating operational risks
  • Vancity
    Member Experience Officer (Meo)
    Vancity Feb 2022 - May 2022
    Vancouver, British Columbia, Canada
    The member Experience Officer role at Vancity allowed me to broaden my horizons and gain experience in relationship building and matching people with the right products based on their needs.Some of my achievements are as follows:1. Providing lending where needed by members.2. Identifying opportunities for wealth management both discretionary and non discretionary.3. Setting up new accounts and becoming the gateway for members into Vancity.4. Offering advice on registered accounts and guiding members based on their risk tolerance and time horizons.5. Providing results in a competitive and fast paced environment.
  • Vancity
    Client Services Representative
    Vancity May 2021 - Feb 2022
    Vancouver, British Columbia, Canada
    Vancity is my first banking experience and it has helped me gain understanding of the banking industry with an in depth look into different specialties.Some of my achievements are as follows:1. Recognizing and forwarding opportunities pertaining to wealth management and lending by asking the right questions in an effective manner.2. Serving as a gateway and providing exceptional member experience.3. Upholding the values set forth by Vancity.4. Handling complex transactions and day to day banking support for members.5. Effectively handling corporate security incidents and offering solutions.6. Speaking to members about the holistic approach Vancity takes with regards to wealth management and introducing them to the services offered ranging from investments to wealth protection.
  • Bcit Student Association
    Councilor
    Bcit Student Association Sep 2020 - Aug 2021
    Burnaby, Bc, Canada
    BCIT student association is a non-profit student service and advocacy organization with a mandate to enhance student life. During my time as a Councilor, I got the opportunity to get an in-depth look at the workings of a non-profit organization with a chance to effect positive change.Some of my achievements are as follows:1. Represented the School of Business on the council. 2. Attended council meetings and voted on important decisions effecting BCIT.3. Served as a bridge between the students and the council.4. Provided advice and helped students.
  • Bcit Student Association
    Councilor - Finance Committee
    Bcit Student Association Sep 2020 - May 2021
    Vancouver, British Columbia, Canada
    The Finance committee of BCIT looks at the financial statements, portfolio and votes on important financial decisions related to the student association and BCIT.Some of my achievements are as follows:1. Worked with the portfolio manager of BCIT getting an in-depth look at the holdings and performance of a non-profit organization.2. Voted on important decisions related to the balance sheet and cash flow statement of BCIT.3. Developed an in-depth understanding of the finances of a non-profit organization by looking at the financial records of BCIT.

Rajdeep Singh Education Details

Frequently Asked Questions about Rajdeep Singh

What company does Rajdeep Singh work for?

Rajdeep Singh works for Cibc

What is Rajdeep Singh's role at the current company?

Rajdeep Singh's current role is Manager, Client Advice II.

What schools did Rajdeep Singh attend?

Rajdeep Singh attended British Columbia Institute Of Technology.

Who are Rajdeep Singh's colleagues?

Rajdeep Singh's colleagues are Faizal Jiwa, Shaleen Sharma, Cfp®, Aneesha Teeroovengadum, Kamran Masood-Mba, Harpreet Kaur S., Keisha Cruz, Geetika Bhasin.

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