Associate Financial Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Sam Lu Email & Phone Number
Associate Financial Advisor at CIBC
at
CIBC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Financial Advisor at CIBC
Location
Markham, Ontario, Canada
Company size
Who is Sam Lu? Overview
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Quick answer
Sam Lu is listed as Associate Financial Advisor at CIBC at CIBC, a with 34212 employees, based in Markham, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Sam Lu.
Sam Lu previously worked as Associate Financial Advisor at Cibc and Financial Services Representative II at Cibc. Sam Lu holds Master Of Business Administration - Mba from Bowling Green State University.
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CIBC
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Profile bio
About Sam Lu
Winner of CIBC F2024 Q1 Moment Makers Award.Winner of CIBC F2023 Q1 Moment Makers Award.7+ years of customer service/ sales experience in Canada, U.S., and China.Perfect bilingual in English and Mandarin.
Current workplace
Sam Lu's current company
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Cibc
3 roles
Sam Lu work experience
A career timeline built from the work history available for this profile.
Financial Services Representative Ii
• The FSR chosen for best practice sharing at the January 2024 CIBC Ontario East Region FSR best practice call.• 2024 Q1 Moment Maker.• F2024 1st 120D FSR sales champion in CIBC Ontario East Region with both most managed money net sales ($1.12 million gross sale which exceeded personal sales target by 2100%) and most RIPs set up (average 4.8/week).• F2024 FSR sales champion in 404/Major Mac Community with most UPLC unit sales and highest WAPR Ratio (62%).• Top 1% of FSR in Richmond Hill Market with most managed money gross sales in F2023.• Top 5% of FSR in Richmond Hill Market with most money-in gross sales in F2023.• 1st Quintile of FSR in Richmond Hill Market with most cash management & mortgage units sales in F2023.
Jun 2023 - Aug 2024
Customer Service Representative
• Top 1% of CSRs of CIBC in Richmond Hill market with the most successful referrals in F2023. • Top 2% of CSRs of CIBC in Richmond Hill market with the most CBFE matched pop up plan completion( credit limit increase, pre-approved PLC, pre-approved COPS, etc.) in F2023. • Top 10% of CSRs of CIBC in Richmond Hill market with the highest NPS score in F2023.
Jun 2022 - Jun 2023
Team & coworkers
Colleagues at CIBC
Other employees you can reach at cibc.com. View company contacts for 34212 employees →
JB
Jean-François Bélanger, Mba, Cfa
Colleague at CibcLaval, Quebec, Canada
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FY
Farzana Yesmin
Colleague at CibcEdmonton, Alberta, Canada
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WC
William Caradonna, Pfp®
Colleague at CibcCanada
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AA
Angelique Ann Luciano
Colleague at CibcWinnipeg, Manitoba, Canada
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NB
Nalin Bhat
Colleague at CibcHamilton, Ontario, Canada
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PC
Philip Canzone
Colleague at CibcCanada
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BX
Bruce Xie
Colleague at CibcRichmond Hill, Ontario, Canada
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CM
Correen Molho
Colleague at CibcWhitecourt, Alberta, Canada
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SJ
Shivang Jani, Cfa
Colleague at CibcGreater Toronto Area, Canada
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VV
Venemyer Vales
Colleague at CibcScarborough, Ontario, Canada
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Jean-François Bélanger, Mba, Cfa
Colleague at CibcLaval, Quebec, Canada
View →
FY
Farzana Yesmin
Colleague at CibcEdmonton, Alberta, Canada
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WC
William Caradonna, Pfp®
Colleague at CibcCanada
View →
AA
Angelique Ann Luciano
Colleague at CibcWinnipeg, Manitoba, Canada
View →
NB
Nalin Bhat
Colleague at CibcHamilton, Ontario, Canada
View →
PC
Philip Canzone
Colleague at CibcCanada
View →
BX
Bruce Xie
Colleague at CibcRichmond Hill, Ontario, Canada
View →
CM
Correen Molho
Colleague at CibcWhitecourt, Alberta, Canada
View →
SJ
Shivang Jani, Cfa
Colleague at CibcGreater Toronto Area, Canada
View →
VV
Venemyer Vales
Colleague at CibcScarborough, Ontario, Canada
View →
2 education records
Sam Lu education
Master Of Business Administration - Mba
Bachelor Of Science - Bs, Finance
FAQ
Frequently asked questions about Sam Lu
Quick answers generated from the profile data available on this page.
What company does Sam Lu work for?
Sam Lu works for CIBC.
What is Sam Lu's role at CIBC?
Sam Lu is listed as Associate Financial Advisor at CIBC at CIBC.
Where is Sam Lu based?
Sam Lu is based in Markham, Ontario, Canada while working with CIBC.
What companies has Sam Lu worked for?
Sam Lu has worked for Cibc.
Who are Sam Lu's colleagues at CIBC?
Sam Lu's colleagues at CIBC include Jean-François Bélanger, Mba, Cfa, Farzana Yesmin, William Caradonna, Pfp®, Angelique Ann Luciano, and Nalin Bhat.
How can I contact Sam Lu?
You can use AeroLeads to view verified contact signals for Sam Lu at CIBC, including work email, phone, and LinkedIn data when available.
What schools did Sam Lu attend?
Sam Lu holds Master Of Business Administration - Mba from Bowling Green State University.
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