Sean Joseph Email & Phone Number
Who is Sean Joseph? Overview
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Sean Joseph is listed as Wealth Advisor at CIBC Wood Gundy, a with 2017 employees, based in Oakville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Sean Joseph.
Sean Joseph previously worked as Senior Wealth Associate at National Bank Financial and Senior Financial Advisor at Scotiabank. Sean Joseph holds Bachelor Of Commerce, Finance from Ryerson University.
Email format at CIBC Wood Gundy
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About Sean Joseph
Recognizing that an investment portfolio is unique for each individual, we tailor solutions to encompass your specific needs, family goals, and anticipated life events, such as retirement.With this in mind, my team and I work closely with you to build a customized wealth plan, and oversee an investment portfolio that aligns with your current and evolving needs. Leveraging the institutional strength of CIBC Wood Gundy partners, we provide market leading wealth management services. Our team of experts in financial planning, estate planning, insurance, tax, and philanthropy are prepared to share their expertise and contribute to the enhancement of your financial well-beinghttps://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer-fr.pdf
Sean Joseph's current company
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Sean Joseph work experience
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Senior Wealth Associate
Senior Financial Advisor
Managed a customer portfolio of over $50 million, with an annual goal of $12 million in newinvestments and borrowings.Worked with clients to develop personalized banking solutions to meet their credit and savings needsInvolved in various Scotiabank charity and fundraising events including Scotia Skates for CreditValley Hospital and Rich Hansen 25th Anniversary RelayAssisted clients in obtaining approval for mortgages, lines of credit, and other revolving credit products.Required to be on high alert for fraud attempts, identity theft, and other forms of deception.Trusted to handle confidential customer information, and financial transaction upwards of$1,000,000Expected to provided a superior level of customer service, while at the same time compiling withScotiabank and Canadian Banking regulations
Customer Service Representative
Accurately and efficiently processed and recorded routine transactions for bank customers includingcashing checks, accepting deposits and withdrawals, processing loan payments and moneytransfers.Met and surpassed weekly referral goals by engaging customers in discussions about Scotia Bank’sproducts and services, while recommending instruments that would be beneficial to the customerand referring them to sales officers.Position required superior numerical ability, good listening and communication skills, honesty andintegrity, and stress tolerance.Duties as head teller included ordering daily cash shipment for the branch, providing other tellerswith cash for their drawer, monitoring branch’s supply of foreign currencies, and collecting all cashat the end of the day for the outgoing shipment.
Colleagues at CIBC Wood Gundy
Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →
Luana Farina
Colleague at Cibc Wood GundyGreater Toronto Area, Canada
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CC
Corina Chisholm
Colleague at Cibc Wood GundyBedford, Nova Scotia, Canada
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Jamie Cote
Colleague at Cibc Wood GundyKitchener, Ontario, Canada
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Daniel Nahmias
Colleague at Cibc Wood GundyGreater Toronto Area, Canada
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SG
Shelley Grundy
Colleague at Cibc Wood GundyLondon, Ontario, Canada
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SM
Sheila Morais
Colleague at Cibc Wood GundyToronto, Ontario, Canada
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KS
Krista Sieroka
Colleague at Cibc Wood GundyToronto, Ontario, Canada
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JM
Joe Mathews
Colleague at Cibc Wood GundyToronto, Ontario, Canada
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AB
Alessandro Balsamo
Colleague at Cibc Wood GundyToronto, Ontario, Canada
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JL
Jeff La Morre
Colleague at Cibc Wood GundyOttawa, Ontario, Canada
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Sean Joseph education
Frequently asked questions about Sean Joseph
Quick answers generated from the profile data available on this page.
What company does Sean Joseph work for?
Sean Joseph works for CIBC Wood Gundy.
What is Sean Joseph's role at CIBC Wood Gundy?
Sean Joseph is listed as Wealth Advisor at CIBC Wood Gundy.
Where is Sean Joseph based?
Sean Joseph is based in Oakville, Ontario, Canada while working with CIBC Wood Gundy.
What companies has Sean Joseph worked for?
Sean Joseph has worked for Cibc Wood Gundy, National Bank Financial, and Scotiabank.
Who are Sean Joseph's colleagues at CIBC Wood Gundy?
Sean Joseph's colleagues at CIBC Wood Gundy include Luana Farina, Corina Chisholm, Jamie Cote, Daniel Nahmias, and Shelley Grundy.
How can I contact Sean Joseph?
You can use AeroLeads to view verified contact signals for Sean Joseph at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.
What schools did Sean Joseph attend?
Sean Joseph holds Bachelor Of Commerce, Finance from Ryerson University.
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