Steve Dbritto Email & Phone Number

Calgary, Alberta, Canada

Vermilion, Alberta, Canada

Embody a unique blend of customer-centric focus and financial expertise. With finely honed communication skills, navigate complex financial landscapes to deliver tailored solutions that meet clients' diverse needs. Armed with a deep understanding of CIBC's products and services, able to seamlessly guide clients through their financial journey with confidence and clarity. Acknowledged with sharp problem-solving abilities, coupled with a keen eye for detail, ensure accuracy and reliability in every transaction. Adaptable to ever-evolving industry trends and client preferences, uphold the highest standards of ethical conduct, earning trust and respect at every interaction• Conducted comprehensive financial assessments, developing customized plans including investment strategies, retirement planning, insurance coverage, and wealth management solutions.

Greater Toronto Area, Canada

Kitchener, Ontario, Canada

• Daily customer interaction, booking and managing appointments, and assisting customers with grooming products. Proceeding the payments and maximizing customer Satisfaction.• Topmost product-selling employee with a contribution of >15% of total product Sales.• Addressing consumer grievances and resolving inquiries over the phone and in person.

Postgraduate Degree, Financial Planning And Services

Obtained comprehensive information on Canadian financial services, Insurance, investment planning, and counseling offered to the general.

Postgraduate Degree, Financial Technology

Abilities needed to assist people and companies in securing and investigating new channels for delivering financial goods and services

Bachelor Of Commerce - Bcom, Banking/Commerce/Accounting.

Acquired a solid understanding of accounting concepts and practices, audits, taxation, and budgeting.