Vinay S. Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships. Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.

Toronto, Ontario, Canada

• Provide the IA with sales support by identifying net asset growth and revenue opportunities• Develop and foster strong productive relationships with the IAs, their clients and partners (e.g. Operations teams, Governance & Control)• Assist clients with inquiries and requests and proactively contact clients for appointment booking, seasonal opportunities and statement reviews acting as an extension of the Investment Advisor's practice• Respond to IA/Client inquiries promptly and accurately, including timely follow up• Create a positive IA, client and business partner experience with every interaction and look for ways to contribute to the ongoing improvement of the business and client experience• Submit, and follow up on new account, transfer, material change and other documents to ensure completion, advising the IA or Client as required• Investigate, resolve, and follow up on IA and Client issues, providing viable solutions or options• Provide documents/information that effectively supports the needs of the IA, detailing IA action as appropriate• Contribute to the timely and accurate completion of new account openings, money movement, iForms, and other administrative and transactional requests• Take ownership of all transactions, ensuring account maintenance, operations and escalations are processed in a timely and satisfactory manner

Toronto, Ontario, Canada

Brampton, Ontario, Canada

Brampton, Ontario, Canada

Brampton

Toronto, Canada Area

Toronto, Canada Area

Level 2 Candidate Cfa Program, Finance

Bachelor Of Commerce (Bcom), Finance, General

Bachelor Of Business Administration (Bba)