Amanda Pardy
Senior Financial Advisor, Imperial Service @CIBC
Toronto, ON, CA
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MOBILE NUMBERS
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WORK HISTORY
Nov 2017 — Present
Senior Financial Advisor, Imperial Service @CIBC
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CA
EDUCATION
2018 — 2018
Canadian Securities Institute
Conduct and Practices Handbook, Finance, General
2017 — 2018
Canadian Securities Institute
Wealth Management Essentials, Financial Planning
1998 — 2010
George Brown Polytechnic
Advanced Diploma: Business Administration/Financial Planning, Finance and Financial Management Services
2008 — 2009
Canadian Securities Institute
CSC, Financial Planning
SKILLS
LeadershipFinancial AnalysisRisk ManagementFinancial AdvisoryPersonal Financial PlanningSmall BusinessFinancial ServicesMortgage LendingCreditLoansTeam LeadershipInvestmentsBankingAnalysisBusiness PlanningNegotiationSalesSmall Business LendingPortfolio ManagementFinanceCustomer ServiceBusiness AnalysisBudgetsRetail BankingFinancial PlanningCredit RiskCredit AnalysisResidential MortgagesMutual FundsStrategic Financial Planning
ABOUT AMANDA PARDY
Senior Financial Advisor, Imperial Service at CIBC
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