Bavleen Kaur
Financial Services Representative Ii @CIBC
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WORK HISTORY
Financial Services Representative Ii @CIBC
Kitchener, ON, CA
EDUCATION
Conestoga College
Ontario College Diploma
Conestoga College
Financial Planning Services
Sri Guru Gobind Singh College Of Commerce
Bachelor of Arts Economics Hons.
ABOUT BAVLEEN KAUR
Planning is about bringing the future into present, so that you can do something about it now.” – Alan Lakein. I believe in creating value today to achieve the best returns tomorrow. Hello! I\'m a Financial Services Professional passionate about delivering personalized financial solutions and building lasting client relationships. My academic journey includes training in Financial Planning Services and Global Business Management from Conestoga College, where I maintained an 80%+ average and earned multiple distinctions. I\'m particularly proud of representing my college at the CIFP competition, showcasing my commitment to excellence in financial planning. I\'ve demonstrated my capabilities through real-world achievements, including developing comprehensive financial plans that improved portfolio performance by 27% and providing personalized financial solutions to customers, attaining 100% in Customer Satisfaction scores 🧰 My professional toolkit includes: Navi Plan Power BI Salesforce Microsoft Office Suite (Excel, Word, PowerPoint) Tableau I hold the Canadian Securities Course (CSC®) certification, reflecting my commitment to professional development in Financial Services Industry. Passionate about client success, I am dedicated to leveraging my enthusiasm for financial planning and customer service to drive results, foster growth, and contribute meaningfully to organizational goals.
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