Brenda Schofield

Financial Advisor @CIBC

Chilliwack, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2020 — Present

Financial Advisor @CIBC

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EDUCATION

1991 — 1991

Canadian Institute of Credit and Financial Management

Basic Studies in Credit

2011 — 2011

The Investment Funds Institute of Canada (IFIC)

Canadian Investment Funds Course

1999 — 1999

The Institute of Canadian Bankers

Branch Compliance Officer’s Course

SKILLS

Portfolio ManagementConsumer LendingResidential MortgagesBusiness PlanningCommercial LendingRetirement PlanningBankingBusiness DevelopmentCommercial BankingBusiness AnalysisUnderwritingStrategic PlanningMortgage BankingStrategic Financial PlanningBranch BankingLines of CreditWealthRetail BankingInvestment PropertiesMutual FundsCreditCredit AnalysisSmall Business LendingMortgage LendingDisability InsuranceInvestment AdvisoryFinancial RiskLoansInsuranceWealth ManagementFinancial AdvisoryCommercial MortgagesSmall BusinessCoachingReal EstateRelationship ManagementRetirementChange ManagementRisk ManagementFinancial Planners

ABOUT BRENDA SCHOFIELD

Talented Banking Professional with a strong reputation for outstanding customer service resulting in building and retaining a loyal customer base. A Sales Leader who consistently meets and surpasses sales targets, and can capably promote full services including personal lending and mutual fund investments. Skillfully resolves client issues through focus on listening, probing to ensure understanding, commitment to resolving issues and ensuring full client satisfaction. Key Achievements: • Ranked as Top Sales - Retail (2012) for consistently meeting and surpassing sales targets • Awarded Top Partner Referral – Retail (2011) contributing to rapid revenue growth in Insurance and Investment Services

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Brenda Schofield — Financial Advisor at CIBC in Chilliwack, BC, CA | Unifers