Chandan Dhoot
Financial Services Representative @CIBC
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WORK HISTORY
Financial Services Representative @CIBC
Fort Nelson, BC, CA
Provided goal-based financial advice tailored to each client’s life stage and priorities—such as retirement, children’s education, buying a home, credit planning, and portfolio reviews. Helped clients make informed decisions by offering personalized guidance on banking, investments, and long-term planning in a fast-paced environment. Built strong, lasting relationships through genuine conversations, exceptional service, and trust-based advice. Handled and resolved client concerns promptly, escalating when necessary to ensure smooth and satisfactory outcomes. Deepened client relationships by understanding their needs and delivering comprehensive solutions across investments, lending, insurance, and everyday banking. Used internal platforms like CBFE, ECIF, COINS, ECRM, and WMOL to provide efficient and accurate service. Consistently ranked as a top national performer, featured on the CIBC National Leaderboard throughout the last financial year for exceeding targets and delivering exceptional client experiences.
EDUCATION
George Brown College
Postgraduate Certificate, Financial Planning
The Institute of Chartered Accountants of India
CA intermidiate, Accounting and Finance
Savitribai Phule Pune University
Bachelor of Commerce - BCom, Business/Commerce, General
York University
Postgraduate Certificate, Accounting
ABOUT CHANDAN DHOOT
I\'ve completed the Investment Funds in Canada (IFC) course and hold a postgraduate certificate in financial planning and a bachelor\'s in commerce. I recently finished my postgraduate certificate in accounting from York University, deepening my expertise in the field as a financial services professional.My most recent work experience was as a cashier at A&W Food Services of Canada Inc, where I demonstrated outstanding customer service, efficiency, and accuracy. I processed customer orders and payments, handled cash and credit transactions, and built relationships with customers to encourage repeat business. I also achieved a 60% improvement in order handling and delivery, and ensured record-keeping and tax compliance. Previously, I interned as a financial advisor at Aditya Birla Sun Life Mutual Fund in India, where I prepared and executed investment proposals, portfolio evaluations, and financial plans for clients. I also assisted in research, analysis, asset mix decisions, and investment product selection, and collaborated with the top 5 banking centers to build relationships and enhance business opportunities. I am an excellent team player who can adapt to new environments and challenges, as I believe they bring growth. I am also passionate about providing forward-looking solutions to clients, exceeding their expectations, and contributing to the success of the team and the organization. I am always open to new and insightful conversations, so please feel free to contact me.Chandan Dhoot c••••••••@gmail.com
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