Divya Rajwani

Financial Services Representative Ii @CIBC

Brampton, ON, CA

Identify Financial Planning needs and discuss the benefits of comprehensive financial planning with clients.• Structure financial solutions to meet client needs and help them to achieve their short and long-term financial goals.• Collaborate with partners, including mortgage advisors and investment specialists, for expert advice that enhances client experience.• Focus on holistic financial planning, including cash management, credit solutions, investment solutions, and wealth protection plans.• Customer-centric approach to delivering financial advice and recommendations using the Smart Planner tool and completingover 100% of targets.• Completing staircase activities beyond targets, high NPS, and providing referrals to Financial Advisors and Associate Financial Advisors for potential high-value clients.