Giovanni Primiani
Senior Financial Planning & Advice Coach @CIBC
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WORK HISTORY
Senior Financial Planning & Advice Coach @CIBC
Montreal, CA
Internal counsel - Financial Planning - Providing financial planning guidance to relationship managers and sales force partners in all areas of financial planning: tax, estate, protection and risk management, retirement, investment, family law - through deeper analysis of client situation, determine potential opportunities and considerations around implementing other ‘non-bank’ solutions : various forms of trusts, insurance, power of attorneys/protection mandates, personal care directives, IPPs and grsp for business owners, charitable giving structures, etc…- Responsible for training and in-house learning programs for advisors across the country- Acting as both an industry, regulatory, and product knowledge specialist- Be the first point of contact for any Quebec specific considerations around financial planning especially as they relate to Family Law / civil code and Quebec specific retirement plans and labour sponsored funds.
EDUCATION
Canadian Securities Institute
Branch Compliance Officer's course
Vanier College
D.E.C. - Mathematics and Social Sciences
3M National Coaches Association of Canada
Senior League Certified Technical and Practical Quebec Coach
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
current STEP Affiliate,in pursuit of TEP designation
Canadian Securities Institute
Investment Funds in Canada
Canadian Securities Institute
Certificate of Financial Planning
Concordia University
Bachelor of Commerce (B.Com.)
Institut québécois de planification financière (IQPF)
Fin. Pl - Financial Planner (Quebec)
ABOUT GIOVANNI PRIMIANI
Experienced Financial Planning Specialist with a demonstrated history of working with High Net Worth families and individuals in Wealth Management. Skilled in Coaching, Financial Planning Guidance and Counsel, Conference Speaking and Presentation skills.
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