Hafis Hamsa
Financial Services Representative @CIBC
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WORK HISTORY
Financial Services Representative @CIBC
Aurora, ON, CA
Assist clients with opening accounts, credit cards, and lines of credit to support their day-to-day banking and borrowing needs. Help clients achieve financial goals by building emergency funds and investing in products like mutual funds, GICs, RRSPs, and TFSAs. Provide tailored lending solutions including personal loans and home equity lines of credit. Support clients with mortgage renewals by offering personalized and competitive options. Handle estate cases with care and professionalism, guiding clients through the process. Educate clients on digital banking tools and promote self-service options while ensuring a seamless in-branch experience. Maintain compliance with all regulatory requirements and internal policies. Collaborate with team members and refer clients to specialists for mortgages, investments, and business banking when needed.
EDUCATION
Oxford Brookes University
Bachelor of Applied Science - BSc, Accounting
Centennial College
Post graduate certificate , Financial Planning
ACCA
Chartered Certified Accountant, Accounting and Business/Management
The Canadian Institute of Financial Planning (CIFP)
CIFP Diploma, Diploma in FInanacial Planning
Centennial College
Post graduation Certificate , Strategic Management accounting
ABOUT HAFIS HAMSA
Aspiring Financial Professional with a background in customer experience and sales. Skilled in communication, problem-solving, and relationship-building. Passionate about learning and delivering tailored solutions, with a strong commitment to service excellence and team success
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