Harpreet Singh
Financial Services Representative Ii @CIBC
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WORK HISTORY
Financial Services Representative Ii @CIBC
Surrey, BC, CA
Assessed clients\' income, expenses, financial objectives, and risk tolerance to develop tailored financial plans.Provided a broad spectrum of investment products and services to align with clients\' best interests.Worked with colleagues to deliver well-informed recommendations, helping to build enduring client relationships and support the company\'s growth.Created detailed financial plans and solutions while staying informed about the latest industry trends and best practices.Reached out to clients daily to present CIBC’s customized offers, effectively introducing them to new opportunities.
EDUCATION
Guru Nanak Dev University, Amritsar
Bachelor of Commerce - BCom, Business/Commerce, General
DAV Centenary Public School - India
Senior secondary, Business/Commerce, General
ABOUT HARPREET SINGH
As a graduate in commerce with 11 years of experience in the banking sector, I have…
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