Henry Lee

Investment Planning Specialist @CIBC

Toront, ON, CA

Ranked the top 20% in the national Mobile Sales Force leaderboard, accumulated in excess of 15 million dollar in external asset by leveraging existing center of influence connections as well as CIBC partners such as Mortgage Advisor and Business AdvisorDeeply involved in business development and community involvement initiatives on my local market to build bonding relationship to create sales opportunities. Established relationship with 1 Centre of Influence a month and attended 6 networking events in the past 12 months.Provide value added services at the Community Banking Center by co-leading the Financial Service Representative team on developing skills for client discovery process and financial advice to successfully assist the banking center on achieving overall “Money-In” target at the banking center level.Building and maintaining strong relationship with CIBC partners by client referrals. Successfully 6 High net worth professionals and newcomers to Mortgage Advisor and Business Advisor in the previous 12 months.

University of Toronto

Bachelor of Arts - BA, Economics