Ishika Dhar
Financial Services Representative @CIBC
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WORK HISTORY
Financial Services Representative @CIBC
Courtice, ON, CA
Manage and grow a client portfolio by delivering personalized advice across banking, investments, and lending using CIBC’s digital platforms and CRM tools.Provide investment solutions as a licensed Mutual Fund Dealer, advising on RRSPs, RESPs, GICs, DISAs, and managed mutual funds in compliance with CIRO-ID regulations.Support clients with Personal Line of Credit applications, credit consolidation, and cash-flow optimization through digital lending systems.Leverage data-driven insights and digital analytics to align financial solutions with client goals and risk profiles.Drive new business through networking, referrals, and digital prospecting, while upholding CIBC’s values of trust, teamwork, and accountability.
EDUCATION
Krishna Kumari City Corporation Girl's High School
Secondary School, Business Administration and Management, General
Enayet Bazar Mohila College
Higher School , Business Administration and Management, General
University of Windsor
Master's in Applied Economics and Policy , Applied Economics
National University | Bangladesh
Bachelor's degree in Social Science , Economics
ABOUT ISHIKA DHAR
As a dedicated Financial Services Representative at CIBC with a strong academic grounding in Applied Economics and Policy, I bring both analytical precision and a human-centered approach to every financial decision I support. With expertise in financial advising, investment analysis, and behavioral finance, I help individuals and businesses make informed, confident choices.In my current role at CIBC, I focus on building trusted client relationships, providing tailored banking solutions, and ensuring financial well-being through personalized advice. I’m certified in mutual funds and skilled in client relationship management, risk assessment, and strategic financial planning. My professional journey is strengthened by academic training from the University of Windsor, Canada, and hands-on experience in banking and financial operations.I’m passionate about empowering clients through financial literacy, supporting economic growth with data-driven strategies, and delivering solutions that align with both immediate and long-term goals. Areas of Focus:Financial Advisory & PlanningInvestment & Risk AnalysisBehavioral FinanceClient Relationship ManagementApplied Economic ResearchLet’s connect if you’re looking for a results-driven financial professional with a blend of academic insight and frontline experience. Contact: i••••••••@gmail.com
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