James Wiklund
Investment Consultant @CIBC
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WORK HISTORY
Investment Consultant @CIBC
Focusing on helping clients that require investment advice and financial planning. I advise clients in the areas of investments, retirement planning, estate planning, taxation and risk management.Achievements include:• Ranked 40th overall nationally out of 300 MIC\'s for Fiscal 2017 • Outperformed expectations at 207% of sales target for Fiscal 2017• Ranked 5th overall nationally out of 400 MIC’s for Fiscal 2018• Outperformed expectations at 525% of sales target for Fiscal 2018• Ranked 100th in the overall nationally and 53rd in total long-term volume nationally out of 500 MIC’s for Fiscal 2019• Ranked 52nd in managed volume nationally out of 500 MIC’s for Fiscal 2020 and ranked number number one in area• Much higher than average deal size and experienced at acquiring full share of wallet• Impeccable pipeline management ensuring timely closings and steady flow of deals• Selected for focus group to improve MIC development and training• Mentoring select new hires for success in their new role• Coaching colleagues on using specialized tools during area MIC meetings• Recipient of Award of Excellence for Q4 Fiscal 2017• Recipient of Award of Excellence for Q2 Fiscal 2018• Recipient of Award of Excellence for Q4 Fiscal 2018• Qualified for 2018 Mobile Advice Leaders Conference• Sales Volume Award Burlington, Oakville and Waterdown for Fiscal 2019• Recipient of Award of Excellence for Q4 Fiscal 2019
EDUCATION
Brock University
Honours Bachelor of Accounting (B.Acc.), Accounting
Canadian Securities Institute
Financial Management Advisor Designation (FMA)
McMaster University
Master of Business Administration (MBA), Finance
ABOUT JAMES WIKLUND
Experienced Investment Consultant with a demonstrated history of working in the banking…
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