Adnan Syed
Financial Services Representative @CIBC
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WORK HISTORY
Financial Services Representative @CIBC
Toronto, ON, CA
Help clients grow and protect their savings through GIC solutions totaling over $1M • Support clients in building long-term wealth through mutual fund investments totaling $260K+ • Maintain strong client relationships, reflected in a 104% Net Promoter Score (NPS) • Open and manage everyday banking accounts while guiding clients through digital banking tools • Identify client needs and connect them with mortgage and investment specialists.
EDUCATION
Lambton College
Postgraduate Financial Planning and Wealth Management (FPWT), Financial Planning and Services
Osmania University
Bachelor of Business Administration - BBA, Finance
Sri Chaitanya College of Education
Maths Physics Chemistry
ABOUT ADNAN SYED
Hi! I’m Adnan and currently enjoying & learning as a FSR @CIBC. I love reading books, pets, cooking, gym and exploring new places. I’ve also started making reels related to storytelling.Happy to connect!
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