Yash Sharma
Financial Services Representative Ii @CIBC
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WORK HISTORY
Financial Services Representative Ii @CIBC
Toronto, ON, CA
1.Develop strong client relationships by identifying financial needs and delivering customized banking solutions.2. Conduct in-person consultations to provide guidance on personal and business banking, including cash management, credit, investments, and financial planning.3. Support clients in achieving their financial objectives through meaningful, needs-based conversations.4. Promote and educate clients on digital banking solutions, including mobile and online platforms, to enhance convenience and efficiency.5. Collaborate with internal partners to connect clients with appropriate specialists and financial services.6. Participate in branch outreach and marketing initiatives to strengthen client engagement and drive business growth.
EDUCATION
Lambton College
Postgraduate Degree, Financial Planning and Services
Symbiosis College of Arts & Commerce
Bachelor of Commerce - BCom, Marketing
ABOUT YASH SHARMA
I have recently begun a new role as a Financial Services Representative II at CIBC, where I support clients with everyday banking needs and provide tailored financial solutions while maintaining high standards of service and regulatory compliance.I am a graduate of Lambton College, having completed a postgraduate program in Financial Planning, complemented by the Investment Funds in Canada (IFC) certification and a foundational background in marketing from Symbiosis College. My previous experience at Walmart and Wipro strengthened my customer service, analytical, and problem-solving skills, reinforcing a client centric approach to financial services.
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