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Vivek (He/Him)

Vivek (He/Him)

Followers of Vivek (He/Him)543 followers
location of Vivek (He/Him)North York, Ontario, Canada

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  • Timeline

  • About me

    Financial Advisor at CIBC - CFA Level 1 Candidate , CSC, IFIC

  • Education

    • Seneca College

      2018 - 2019
      Graduate Certificate BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES

      • Learned financial aspects of marketing by preparing single year, multi-year financial model.• Gained knowledge of strategic marketing by studying and solving business cases from Harvard Business School.• Got familiarized with different concepts of interactive marketing and created interactive marketing plans.• Created a digital marketing plan for ZARA and proposed various digital strategies as a part of the course.

    • BALAJI ENGINEERING COLLEGE - 109

      2012 - 2016
      Bachelor of Engineering - BE Elecrical Engineering

      • Developed numerical skills during the initial period of the program by learning about the different types of integrations.• Gained knowledge about different types of electrical machines.• Learned about the different concepts of basic electronics and interconnected power systems.

  • Experience

    • CIBC

      Nov 2020 - now

      ▪ Collaborating with Financial Planning Consultant to help high-net worth clients to preserve and increase their wealth.▪ Creating and enhancing business relationships with dedicated Imperial Service clients.▪ Meeting with the clients to understand their priorities through discovery meetings to advise them on short/long term goal planning. ▪ Ensured clients’ investment, financial and credit-related needs are met by providing a clear picture of their finances.▪ Focused on client education, leveraging the technology to deliver excellent goal planning.▪ Engaged in community and banking center events to create and enhance CIBC's presence in the market. • Proactively engaged with the clients on a daily basis in most areas of the banking to provide help and advice, while identifying sales and referral opportunities.• Focused on client education and demonstration, leveraging the technology to deliver a memorable and exceptional client experience.• Responded to client-initiated queries and assisted them with a full range of banking, investment and lending solutions.

      • Financial Advisor

        Feb 2024 - now

      • Senior Financial Services Representative

        Apr 2022 - Feb 2024

      • Financial Services Representative

        Nov 2020 - Apr 2022

  • Licenses & Certifications

    • Canadian Investment Funds Course

      IFSE Institute
      Sept 2020
      View certificate certificate

    • Advanced Lead Generation

      LinkedIn
      Nov 2019
      View certificate certificate

    • Canadian Securities Course

      Canadian Securities Institute
      Feb 2023

    • Verified International Academic Qualifications

      World Education Services
      Dec 2020
      View certificate certificate

    • Customer Service Foundations

      LinkedIn
      Dec 2019
      View certificate certificate

    • First Aid, Health and Safety for Coaches Online Course

      SAFETY FIRST SECURITY LTD
      Sept 2018