adeeba shaikh

senior financial services representative, investments

About

A passionate, driven and determined person, I'm always looking for opportunities to take up leadership positions and be able to assist people on their roadmap to financial well-being. I am currently working at the Canadian Imperial Bank of Commerce in the Financial Services Representative role. Alongside, I'm actively working towards the Certified Financial Planner designation.

Country

canada

City

waterloo

Industry

financial services

Skill

financial accounting, financial analysis, cost accounting, mathematics, auditing, microsoft office, leadership, organization skills, marketing, microsoft excel, statistical data analysis, operations management, risk management, research, general ledger administration, opera, business, communication, managerial finance, economics, global human resources management, public speaking, creative writing, finance, teamwork, accounting, investments, tax, strategic planning, financial planning, mutual funds, analysis, management, financial services, business strategy, team leadership, customer service, sales, microsoft powerpoint, microsoft word, banking, wealth management, retail banking, credit, insurance, credit planning

Experience

senior financial services representative, investments

cibc

2017-9 - Present · 9 yrs 1 mo

financial services representative ii

cibc

2016-9 - 2017-8 · 1 yr

financial services representative - intake

cibc

2016-5 - 2016-9 · 5 mos

Financial Services Representative Development Program -Successfully completed the Intake Training Program for Financial Services Representatives. -Closed five secured lending deals during the fifteen week training program (Highest in the district) -Received multiple client testimonials recognizing excellent client service -Completed the 90-180 day requirement for new Mutual Fund Licensed Representatives

Education

st. joseph's convent high school

2009-1 - Present · 17 yrs 9 mos

conestoga college

2015-1 - 2016-1 · 1 yr 1 mo

The program provides students with all of the educational requirements to challenge the Certified Financial Planner (CFP) exam and become fully licensed with the Investment Industry Regulatory Organization of Canada and the Mutual Funds Dealers Association (IIROC/MFDA) and be prepared to challenge the Provincial Life Insurance Exam.

shri narsee monjee college of commerce & economics juhu development scheme vile parle west mumbai 400 056

accounting

2011-1 - 2014-1 · 3 yrs 1 mo

The University of Mumbai started the Bachelor of Commerce (Accounting & Finance) course in 2003-04. The course not only aims at training students to gain knowledge in the fields related to Accounting & Finance but also leads to the all-round development of their personality for aspiring Chartered Accountants & Financial Analysts. The BAF course provides comprehensive training to students in the field of Accounting & Finance by way of interaction, projects, presentations, industrial visits, practical training, job orientation and placements. Activities and Societies: Marketing & Advertising Club (2012-2013)

shri narsee monjee college of commerce & economics juhu development scheme vile parle west mumbai 400 056

commerce

2009-1 - 2011-1 · 2 yrs 1 mo

conestoga college

business management

2015-1 - Present · 11 yrs 9 mos

The Global Business Management graduate program provides an internationally focused body of knowledge and skills for individuals interested in extending their business understanding beyond the domestic environment. Graduated with High Distinction; GPA - 3.96.