Mili Rahman

Experienced and client-focused Financial Advisor with 17+ years of progressive experience in retail banking, financial planning, and client relationship management. Adept at developing tailored investment strategies, managing credit and lending portfolios, and providing comprehensive financial guidance to diverse clientele. Recognized for strong interpersonal skills, process optimization, and leadership support within dynamic, fast-paced banking environments. Fluent in English, Bengali

Financial Advisor at Canadian Imperial Bank of Commerce (CIBC) (2006-10 – 2024-07)

• Delivered personalized financial advice and strategic planning for high-net-worth clients, aligning with both short- and long-term goals.
• Provided expert guidance across day-to-day banking, lending, credit, and investment services to enhance client financial outcomes.
• Educated clients on market trends, risk tolerance, and investment opportunities to support informed decision-making.
• Designed and implemented customized wealth management and investment portfolios tailored to client objectives.
• Assisted with budgeting, cash-flow management, and financial goal setting to improve client financial health.
• Processed new accounts, investment plans, mortgage applications, and various credit products in compliance with regulatory standards.
• Maintained a strong client base through relationship building, personalized service, and proactive financial follow-up.
• Supported branch operations as Acting Branch Manager, ensuring smooth workflow and team coordination during leadership absences.
• Trained and mentored new employees, fostering a collaborative and client-centric work culture.

Beauty Beautique Customer Service at London Drugs (2008-11 – 2009-05)

• Advising on suitable products for customers
• Merchendising and providing superior customer service

Front Store Supervisor at Shoppers Drug Mart (2004-11 – 2008-07)

• Customer Service Excellence, Complaint handling, processing return etc.
• Cash handling

Nursing – University of Manitoba

High School Diploma – Fort Richmond Collegiate