Paramveer Atwal

Dynamic Investment Representative with a proven track record at CIBC ISI, specializing in derivative trading and wealth management. Leveraged analytical thinking and relationship-building skills to enhance client experiences and mentor new representatives. Achieved significant improvements in client engagement and operational efficiency, demonstrating exceptional problem-solving capabilities and a commitment to excellence in financial services.

Investment Representative, CIBC ISI, 10/2022 to 02/2025

 As a Licensed Trader (IR), executed trades across various instruments like options, bonds, stocks, ETFs, and more. Also provided technical support for online trading platforms and addressed customer inquiries on account balances and securities prices.

 Prioritized client engagement by personalizing interactions, anticipating needs, and fostering trust through prompt communication with my team. Consistently sought ways to enhance the client experience.

 As the PCM champion, actively contributed to business meetings alongside consultants, focusing on updates, tech advancements, development, and processes to enhance services for clients and our team.

 Conducted comprehensive training sessions for new investment and options representatives, spanning two years. Through over 50 shadowing sessions, provided hands-on mentorship to ensure their preparedness and proficiency in their roles.

 Successfully managed numerous escalations, consistently delivering solutions to challenges. Collaborated closely with the operations team, financial advisors, and other departments to ensure exceptional client service.

Customer Service Representative, CIBC ISI, 05/2022 to 10/2022

 Client Engagement: supported clients by understanding their needs and connecting personally in every interaction.

 Problem-Solving: empathized with clients, took ownership of issues, and collaborated for solutions.

 Product Knowledge: mastered ISI products and the Investor's Edge platform for exceptional support.

 Efficiency: prioritized clients' time and swiftly handled requests using strong system knowledge.

 Computer Skills: adeptly navigated multiple software applications and dual monitors.

Administrative Assistant (CO-OP), ETN TRAVELS, 01/2022 to 04/2022

 Managed administrative tasks, assisting clients and employees with bookings and inquiries. Maintained schedules, organized meetings, and handled records, boosting overall productivity.

Administrative Assistant, NEEV DEFENCE ACADEMY, 09/2017 to 11/2019

 Instructed 9th and 10th-grade students in math and physics, ensuring comprehension of key concepts. For 11th and 12th graders, held doubt-solving sessions to aid in their academic success.

 Conducted career counseling sessions, guiding students and parents in exploring career pathways.

 Additionally, organized campus events and parties, enhancing the student experience and fostering community.

•  CFA Level 3 Passed
•  IIROC Licensed Investment Representative (IR)
•  Conduct Practices and Handbook (CPH)
• Derivatives Fundamentals and Options Licensing (DFOL)
• Options Supervisors Course (OPSC)