Toropdar 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.

Financial Advisor - Canadian Imperial Bank of Commerce (CIBC) - Calgary, AB

(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.
• 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.

Beauty Boutique Customer Service - London Drugs

(2008-11 - 2009-05)

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

Front Store Supervisor - Shoppers Drug Mart

(2004-11 - 2008-07)

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

Faculty of Nursing - University of Manitoba

High School Diploma - Fort Richmond Collegiate