Bouchra Yousfi, MBA, Pl. Fin.
About Bouchra Yousfi, MBA, Pl. Fin.
Bouchra Yousfi, MBA, Pl. Fin., is a Financial Planner at CIBC Imperial Service, specializing in financial planning and services in the Montreal region since 2016.
Current Role at CIBC Imperial Service
Bouchra Yousfi has been working at CIBC Imperial Service since 2016 as a Senior Financial Services Specialist and Financial Planner. In this role, she focuses on financial planning and services in the Montreal region. Her responsibilities likely include managing financial portfolios, assessing financial risks, and ensuring optimal customer service experiences for clients.
Previous Experience at CIBC
Before her current position, Bouchra Yousfi served at CIBC in several key roles. From 2013 to 2016, she worked as a Senior Financial Advisor – Investments at 1155 Boul. René-Levesque O. Prior to that, she was a Financial Services Representative in the Montreal, Canada Area from 2012 to 2013. These roles helped her build a robust background in financial advisory and customer relationship management.
Education and Credentials
Bouchra Yousfi holds an MBA from Université de Sherbrooke, completed between 2018 and 2021. She also completed financial planning studies at the Institut Québécois de Planification Financière (IQPF) from 2016 to 2017. Additional certifications include a Course on Investment Funds in Canada from the Canadian Securities Institute (2012-2013) and a Bachelor's in Business Administration (B.A.A) in Finance from École des sciences de la gestion (ESG UQAM), completed from 2007 to 2010. She also completed a preparatory year in general studies at Université de Montréal from 2006 to 2007.
Expertise in Financial Services
Bouchra Yousfi possesses extensive expertise in managing financial portfolios and assessing financial risks, making her a valuable asset in the banking sector. Her role involves enhancing customer service experiences and managing business relationships. Her educational background and certifications provide a solid foundation for her expertise in financial advisory and planning.
Background in Business Relationship Management
Throughout her career at CIBC, Bouchra Yousfi has demonstrated strong capabilities in business relationship management. This includes enhancing customer service experiences and effectively communicating financial strategies to clients. Her wide-ranging experience in various financial roles at CIBC has armed her with the necessary skills to manage and foster client relationships effectively.