Bryan Jefferson Lim
About Bryan Jefferson Lim
Bryan Jefferson Lim is a Sr. Financial Services Representative at CIBC with over 13 years of experience in various industries, including financial services, retail, and property management.
Current Role at CIBC
Bryan Jefferson Lim currently holds the position of Sr. Financial Services Representative at CIBC. Based in London, Ontario, Canada, he joined the company in 2021. His responsibilities likely involve assisting clients with their financial needs, providing investment advice, and developing financial strategies tailored to individual customer requirements. His extensive background in financial services enhances his ability to deliver comprehensive financial solutions to clients.
Previous Work Experience
Bryan Jefferson Lim has a rich employment history spanning various roles in the financial sector. He worked as a Financial Advisor at TD in Stratford, Ontario, in 2020 for 8 months. Prior to that, he spent six years at RBC as a Banking Advisor (2014-2020) and one year as an Investment Advisor in Mississauga (2013-2014). He also served as a Sales and Service Representative at RBC from 2010 to 2013 and started his tenure at RBC Insurance as a Customer Assistance Officer in 2010. His diverse experience at RBC highlights his broad skill set in financial advisory and customer service roles.
Educational Background
Bryan Jefferson Lim holds an MBA in Business Administration from the University of the Philippines, completed between 2005 and 2007. He also earned a B.S. in Marketing Management from De La Salle University, where he studied from 1999 to 2003. Additionally, Bryan attended Grace Christian College from 1987 to 1999. His thorough academic background provides a strong foundation for his career in financial services.
Certifications and Professional Development
Bryan Jefferson Lim has completed several key financial courses, including IFC, PFSA, Financial Planning 1, and Financial Planning 2. He also holds a Mutual Fund license for over 7 years. In June 2013, Bryan sat for the CFA Level 1 examination. These certifications underscore his commitment to professional development and provide him with updated skills and knowledge essential for his roles in the financial industry.
Multilingual Capabilities
Bryan Jefferson Lim is fluent in English, Filipino, and 'Hokkien' Chinese. His multilingual capabilities enable him to communicate effectively with a diverse range of clients, enhancing the customer experience and broadening his service reach. This skill is particularly valuable in the multicultural context of Canada, where he is currently based.