Khushboo Manchanda
About Khushboo Manchanda
Khushboo Manchanda is a Financial Services Representative at CIBC in Fort St John, British Columbia, with extensive experience in wealth management, customer service, and client engagement.
Title
Khushboo Manchanda currently holds the position of Financial Services Representative at CIBC, based in Fort St John, British Columbia, Canada. She has been with CIBC since 2019.
Education and Expertise
Khushboo Manchanda has completed multiple finance-related programs. She earned her post-graduate certificate in banking and finance from Lambton College of Arts and Technology between 2014 and 2016. She studied accounting and finance at the Chartered Professional Accountants of Canada (CPA Canada) and is on track to complete an Associate's degree by 2025. Additionally, she achieved her IFIC certification in finance from the IFSE Institute in 2019. These credentials underline her strong expertise in financial services.
Background in Financial Services
Khushboo Manchanda's career in financial services includes her role as a Financial Services Representative at CIBC since 2019. She specializes in comprehensive financial planning that encompasses cash management, credit, investment, and wealth protection. She is skilled in recommending personalized financial solutions and employs tools like client goals worksheets, Financial Health Checks, and Net Worth planners to aid her clients.
Previous Roles in Retail and Hospitality
Before her current role at CIBC, Khushboo Manchanda accumulated over six years of experience in the retail and hospitality industries in Fort St John, British Columbia. She has held various positions including Store Manager and Team and Floor Supervisor at Tim Hortons, and Front Desk Manager at Four Season Motel. Earlier, she worked as an Accounting Assistant at Perfect Accounting and Tax Services in Brampton, Ontario, Canada.
Skills and Experience
Khushboo Manchanda is proficient in handling tasks that require high attention to detail and efficiency. She has experience with opening and processing applications for various financial products like overdrafts, lines of credit, and loans. Her background includes extensive wealth management, customer service, and client engagement. She is also actively involved in marketing and business development activities, including client acknowledgment programs and appreciation activities.