Lakshya Puri
About Lakshya Puri
Lakshya Puri is an Associate Financial Advisor at CIBC with a diverse background in financial services and customer service roles.
Title and Current Role
Lakshya Puri holds the position of Associate Financial Advisor at CIBC. He has been with the company in this capacity since 2021. His role involves providing financial advice to clients, managing accounts, and assisting with various financial services offered by CIBC.
Past Work Experience
Lakshya Puri boasts a broad range of experiences across various roles at CIBC and other organizations. Prior to his current role, he served as a Senior Financial Services Representative at CIBC from 2020 to 2021. He also held positions as a Dual Financial Services Representative (2019-2020) and as a Financial Services Representative in 2019. Before joining CIBC, Lakshya worked at AND agency as a Customer Service Executive for two months in 2018. Additionally, he has managerial experience from his time at Aanch-Modernistic Indian Cuisine, where he was an Assistant Restaurant Manager from 2017 to 2019.
Educational Qualifications
Lakshya Puri has a rich educational background with a focus on business and management. He obtained a Post Graduate Certificate in Strategic Management from Centennial College, where he studied from 2017 to 2018. Prior to that, he earned a Graduate Certificate in International Business from the same institution between 2016 and 2017. Lakshya also holds a Bachelor's degree in Business Administration and Management from Maharaja Surajmal Institute, which he completed from 2012 to 2015.
Experience in Customer Service and Marketing
In addition to his financial advisory roles, Lakshya Puri has substantial experience in customer service and marketing. He worked as a Customer Service Representative at Innovative Vision Marketing Inc from 2016 to 2017, and as a Customer Service Executive at AND agency in 2018. This diverse background has equipped him with valuable skills in client interactions and service management.
Corporate Experience at EY
Lakshya Puri also has a notable corporate background. He worked at EY as an Ex-Associate from 2015 to 2016. His time at EY provided him with foundational experience in business services and operations, further solidifying his expertise in the financial industry.