Noel Fernandes
About Noel Fernandes
Noel Fernandes is an Associate Financial Advisor at CIBC in Toronto, Ontario, Canada, with a background in financial services and banking.
Current Role at CIBC
Noel Fernandes currently holds the position of Associate Financial Advisor at CIBC in Toronto, Ontario, Canada, a role he has held since 2021. His primary responsibilities include providing financial advice to clients, focusing on strategic financial planning that helps clients achieve both their short-term and long-term financial goals. Noel's expertise in optimizing financial processes ensures better efficiency and enhances client satisfaction.
Previous Experience at CIBC
Before his current role, Noel Fernandes served as a Financial Services Representative at CIBC from 2019 to 2021. During this period, he was based in the Toronto, Canada Area, and worked for two years. In this capacity, he was involved in various client service activities, providing financial information and advice while honing his skills in financial planning and client relationship management.
Early Career in Banking
Noel Fernandes began his banking career in India. He was a Deputy Manager in NRI Banking at DCB Bank from 2016 to 2017, where he worked for eight months. Prior to this, he held the position of Assistant Manager in Personal and Business Banking at Kotak Mahindra Bank between 2014 to 2016. These roles allowed him to gain substantial experience in managing client banking needs and developing personalized financial solutions.
Educational Background
Noel Fernandes attained his Post Graduate diploma in Global Business Management from Humber College, where he studied from 2017 to 2019. He also holds a Bachelor of Commerce degree with a focus in Accounting and Finance from the University of Mumbai, completed between 2010 to 2013. This educational background provided him with a strong foundation in business management and financial principles.
Expertise in Process Implementation
One of Noel Fernandes' areas of expertise is process implementation. He is skilled in optimizing financial processes to achieve better efficiency, which directly enhances client satisfaction. His approach involves developing and implementing strategies that streamline financial operations, ensuring a smoother experience for clients as they pursue their financial goals.