Riya J.
About Riya J.
Riya J. is a Financial Services Representative II - Universal Banker at CIBC in Toronto, Ontario, Canada, providing investment advice and comprehensive financial planning.
Title
Riya J. holds the title of Financial Services Representative II - Universal Banker at CIBC. In this role, she functions as a key point of contact in providing financial services to clients.
Current Role at CIBC
Riya J. has been working with CIBC as a Financial Services Representative II - Universal Banker since 2020, operating from Toronto, Ontario, Canada. Her position involves offering diverse financial products and investment advice, specializing in Canadian GICs, USD term deposits, and RRSPs. Additionally, she is engaged in marketing efforts and business development activities, such as client acknowledgment programs.
Investment Advisement
In her capacity as a Financial Services Representative, Riya J. specializes in providing investment advice tailored to Canadian GICs, USD term deposits, and RRSPs. Her role involves helping clients make informed decisions about their financial future, focusing on secure and strategic investment options.
Client Engagement and Marketing
Riya J. is actively involved in marketing and business development efforts at CIBC. She participates in client acknowledgment programs, aiming to build strong relationships and promote the bank's financial services. Her engagement in these activities helps foster trust and loyalty among clients.
Comprehensive Financial Planning
Riya J. advises clients through a comprehensive financial planning approach. Her expertise encompasses various aspects of financial management, including cash management, credit, investment strategies, and wealth protection. This holistic planning helps clients achieve their long-term financial goals.