Sandee Phillips
About Sandee Phillips
Sandee Phillips is the Manager of Client Advice at CIBC in Nanaimo, British Columbia, with extensive experience in the financial industry.
Company
Sandee Phillips is currently employed at CIBC, a prominent financial institution in Canada. She holds the position of Manager Client Advice since 2021. Throughout her career, she has accumulated diversified experience within the financial industry, particularly in Nanaimo, British Columbia, Canada. She has held various roles at CIBC, including Branch Manager and Client Service Manager, showcasing her long-term commitment to the organization.
Title
Sandee Phillips serves as the Manager Client Advice at CIBC. In this role, she is responsible for overseeing client advisory services, ensuring that clients receive expert financial guidance and support. Her efforts have been focused on enhancing customer satisfaction and loyalty through meticulously crafted client service programs.
Prior Roles at CIBC
Sandee Phillips has a long history with CIBC, having worked in several key positions over the years. Before her current role, she was the Branch Manager in Qualicum Beach, B.C. from 2014 to 2015. Prior to this, she held the position of Client Service Manager from 2012 to 2014. Her career with CIBC began in 1991 when she started as a Financial Advisor/Senior Financial Service Representative, a role she dedicated herself to for 21 years.
Experience at Coast Capital Savings
Sandee Phillips worked at Coast Capital Savings as an Assistant Manager, Member Services, from 2016 to 2020. During her tenure, she played a crucial role in implementing strategic plans that aimed at improving member service experiences. Her background in training and developing staff was instrumental in achieving organizational goals and elevating team performance.
Mutual Fund Representation at Worldsource Financial Management
From 2016 to 2020, Sandee Phillips held the position of Mutual Fund Representative at Worldsource Financial Management. Based in Nanaimo, British Columbia, she excelled in providing valuable financial advice and managing risk and compliance within the realm of mutual funds. Her comprehensive knowledge of financial products contributed largely to the financial well-being of her clients.
Education and Professional Development
Sandee Phillips pursued her education and professional development from 1989 to 2003, focusing on certifications relevant to the financial sector. This period of extensive learning equipped her with the skills and knowledge necessary for her various roles in the industry. Her commitment to continuous improvement has been a cornerstone of her professional journey.