Pooja Devi

Pooja Devi: Email & Phone Number

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Associate Financial Advisor at CIBC|Canada

Position:

Associate Financial Advisor at CIBC

Location:

Canada

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Last updated: 2026-05-08
Updated: 2026-05-08

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Work Experience 8 years

Associate Financial Advisor at CIBC

Apr 2022 - Current

Financial Services Representative at CIBC

Feb 2021 - Apr 2022

Customer Service Representative at CIBC

Jul 2019 - Feb 2021

Customer Service Manager at Walmart Canada

Sep 2018 - Aug 2022

Pooja Devi started working in 2018, then the employee has changed 1 company and 3 jobs. On average, Pooja Devi works for one company for 2 years 8 months.

Their professional focus is Adapting, Advice based solution, and Banking across 3 core areas.

Education

Mutual Fund License at IFSE Institute

Postgraduate Degree at Selkirk College

Personal Financial services Advice(PFSA) at Canadian securities institute

B.Com at Govt. college hoshiarpur

Skills

Business Development, Decision-Making, Retail Banking, Sales, Relationship Building, Financial Planning, Banking, Data Analysis, Personal Banking, Risk Management, Adapting, Customer Experience, Customer Service, Time Management, Advice based solution, Management, Build Strong Relationships, Investment Banking, Customer Satisfaction, Negotiation, Phone Etiquette, Team Management, Multitasking, Strategic Thinking, Teamwork, Client Relations, Financial Advisory, Investment Advisory Services, Communication, Mortgage Lending, Leadership, Investments

Pooja Devi Namesakes

Name
Company
Position
Pooja Maan
Branch Administrator
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pooja devi
Residential credit analyst
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Pooja Devi
RST and Co Chartered Accountant
Account Executive
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