Rohit Ohri Email & Phone Number
Regional Director Financial Planning and Advice @ CIBC
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Rohit Ohri Location
- Toronto, ON, CA
Rohit Ohri Work
- 2025 -now Regional Director Financial Planning and Advice @
- 2022 -2025 Senior Manager Client Advice and Planning @
- 2016 -2022 Area Sales Manager, CIBC Mobile Advice @
- 2015 -2016 General Manager @
- 2015 -2015 Senior Private Banker; TD Private Wealth @
- 2011 -2015 Senior Manager, Branch Management @
- 2010 -2011 Regional Sales Manager @
- 2008 -2010 Business Development Manager @
- 2007 -2008 Financial Advisor @
Rohit Ohri Education
- York University
Bachelor of Science (B.Sc.) (Kinesiology and Exercise Science)
2004-2007 - Wallington County Grammar School 1996-2002
Rohit Ohri Skills
- Relationship Management
- Retail Banking
- Leadership
- Banking
- Credit
- Business Development
- Wealth Management
- Financial Services
- Management
- Investments
- Mutual Funds
- Sales
- Portfolio Management
- Mortgage Lending
- Sales Management
- Business Planning
- Customer Service
- Coaching
- Loans
- Finance
- Project Management
- Branch Management
- Sales Presentations
- Business Strategy
- Branch Banking
- Financial Advisory
- Consumer Lending
- People Management
- Investment Advisory
- Selling
- Risk Management
- Public Speaking
- Coaching Staff
- Financial Planning
- New Business Development
- Business Process Improvement
- Entrepreneurship
- Financial Analysis
- Compliance Management
- Operational Excellence
- Project Coordination
- Project Delivery
- Deal Execution
- Business Coaching
- Credit Analysis
- Sales Management Coaching
- Business Relationship Management
- Customer Experience
- Solution Selling
- Account Management
- Financial Modeling
- Negotiation
- Team Leadership
- Customer Relationship Management
- Strategic Planning
- Strategy
- Microsoft Office
- Investment Strategies
- Sales Effectiveness
- Microsoft Excel
- Change Management
- Recruiting
- High Performance Sales Teams
Rohit Ohri Summary
- Rohit Ohri, based in Toronto, ON, CA, is currently a Regional Director Financial Planning and Advice at CIBC. Rohit Ohri brings experience from previous roles at CIBC and TD. Rohit Ohri holds a 2004 - 2007 Bachelor of Science (B.Sc.) in Kinesiology and Exercise Science @ York University. With a robust skill set that includes Relationship Management, Retail Banking, Leadership, Banking, Credit and more. Rohit Ohri has 3 emails and 1 mobile phone numbers on RocketReach.
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