Augusto Monteiro, Fmva®
About Augusto Monteiro, Fmva®
Augusto Monteiro, Fmva®, is a Senior Analyst - Intraday at CIBC with extensive experience in financial services and planning roles across various companies in Canada and Brazil.
Current Role at CIBC
Augusto Monteiro currently works as a Senior Analyst - Intraday at CIBC. He has been with the company since 2020. His responsibilities likely include intraday financial analysis, operational monitoring, and providing real-time insights to optimize the organizational processes. The role is based at 750 Lawrence East.
Previous Roles at CIBC
Before his current role, Augusto Monteiro held several positions at CIBC. In 2020, he worked as a Financial Advisor for Imperial Service Direct in Dundas Square for 7 months. He was a Senior Financial Services Representative - Small Business from 2019 to 2020 for 11 months in Don Mills & Lawrence. Prior to that, from 2018 to 2019, he served as a Financial Services Representative in Don Mills & Lawrence, Toronto, ON, Canada.
Experience at Assante Wealth Management
Augusto Monteiro worked at Assante Wealth Management as an Assistant to Financial Advisor from 2017 to 2018 for 1 year. The position in the Toronto, Canada Area involved supporting financial advisors in their operations and client relations.
Roles at Atento Brasil and Teleperformance Brasil
From 2014 to 2016, Augusto Monteiro served as a Planning Consultant and Pricing Support Leader at Atento Brasil in São Paulo e Região, Brasil. He also worked at Teleperformance Brasil in 2014 as a Planning and WFM Coordinator for 4 months and as a Planning and WFM Specialist from 2013 to 2014 for 6 months in São Paulo.
Early Career at Grupo Contax
Augusto Monteiro began his career at Grupo Contax, where he worked as an Operations Coordinator in 2013 for 5 months and as a Planning Analyst from 2011 to 2013 for 2 years in Fortaleza e Região, Brasil.
Educational Background
Augusto Monteiro studied Financial Planning And Wealth Management at Lambton College from 2017 to 2018. He also earned a degree in Marketing from Estácio, studying from 2011 to 2013 for 2 years.