Carlos Oliveira
About Carlos Oliveira
Carlos Oliveira is a Support Specialist at CIBC with a background in financial services and investment management.
Current Role at CIBC
Carlos Oliveira is a Support Specialist at CIBC since 2019. He also holds the position of Mutual Fund Representative at CIBC since 2016. He operates in the Toronto, Canada area. His dual roles indicate diverse capabilities in client support and mutual fund representation.
Previous Experience at BMO Wealth Management
Carlos Oliveira worked as an Investment Specialist at BMO Wealth Management Services in Canada from 2014 to 2015. During his 10-month tenure, he gained experience in investment management, providing valuable insights and services to clients seeking financial growth.
Earlier Career at BMO Financial Group
Before his role as an Investment Specialist, Carlos Oliveira served as a Customer Service Representative at BMO Financial Group from 2012 to 2014. For two years, he provided customer service, addressing various financial needs and queries from clients.
Role at Sun Life Financial
Carlos Oliveira was a Financial Advisor at Sun Life Financial from 2011 to 2012. In this position, he offered financial planning and advisory services to clients, helping them manage their finances and plan for future financial security.
Education at Humber College
Carlos Oliveira studied Finance and obtained a diploma in Business Management-Financial Services from Humber College between 2008 and 2014. He also completed a program in Financial Planning from the same institution from 2008 to 2012. His education provided him with a solid foundation in financial principles and planning.