David Elieff
About David Elieff
David Elieff is an MFDA Branch Manager at CIBC in Toronto, Ontario, overseeing compliance and supervision for a team of 150 Financial Advisers.
Company
David Elieff currently works at CIBC, one of Canada's largest banks. In his role, he provides Mutual Fund Dealers Association (MFDA) compliance support and supervision to a team of 150 Financial Advisers. He manages the compliance team at the ISD Advisory Centre. His responsibilities include approving new mutual fund trades, reviewing daily trades and Know Your Client (KYC) updates, and completing all monthly and quarterly MFDA reports. Additionally, he handles all registration activities.
Title
David Elieff holds the position of MFDA Branch Manager at CIBC. His role includes providing MFDA compliance support and supervision for a substantial team of financial advisers and managing the compliance team at the institution’s ISD Advisory Centre.
Education and Expertise
David Elieff studied at the University of Toronto and earned an Honours B.A. in Political Science and History from 1984 to 1988. He has completed multiple designation programs, including the Advocis CHS designation in Wealth Management & Estate Planning, Critical Illness, Long Term Care & Group Benefits, and Disability Insurance and Living Benefits. Additionally, he holds an Insurance Life License, achieved through the LLQP and Provincial Insurance Exam. He is a graduate of the Canadian Securities Institute's Canadian Securities Course & Conduct and Practices Handbook Course, both with honours.
Background
David Elieff has held various roles throughout his career in the financial services sector. Prior to his tenure at CIBC which began in 2015, he worked at IPC Investment Corporation for 8 years as a Mutual Fund Licensed Assistant & Insurance Agent and MFDA Branch Manager. He also served at CI Investments Inc. as a Trade Resolution Associate for 10 months in 2007, and at Assante Capital Management as an Unlicensed Assistant from 2005 to 2007. Additionally, his early career included roles in the travel industry as a Corporate Travel Agent at Garber Travel Services and as a Sole Proprietor and Online Travel Agent and Event Planner at David For Travel. He also has experience as a Collection Officer at the Canada Revenue Agency, a role he held for 8 years.