Gerald Bois
About Gerald Bois
Gerald Bois is a Senior Financial Services Representative at CIBC, specializing in small business financial services in Essex, Ontario. He has extensive experience in financial advisory roles and actively supports the Windsor-Essex County community.
Current Role at CIBC
Gerald Bois has been serving as a Senior Financial Services Representative - Small Business at CIBC since 2019. His role is based in Essex, Ontario, Canada. In this capacity, Gerald focuses on delivering tailored financial solutions to small businesses, ensuring their financial needs are met effectively. He leverages his extensive experience in the financial sector to offer valuable advice and support, helping small business owners navigate their financial challenges.
Previous Experience at Meridian Credit Union
Before joining CIBC, Gerald Bois worked at Meridian Credit Union as a Financial Service & Small Business Advisor from 2016 to 2019 in Windsor, Ontario. During his three-year tenure, he was responsible for providing financial advice and solutions to small businesses, helping them achieve their financial goals. His work involved developing close relationships with clients and understanding their unique needs to tailor specific financial strategies.
Role at RBC
Gerald Bois has a significant history with RBC, where he initially served as a Financial Advisor from 2010 to 2016, a role in which he spent six years advising clients on various financial products and services. In 2011, he briefly took on the role of Branch Manager, leading the branch operations for eight months. His experience at RBC allowed him to deepen his expertise in both advisory and managerial capacities within the banking industry.
Foundation at TD Canada Trust
Gerald Bois began building his extensive financial career at TD Canada Trust, where he worked as a Financial Advisor from 2001 to 2010. Over nine years, he honed his skills in financial planning, customer service, and investment strategies. His role involved working closely with clients to provide comprehensive financial solutions and helping them make informed financial decisions.
Educational Background at University of Windsor
Gerald Bois studied at the University of Windsor, completing his education from 1995 to 2000. His time at the university provided him with a solid foundation in financial principles and practices, which has been instrumental in his professional development and success in the financial services industry.