Ian Tracy
About Ian Tracy
Ian Tracy is a Financial Services Representative at CIBC with a background in finance from the University of Ottawa. He has experience in customer service and merchandising and is passionate about capital markets and wealth management.
Current Role at CIBC
Ian Tracy currently holds the position of Financial Services Representative at CIBC. Since 2021, he has been providing clients with comprehensive financial advice. His responsibilities include guiding clients through credit planning, investments, cash management, and retirement planning, helping them achieve their financial goals.
Previous Experience at CIBC
Before his current role, Ian Tracy worked as a Customer Service Representative at CIBC from 2019 to 2021. Located at 41 Rideau Street, he gained valuable experience in client interaction and customer service, which paved the way for his progression to a Financial Services Representative. During this time, he developed skills in managing customer inquiries and providing essential banking services.
Education and Finance Expertise
Ian Tracy earned his Bachelor of Commerce (BCom) degree in Finance from the University of Ottawa, where he studied from 2016 to 2020. This rigorous academic program equipped him with a strong foundation in finance, capital markets, and wealth management, fostering his passion for the financial sector.
Experience at Costco Wholesale
From 2017 to 2019, Ian Tracy worked as a Merchandiser at Costco Wholesale in Kanata, Ontario. This position involved managing product displays, stocking inventory, and assisting customers with their needs. His tenure at Costco Wholesale helped him hone his organizational skills and customer service approach.
Role at ClubLink
Ian Tracy has been working at ClubLink as Backshop in the Ottawa, Canada Area since 2016. In this capacity, he is responsible for managing golf equipment and providing support to members and guests. This experience has enhanced his attention to detail and client service abilities.