Jackie C.
About Jackie C.
Jackie C. is an Associate Financial Advisor at CIBC with a background in financial services and administrative roles, and holds a Bachelor's Degree in Environmental Management from the University of Toronto Mississauga.
Current Position at CIBC
Jackie C. works as an Associate Financial Advisor at CIBC, a role she has held since 2021. In this position, Jackie provides financial advice and solutions to clients, helping them meet their financial goals and manage their investments. Her role involves client interactions, financial planning, and offering investment-related guidance.
Previous Roles at CIBC
Before becoming an Associate Financial Advisor, Jackie held several positions at CIBC. In 2021, she briefly served as a Senior Financial Services Representative (Small Business). Prior to that, she was a Financial Services Representative in Richmond Hill from 2020 to 2021, and an Inbound Cantonese Financial Services Representative in the Toronto, Canada Area from 2018 to 2019. These roles involved helping clients with their banking needs, managing accounts, and providing customer service tailored to small business and Cantonese-speaking clients.
Experience in Administrative Roles
Jackie also has experience in administrative roles. From 2017 to 2018, she worked at Amcall Wireless Inc. as an Administrative Assistant. From 2016 to 2017, she held a similar role at Wireless Communications Plus Inc. - Rogers Authorized Dealer. In these positions, she handled various administrative tasks, supported customer inquiries, and managed office logistics in the Toronto, Canada Area.
Educational Background
Jackie holds a Bachelor’s Degree in Environmental Management, Geography & GIS from the University of Toronto Mississauga, where she studied from 2012 to 2016. Additionally, she completed the Investments Funds in Canada course offered by the Canadian Securities Institute in 2019. This combination of environmental studies and financial certification has equipped her with a diverse skill set applicable to her current financial advisory role.