Jacob Kord
About Jacob Kord
Jacob Kord is a Banking Centre Leader at CIBC with a strong background in financial planning and investment services, previously working at Scotiabank and Wallbridge Mining Company Limited.
Current Role at CIBC
Jacob Kord currently serves as a Banking Centre Leader at CIBC. In this role, which he began in 2020, he leads a team focused on enhancing customer experience and operational efficiency in Elliot Lake, Ontario. With a strong background in both financial planning and investment services, Jacob has been instrumental in driving growth and success in his branch, leveraging his extensive industry experience and leadership skills.
Previous Experience at Scotiabank
Before joining CIBC, Jacob Kord worked at Scotiabank in various capacities. From 2018 to 2020, he was a Senior Financial Advisor in Sudbury, Ontario, where he provided clients with tailored financial advice. He also served as a Financial Advisor for a year from 2017 to 2018, and earlier as a Customer Service Representative for 4 months in 2017. In these roles, Jacob honed his skills in client relations and financial planning, laying a strong foundation for his future leadership roles.
Previous Role in Financial Services
Jacob Kord also has experience working outside of the banking sector. From 2013 to 2015, he worked as a Financial Services Advisor at Primerica in the Ottawa, Canada area. During this time, he advised clients on various financial products and services, sharpening his expertise in financial planning and investment strategies. This experience contributed to his comprehensive understanding of the financial services industry.
Education and Certifications
Jacob Kord has a robust educational background in financial planning. He achieved the Certified Financial Planner designation from the Canadian Institute of Financial Planning, completing his studies from 2018 to 2020. He also attained the RRC Designation from the same institute from 2018 to 2019. Additionally, Jacob completed the Canadian Investment Funds Course at the IFSE Institute in 2017. This educational foundation supports his expertise and effectiveness in his current role at CIBC.
Skills in Public Speaking and Business Development
Jacob Kord effectively utilizes his public speaking skills to communicate financial strategies and solutions to both clients and team members. His ability to clearly articulate complex financial concepts has been a key asset in his career. Additionally, Jacob has a proven track record in business development, consistently driving growth and success in the banking sector. His comprehensive skill set makes him a valuable leader and advisor in the financial industry.