Jacqueline Leh
About Jacqueline Leh
Jacqueline Leh is the Manager of Client Advice at CIBC, with extensive experience in various financial advisory roles within the company.
Manager, Client Advice at CIBC
Jacqueline Leh serves as the Manager of Client Advice at CIBC since 2020. In this role, she engages with clients to understand their financial needs and provides informed advice to help them achieve their financial goals. Her responsibilities include managing client relationships, overseeing a team of financial advisors, and ensuring the delivery of high-quality financial advice.
Financial Advisor at CIBC
Prior to her current role, Jacqueline Leh worked as a Financial Advisor at CIBC from 2019 to 2020. During this period, she was stationed in Markham, Ontario, Canada. Her responsibilities involved offering financial planning services, investment guidance, and risk management strategies tailored to individual client needs.
Senior Financial Representative at CIBC
From 2017 to 2019, Jacqueline Leh served as a Senior Financial Representative at CIBC in Markham, Ontario. In this capacity, she provided advanced financial advice, assisted with complex financial transactions, and supported clients in making well-informed investment decisions.
Financial Services Representative at CIBC
Jacqueline Leh held the position of Financial Services Representative at CIBC from 2016 to 2017. Her role involved assisting clients with various financial services, including account management, lending, and personal banking solutions in Markham, Ontario.
Customer Service Representative at CIBC
From 2007 to 2015, Jacqueline Leh worked as a Customer Service Representative at CIBC. Over her eight-year tenure, she provided front-line support to customers, resolving inquiries and facilitating transactions, thus contributing to the overall customer experience at the bank.