Jérémie Pelletier
About Jérémie Pelletier
Jérémie Pelletier is a Trust Officer at CIBC Wealth Management with extensive experience in financial services and business development.
Current Role at CIBC Wealth Management
As of 2021, Jérémie Pelletier serves as a Trust Officer at CIBC Wealth Management. In this role, he is responsible for the administration of trusts and estates, ensuring fiduciary responsibilities are executed with due diligence. His position necessitates a deep understanding of estate planning, trust laws, and financial management to provide comprehensive service to clients.
Previous Roles at CIBC Wealth Management
Before becoming a Trust Officer, Jérémie held multiple positions at CIBC Wealth Management. From 2018 to 2021, he worked as an Associate Trust Officer, where he assisted in the management of client trusts and estates. Between 2016 and 2018, he was the National Estates Specialist, focusing on estate matters on a national scale. In 2016, Jérémie took on the role of Team Leader for six months, managing and directing team operations. Prior to that, he served as a Progress Leader from 2015 to 2016, enhancing processes and strategies for client services. His initial role at CIBC Wealth Management was as a Financial Services Representative from 2014 to 2015.
Career in Business Development and Marketing
Jérémie Pelletier's career includes extensive experience in business development and marketing. In 2013, he worked at Symetris as a Business Development and Marketing Consultant in the Montreal, Canada area. His role involved strategizing business growth and marketing initiatives. Before that, he was part of Allstream from 2012 to 2013, where he focused on new business development for Eastern Canada. At CNW Group from 2010 to 2012, he served as a Corporate Account Representative, fostering relationships with corporate clients.
Early Career and Financial Services
Jérémie Pelletier's early career was rooted in financial services. From 2007 to 2010, he was an Account Executive at HSBC Private Bank in Terrebonne, St-Jérôme, where he managed client accounts and provided personalized financial advice. Prior to that, he worked as a Financial Security Advisor at Industrielle Alliance from 2006 to 2008, focusing on financial planning and security services for clients in Montreal.
Educational Background
Jérémie Pelletier pursued his studies at McGill University from 2010 to 2012. Additionally, he studied at Autorité des Marché Financier and CSSMI - Centre Des Nouvelles Technologies de Ste-Thérèse in 2006. He also attended College Lionel Groulx. His educational background provided a solid foundation for his diverse roles in financial services and business development.