Jim Mac Donald

Jim Mac Donald

Mutual Fund, Wealth Management, And Mortgage Support Specialist @ CIBC

About Jim Mac Donald

Jim Mac Donald is a Mutual Fund, Wealth Management, and Mortgage Support Specialist at CIBC Mortgages with extensive experience in customer relations and mortgage support.

Professional Title

Jim Mac Donald is recognized as a Mutual Fund, Wealth Management, and Mortgage Support Specialist. His multifaceted expertise spans across several areas in financial services, exemplifying his professional versatility and depth in the industry.

Current Role at CIBC Mortgages

Currently, Jim Mac Donald holds a prominent role at CIBC Mortgages as a Mutual Fund, Wealth Management, and Mortgage Support Specialist. Based in the Toronto, Canada Area, his tenure began in 2010. His responsibilities involve providing comprehensive support in mortgage applications and addressing a broad range of mortgage-related inquiries. Additionally, since 2019, he has also been aiding licensed mutual fund and wealth management agents.

Previous Experience at Lenovo

Prior to his current role, Jim worked at Lenovo for a period from 2005 to 2009. In his position within the Customer Relations department, he contributed to significant improvements in customer satisfaction, earning numerous accolades for his performance in customer relations.

Experience at IBM Canada Ltd.

During his career at IBM Canada Ltd. from 2001 to 2005, Jim Mac Donald was engaged in Sales Support and various other functions. This role helped him develop a solid foundation in supporting sales processes and customer interactions, further honing his skills in the technology sector.

Educational Background

Jim pursued his education at CDI College of Business & Technology from 1997 to 1999, where he completed a program to become a Network Technician. This technical background underpins his understanding of the complexities in financial services and technology support roles.

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