Kaitlan Bock
About Kaitlan Bock
Kaitlan Bock is a Mortgage Specialist at CIBC in Ottawa, Ontario, Canada, with extensive experience in financial services and expertise in secured financing and mutual funds.
Title
Kaitlan Bock is currently serving as a Mortgage Specialist at CIBC in Ottawa, Ontario, Canada since 2020.
Role at RBC Wealth Management
Kaitlan Bock worked at RBC Wealth Management as an Investment Advisor from 2018 to 2020 in the Ottawa, Canada Area. In this role, she was responsible for advising clients on investments, assisting them in achieving their financial goals.
Previous Experience at TD
Kaitlan Bock has a diversified background with TD, where she served in various roles from 2009 to 2018. She began as an Investment Representative from 2009 to 2011, then advanced to the position of Business Development Associate from 2011 to 2013. Later, she became a Financial Planner from 2013 to 2018, providing comprehensive financial planning services to clients.
Early Career at CIBC
Before her current role, Kaitlan Bock worked at CIBC as a Financial Service Representative I/II from 2007 to 2009. In this position, she handled various customer service and financial transaction duties.
Educational Background
Kaitlan Bock holds a Bachelor's Degree in Economics from Carleton University, which she obtained from 2004 to 2007. Additionally, she studied at the Canadian Securities Institute where she achieved certifications including CSC, CPH, DFC, OLC, and WME in 1970.
Skills and Expertise
Kaitlan Bock possesses expertise in secured financing and mutual funds. Her skills in business relationship management and her strong background in financial services enhance her effectiveness in her role as a Mortgage Specialist.