Lisa Burton
About Lisa Burton
Lisa Burton is a Senior Financial Services Representative at CIBC in Toronto, Canada, with extensive experience in financial services and client relations.
Title
Lisa Burton holds the position of Senior Financial Services Representative at CIBC.
Current Role at CIBC
Since 2015, Lisa Burton has been working as a Senior Financial Services Representative at CIBC in the Toronto, Canada area. In this role, she is responsible for promoting and selling CIBC products and services by interviewing clients and assessing their financial needs. She ensures that regulatory and compliance requirements are met, and she has operational responsibility for ensuring branch opening and closing times are adhered to.
Previous Experience at Greenwich Associates
Before joining CIBC, Lisa Burton worked as a Customer Service Representative at Greenwich Associates from 2014 to 2015 for one year in North York, Canada. During her tenure, she focused on customer service and assisting clients with their financial queries.
Long Tenure at Jamaica Money Market Brokers Ltd.
Lisa Burton also has extensive experience working in Jamaica. She served as a Client Relations Officer/Financial Advisor from 2003 to 2006 and as an Operations Manager from 2001 to 2013 at Jamaica Money Market Brokers Ltd. During these roles, she managed client relationships and oversaw various operational functions within the organization.
Educational Background
Lisa Burton has a comprehensive educational background in business and finance. She earned a Bachelor's degree in Business Administration and Management, General from The University of the West Indies, Mona in 2001. She pursued further education at Nova Southeastern University, obtaining a Master of Business Administration (MBA) in Business/Commerce, General from 2004 to 2005. Additionally, she studied Finance and Financial Management Services at Centennial College, where she completed a Financial Planning program in 2015.