Matthew Grandy
About Matthew Grandy
Matthew Grandy is an Associate Financial Advisor at CIBC in Dartmouth, Nova Scotia, with extensive experience in financial services and a background in strategic investment solutions.
Title and Current Role
Matthew Grandy currently serves as an Associate Financial Advisor at CIBC in Dartmouth, Nova Scotia, Canada. He has held this position since 2021. In this role, Grandy focuses on providing financial guidance and support to clients, leveraging his extensive background in financial services.
Previous Experience at CIBC
Matthew Grandy has held multiple positions at CIBC. From 2017 to 2021, he was a Financial Advisor - Imperial Service in Toronto, Canada Area. Prior to that, he worked in the role of Senior Financial Services Representative - Investments for eight months in 2017, and as a Financial Services Representative II from 2016 to 2017. These roles have built his expertise in client engagement and financial planning.
Other Professional Experience
Before his extensive tenure at CIBC, Matthew Grandy gained experience at various organizations. He worked briefly at Citi in 2015 as a Branch Account Executive 1 in Milton, Ontario. From 2013 to 2014, he served as a Client Service Representative Trainee / Commercial Account Manager Trainee at RBC in Winnipeg, Manitoba. His early career also includes roles as a Merchandiser for Scotsburn Dairy Group (2009-2011) and Farmers Dairy (2008-2009). Additionally, he served as an Air Combat Systems Officer - Student in the Canadian Armed Forces from 2006 to 2014.
Educational Background
Matthew Grandy completed his Bachelor of Management at Dalhousie University, where he studied from 2006 to 2011. During his time at the university, he received the ROTP Scholarship. He has also earned a Certificate in Advanced Financial Advice and holds multiple financial certifications including IFIC, CSC, CPH, WME, and FPSU.
Skills and Specializations
Matthew Grandy is recognized for his effective sales record in the financial services industry. He specializes in risk-mitigated credit planning through detailed client engagement and focuses on strategic investment solutions to meet clients' objectives. Known for his charismatic Type A personality, he excels in client relations and financial planning.