Melissa Mercer
About Melissa Mercer
Melissa Mercer is a Branch Manager at CIBC in Jasper, Alberta, with extensive experience in financial services and a background in financial planning.
Company
Melissa Mercer is currently working at CIBC, a major Canadian bank. Her role is based in Jasper, Alberta, Canada.
Title
Melissa Mercer holds the position of Branch Manager at CIBC, a role she has been fulfilling since 2019.
Professional History
Melissa Mercer has an extensive career in the financial sector. She began her career as a Service Dispatcher at Alberta Motor Association from 2001 to 2007 in Edmonton, AB. She moved on to become an Office Manager at Ironworkers Shopmen’s Local Union No. 805 from 2007 to 2010. From 2011 to 2014, she worked as a Financial Service Representative II/Acting Branch Manager at CIBC in Edmonton/Jasper, AB. She then served as a Personal Banking Specialist II at ATB Financial from 2014 to 2017 in the Edmonton, Canada area. Later, she became a Financial Advisor at CIBC from 2017 to 2019 in Jasper, Alberta before assuming her current role as Branch Manager since 2019.
Education and Expertise
Melissa Mercer's educational background includes a Certificate in Financial Services Advice from the Canadian Securities Institute, completed in 2018. She has also pursued the Personal Financial Planner (PFP®) designation at the Canadian Securities Institute. Additionally, she completed the Investment Funds in Canada Course (IFC) from the IFSE Institute in 2013. Her educational journey began with a course in Business Administration and Finance at the Northern Alberta Institute of Technology (NAIT).
Financial Planning and Client Management
Melissa Mercer has extensive experience in financial planning tailored to elite clients with complex needs. She specializes in National Park - Lease Hold Mortgage Lending, a niche area in finance. As a Branch Manager at CIBC, she manages and grows client portfolios while ensuring compliance with federal regulations.