Nick Spencer Cfp Fma
About Nick Spencer Cfp Fma
Nick Spencer is the Senior Director of Financial Planning and Advice, Ontario West at CIBC, with extensive experience in wealth management and financial planning.
Title
Nick Spencer holds the title of Senior Director, Financial Planning and Advice, Ontario West at CIBC. He has been serving in this role since 2019.
Current Position at CIBC
Nick Spencer currently works at CIBC as the Senior Director, Financial Planning and Advice for Ontario West. Based in the Toronto, Canada area, he has held this senior leadership role since 2019.
Previous Roles at National Bank of Canada
Nick Spencer has a robust career history at the National Bank of Canada. He served as Associate Vice-President, Investments, Central, Western and Atlantic Canada from 2016 to 2017, Regional Vice-President, Personal Banking and Wealth Management from 2015 to 2016, and Vice-President, Investment and Retirement Planning, Central, Western and Atlantic Canada from 2010 to 2015. He also held the role of Regional Director, Wealth Management, Ontario and National Director, Investor and Group Services from 2008 to 2010.
Experience at Altamira Investment Services Ltd.
Prior to his tenure at the National Bank of Canada, Nick Spencer worked at Altamira Investment Services Ltd. He was the Regional Manager, Private Wealth Management for GTA, South Western and Eastern Ontario from 2006 to 2008. He also held various additional roles at Altamira from 1999 to 2006.
Education and Credentials
Nick Spencer has studied at Schulich Executive Education Centre (SEEC), where he achieved Advanced Management. He also attended Fanshawe College, where he studied Business Administration and Management and achieved Financial Services.
Skills in Strategic Planning and Talent Development
Nick Spencer has direct experience in strategic planning, facilitating the successful integration of mixed service delivery models. He is recognized for developing talent through empowerment and practice, fostering a strengths-based culture of success and performance.
Public Speaking and Communication Skills
Nick Spencer is an accomplished public speaker focusing on wealth management and financial planning. He possesses strong communication and negotiation skills that help in aligning teams, partners, and stakeholders towards a common goal.