Shannon Kelly
About Shannon Kelly
Shannon Kelly is the Manager of Client Advice at CIBC in Calgary, AB, Canada, with a diverse background in financial and emergency medical services.
Title and Current Position
Shannon Kelly holds the position of Manager, Client Advice at CIBC. Since 2018, Shannon has been working at the Calgary, AB, Canada branch, focusing on providing client advisory services and managing a team dedicated to client engagement and satisfaction.
Previous Roles at CIBC
Shannon Kelly has a long history with CIBC, holding various positions over the years. These positions include Manager, Financial Advice from 2017 to 2018, Onboarding Manager from 2016 to 2017, Manager, Client Experience from 2015 to 2016, Branch Manager for 4 months in 2015, Assistant Branch Manager from 2013 to 2015, Senior Financial Services Representative, Investments from 2011 to 2013, Financial Services Representative II from 2009 to 2011, Financial Services Representative I from 2008 to 2009, and Customer Service Representative from 2007 to 2008. Each role demonstrated a consistent track record of leadership and client-focused service.
Experience in Emergency Medical Services
In addition to an extensive career in financial services, Shannon Kelly has also worked in emergency medical services. Shannon served as an Emergency Medical Technician at Aaron Paramedical Services from 2015 to 2016 in Calgary, AB, Canada. This role highlights Shannon's diverse skill set, bridging both emergency response and financial advisory domains.
Educational Background and Certifications
Shannon has pursued a comprehensive educational path to support both financial and medical expertise. Academic achievements include a Bachelor of Management from Athabasca University (2008-2012), an Emergency Medical Technician Diploma from Southern Alberta Institute of Technology (SAIT) (2013-2014), and a Business Administration Diploma in Financial Services from SAIT (2005-2007). Additional certifications from the Canadian Securities Institute include Financial Planning I and II, the Canadian Securities Course, the Personal Financial Services Advice, and the Branch Manager's Exam from IFSE Institute.
Career Development and Team Leadership
Throughout a multi-faceted career, Shannon Kelly has been instrumental in developing a team of financial services professionals focused on delivering exceptional client experiences. This progressive career at CIBC underscores a dedication to both client service and team leadership, ensuring an environment of growth and client satisfaction.