Shivam Thakur
About Shivam Thakur
Shivam Thakur is an Associate Financial Advisor at CIBC with a background in financial services and a Bachelor of Business Administration from Vancouver Island University.
Current Role at CIBC
Shivam Thakur currently holds the position of Associate Financial Advisor at CIBC, a role he has been in since 2021. In this position, he collaborates with clients to help them achieve their financial goals by providing tailored advice and financial planning services. His responsibilities likely include investment management, financial consulting, and portfolio strategy development. His experience with different financial roles at CIBC allows him to leverage comprehensive insights into the banking and financial services industry.
Previous Roles at CIBC
Before becoming an Associate Financial Advisor, Shivam Thakur held two other roles at CIBC. From 2020 to 2021, he worked as a Senior Financial Services Representative for 6 months. Prior to that, he served as a Financial Services Representative from 2019 to 2020 for a year. In these positions, he was likely involved in a variety of client-facing tasks, including account management, financial advisement, and customer service.
Experience at Fairstone
Shivam Thakur worked at Fairstone in various capacities. He was a Lending Specialist from 2018 to 2019 for 11 months in Nanaimo, British Columbia. In this role, he was likely responsible for evaluating loan applications, managing client accounts, and providing financial advice related to lending products. He also interned at Fairstone in 2018 for four months in Duncan, British Columbia, where he gained hands-on experience in the financial services industry.
Educational Background
Shivam Thakur pursued higher education at Vancouver Island University, where he obtained a Bachelor of Business Administration majoring in Financial Services from 2015 to 2019. Additionally, he spent 11 months at Shanghai Lixin University of Accounting and Finance in 2018, focusing on the China Business Field School. These academic experiences provided him with a solid foundation in financial management, business administration, and international business practices.
Early Career at Esso
Before entering the financial services industry, Shivam Thakur worked as a Customer Service Representative at Esso from 2013 to 2018 for 5 years. In this role, he likely dealt with customer inquiries, handled transactions, and maintained service quality. This experience helped him develop strong customer service skills and a foundational understanding of business operations.