William Petrie
About William Petrie
William Petrie is a Senior Financial Services Representative at CIBC, specializing in small business services.
Current Position at CIBC
William Petrie is currently serving as a Senior Financial Services Representative - Small Business at CIBC. He has been with the company since 2017, contributing to the financial services team with a focus on small business clients. His role involves providing specialized financial advice and services tailored to small business needs, aiming to help these enterprises grow and succeed.
Past Experience at CIBC
Before his current role, William Petrie worked as a Financial Services Representative at CIBC from 2016 to 2017 in Toronto, Ontario, Canada. During his tenure, he was responsible for providing customer service and financial advice, addressing the financial needs and inquiries of clients, and offering appropriate financial solutions.
Previous Role as Accounting Tutor
William Petrie has experience as an Accounting Tutor at Ryerson University. From 2013 to 2014, he dedicated seven months to tutoring students in accounting, helping them understand complex concepts and improve their academic performance in the field of commerce and finance.
Early Career at C'est What
From 2010 to 2016, William Petrie worked at C'est What, where he held dual roles as an Accounting Assistant and Server. In this position, he balanced responsibilities such as handling accounting tasks and serving customers, gaining valuable experience in both financial management and customer service over a six-year period.
Educational Background
William Petrie attended Ryerson University from 2011 to 2015, where he earned a Bachelor of Commerce degree. His education provided a solid foundation in business and finance, equipping him with the knowledge and skills necessary for his subsequent career in financial services.