Corrie Cloak
About Corrie Cloak
Corrie Cloak is an Executive Assistant at IG Wealth Management in Victoria, British Columbia, where she manages client accounts and executes trades. With a background in customer service at Scotiabank and BMO Financial Group, she has extensive experience in client servicing and administration.
Work at IG Wealth Management
Corrie Cloak has served as an Executive Assistant at IG Wealth Management since 2014. In this role, she manages daily business transactions related to client accounts and executes trades on portfolios. Cloak supports a Senior Financial Consultant by providing client servicing, administration, and marketing assistance. She is responsible for preparing and maintaining client files, paperwork, and meeting notes, ensuring that all client information is accurate and up to date. Additionally, she manages and updates various client databases, contributing to the overall efficiency of the financial planning practice.
Previous Experience in Financial Services
Before joining IG Wealth Management, Corrie Cloak worked at BMO Financial Group as a Customer Service Representative from 2011 to 2014. Prior to that, she held a similar position at Scotiabank from 2006 to 2009. Her experience at Scotiabank also includes a role as a Customer Support Representative from 2009 to 2011. These positions provided her with foundational skills in client servicing and support within the financial services industry, enhancing her capabilities in her current role.
Education and Expertise
Corrie Cloak studied at Parkland Secondary School from 2001 to 2005. She furthered her education at the University of Calgary, where she pursued Kinesiology and Exercise Science for one year in 2005-2006. This educational background, combined with her extensive experience in client servicing and administration in the financial sector, contributes to her expertise in managing client relationships and supporting financial planning processes.
Background
Corrie Cloak has a diverse background in customer service and financial administration. She has worked in various roles across different financial institutions in Canada, including Scotiabank and BMO Financial Group. Her career spans over a decade, with a significant focus on client management and transaction processing. Cloak has been based in Victoria, British Columbia, for her current position at IG Wealth Management, where she has been actively involved in supporting financial consultants and managing client accounts.