Adam D.
Financial Services Representative Ii @CIBC
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WORK HISTORY
Financial Services Representative Ii @CIBC
Kitchener, ON, CA
Advise individuals, entrepreneurs, and small business clients on banking, credit, and financial planning solutions aligned with their financial and business goals.• Assess financial information and risk factors to support lending decisions, including credit cards, lines of credit, and personal loans.• Collaborate with business banking and investment specialists to deliver comprehensive financial solutions and referrals for complex client needs.• Strengthen client relationships through proactive outreach, financial guidance, and participation in community and business engagement initiatives.• Support regulatory compliance by verifying client information and ensuring adherence to anti-money laundering and financial governance requirements.
EDUCATION
University of Waterloo
Master's degree, Economic Development and Innovation
Conestoga College
Diploma, Business/Commerce, General
University of Waterloo
Bachelor of Arts - BA, Business
Waterloo Collegiate Institute
High School Diploma
ABOUT ADAM D.
Economic development professional with a background in financial services and regional economic research. Passionate about helping communities grow by supporting entrepreneurs, strengthening local industries, and building sustainable economic opportunities.Through my MSc in Economic Development and Innovation at the University of Waterloo, I collaborated with regional and municipal partners on projects focused on sector competitiveness, entrepreneurship ecosystems, and community development. My work included analyzing the economic impact of the aviation and aerospace sector in the Region of Waterloo, developing entrepreneurship programming strategies for the Health Innovation Hub with the City of Kitchener, and contributing to a federal grant proposal supporting expanded autism services at KidsAbility Centre for Child Development.In my role at CIBC, I work closely with entrepreneurs and small business clients, providing guidance on financing, credit analysis, and financial planning. This experience gives me practical insight into the opportunities and challenges facing local businesses.I am particularly interested in roles focused on business retention and expansion, entrepreneurship support, regional competitiveness, and community driven economic development. I am motivated by opportunities to work with businesses, partners, and local organizations to create initiatives that strengthen communities and support inclusive economic growth.
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