Chenchen (Carrie) Qi
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Chenchen (Carrie) Qi Email & Phone Number

CIBC Wood Gundy ｜MBA, CFP, PFP at CIBC Wood Gundy
Location: Waterloo, Ontario, Canada 8 work roles 3 schools
1 work email found @cibc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@cibc.com
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Current company
CIBC Wood Gundy
Role
CIBC Wood Gundy ｜MBA, CFP, PFP
Location
Waterloo, Ontario, Canada
Company size
2017 employees

Who is Chenchen (Carrie) Qi? Overview

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Quick answer

Chenchen (Carrie) Qi is listed as CIBC Wood Gundy ｜MBA, CFP, PFP at CIBC Wood Gundy, a company with 2017 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a work email signal at cibc.com and a matched LinkedIn profile for Chenchen (Carrie) Qi.

Chenchen (Carrie) Qi previously worked as Wealth Advisor at Cibc Wood Gundy and Banking Centre Leader at Cibc. Chenchen (Carrie) Qi holds Master Of Business Administration - Mba, Business Administration And Management, General from Queen'S University.

Company email context

Email format at CIBC Wood Gundy

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{first_initial}{last}@cibc.com
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AeroLeads found 1 current-domain work email signal for Chenchen (Carrie) Qi. Compare company email patterns before reaching out.

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Profile bio

About Chenchen (Carrie) Qi

I am currently a Wealth Advisor with CFP, PFP and registered with CIRO. My capability in acquiring new business and building solid client relationship helped me ensure continuously success. I am a bilingual communicator (English/Mandarin) who builds rapport with clients and colleagues. Besides, I am proved to be a result-oriented and detail-focused quick learner who excels in a fast-paced environment and adapt quickly to new situations. With my solid financial background, I will bring comprehensive understanding of best practices in financial analysis into my work. My valuation skills gained through my work ensured me to be an exceptional analyst. Additionally, as a individual worker, an effective team player and a people leader, I am able to fulfill my job responsibility with strong time management skills. As a branch manager, I have developed people managing skills.

Current workplace

Chenchen (Carrie) Qi's current company

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CIBC Wood Gundy
Cibc Wood Gundy
CIBC Wood Gundy ｜MBA, CFP, PFP
canada
Website
cibcwoodgundy.com
Employees
2017
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8 roles

Chenchen (Carrie) Qi work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Cibc Wood Gundy

Waterloo, Ontario, Canada

Jun 2023 - Present

Banking Centre Leader

Cibc

Waterloo, Ontario, Canada

Nov 2021 - Jun 2023

Senior Financial Advisor

Cibc

120 The Boardwalk, Kitchener, ON

  • Quarterly Achiever in Q3 of fiscal year 2017.
  • Year end reward of excellence in 2017.
  • Currently 207% of plan on Annual Total Net Sales and 146% of plan on Revenue.
  • Providing quality and tailored financial advice to clients
  • Continue seeking for new opportunities by partner with branch representatives, investment advisors, mortgage advisors and referrals from existing clients
  • Coaching new hires on their activities and acting as a manager back-up whenever needed
May 2017 - Nov 2021

Senior Financial Services Representative

Cibc

120 The Boardwalk, Kitchener, ON

  • 300% over targeted money-out plan and 100% over targeted money-in plan year to date
  • Quarter Achiever of Q4 in year 2016
  • Strong team player to help others including lobby management, applications, balancing and etc
  • Always willing to go above and beyond to help clients with their needs and plans
Mar 2016 - Apr 2017

Financial Services Representative Ii

Cibc

Waterloo, Ontario

  • Provide client-based high quality financial services
  • Seek for opportunities to deepen client relationship
  • Acquire new business to build up a solid clientele
  • Contribute to the team to achieve group target
  • Fulfill daily work requirements, expectations and personal targets
  • Help colleagues with their workload
Jan 2014 - Jun 2015

Customer Services Representative

Cibc

Waterloo, Ontario

-Provided clients with efficient and professional service -Worked with clients to resolve issues regarding their banking products-Contributed to group targets by actively seeking for referral opportunities for colleagues-Helped others when in need

Mar 2013 - Dec 2013

Research Assistant, Department Of Management

Saint Mary'S University

Saint Mary's University, Halifax, NS

  • Synthesized and analyzed large amounts of data, summarized the data into practical and executive-level format for further evaluation of various strategic management topics
  • Developed strong time management skills by working within a tight deadline
  • Managed multiple complex and time-sensitive tasks within long-term project
  • Assisted with writing and reviewing of academic paper based on the database as a co-author; presented the research result at the Atlantic School of Business 2011 Conference
  • Proved to be a strong relationship builder attending academic and extracurricular activities
Oct 2010 - Dec 2011

Customer Services Representative

Industrial And Commercial Bank Of China

Wuhan, Hubei, China

  • Provided a positive client experience by quickly understanding customer’s needs and guiding customers with the right solutions
  • Interpreted customers’ needs and identified sales opportunities, including cross-selling opportunities to other groups within the bank
Jun 2011 - Aug 2011
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

SA Sangita. Atkinson Sangita. Atkinson Colleague at Cibc Wood Gundy Canada, Canada View → MN Mitchell Nyman Mitchell Nyman Colleague at Cibc Wood Gundy Greater Ottawa Metropolitan Area, Canada View → DN Daniel Nahmias Daniel Nahmias Colleague at Cibc Wood Gundy Greater Toronto Area, Canada, Canada View → DM Don Merrithew Don Merrithew Colleague at Cibc Wood Gundy Saint John, New Brunswick, Canada, Canada View → JP Jason Paeste Jason Paeste Colleague at Cibc Wood Gundy Markham, Ontario, Canada, Canada View → SE Sanjay Eidnani Sanjay Eidnani Colleague at Cibc Wood Gundy Vancouver, British Columbia, Canada, Canada View → LA Lauren Acker Lauren Acker Colleague at Cibc Wood Gundy Kentville, Nova Scotia, Canada, Canada View → SW Shady William Shady William Colleague at Cibc Wood Gundy Montreal, Quebec, Canada, Canada View → DM Dean Menchions Dean Menchions Colleague at Cibc Wood Gundy St John’s, Newfoundland And Labrador, Canada, Canada View → MA Mariz Anne Panganiban Mariz Anne Panganiban Colleague at Cibc Wood Gundy Winnipeg, Manitoba, Canada, Canada View →
3 education records

Chenchen (Carrie) Qi education

Master Of Business Administration - Mba, Business Administration And Management, General

Queen'S University

Bachelor Of Commerce (B.Com.), Finance, 3.70

Saint Mary'S University

Activities and Societies: General member of Corporate Relations, AIESEC Volunteer, SAGA Special events assistant, ISIS Receptionist.

FAQ

Frequently asked questions about Chenchen (Carrie) Qi

Quick answers generated from the profile data available on this page.

What company does Chenchen (Carrie) Qi work for?

Chenchen (Carrie) Qi works for CIBC Wood Gundy.

What is Chenchen (Carrie) Qi's role at CIBC Wood Gundy?

Chenchen (Carrie) Qi is listed as CIBC Wood Gundy ｜MBA, CFP, PFP at CIBC Wood Gundy.

What is Chenchen (Carrie) Qi's email address?

AeroLeads has found 1 work email signal at @cibc.com for Chenchen (Carrie) Qi at CIBC Wood Gundy.

Where is Chenchen (Carrie) Qi based?

Chenchen (Carrie) Qi is based in Waterloo, Ontario, Canada while working with CIBC Wood Gundy.

What companies has Chenchen (Carrie) Qi worked for?

Chenchen (Carrie) Qi has worked for Cibc Wood Gundy, Cibc, Saint Mary'S University, and Industrial And Commercial Bank Of China.

Who are Chenchen (Carrie) Qi's colleagues at CIBC Wood Gundy?

Chenchen (Carrie) Qi's colleagues at CIBC Wood Gundy include Sangita. Atkinson, Mitchell Nyman, Daniel Nahmias, Don Merrithew, and Jason Paeste.

How can I contact Chenchen (Carrie) Qi?

You can use AeroLeads to view verified contact signals for Chenchen (Carrie) Qi at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Chenchen (Carrie) Qi attend?

Chenchen (Carrie) Qi holds Master Of Business Administration - Mba, Business Administration And Management, General from Queen'S University.

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