Duncan Fletcher

Duncan Fletcher Email and Phone Number

Options licensed Investment Representative working in finance industry. @ CIBC Capital Markets
toronto, ontario, canada
Duncan Fletcher's Location
Toronto, Ontario, Canada, Canada
About Duncan Fletcher

Experienced customer service professional with over 15 years of managing projects, helping clients resolve issues and achieve their goals. After recently completing the Canadian Securities Course and Conduct and Practices Handbook, I've started a career with CIBC in the investment industry.

Duncan Fletcher's Current Company Details
CIBC Capital Markets

Cibc Capital Markets

View
Options licensed Investment Representative working in finance industry.
toronto, ontario, canada
Website:
cibcwm.com
Employees:
2976
Duncan Fletcher Work Experience Details
  • Cibc Capital Markets
    Associate, Premium Edge
    Cibc Capital Markets Apr 2023 - Present
    Toronto, Ontario, Canada
    • Work with different departments to assist high net worth clients with a range of issues, including account opening and transfers in, preparing forms for clients to sign, and then working with colleagues within Premium Edge and other internal departments to achieve a quick resolution.• Develop positive relationships with clients, and follow up with them via email and phone on complicated issues• Use multiple platforms to complete trades for self-directed investing clients in options, equities, mutual funds and fixed income. • Assisted with CDIP project to ensure AML compliance within Corporate accounts, contacting clients to gather necessary information and documents for the Account Documentation Team.
  • Cibc Capital Markets
    Investment Representative
    Cibc Capital Markets Jan 2022 - Apr 2023
    Toronto, Ontario, Canada
    • Worked with different departments and used multiple platforms to complete trades for self-directed investing clients, or Financial Advisors. Also assisted clients with non trade related calls, whether technological problems or administrative issues, following up where necessary to ensure resolution.• Helped with job shadowing for new IRs, also compiled list of system access issues for representatives from training classes to help them to get access to the necessary trading platforms and tools.
  • Cibc Capital Markets
    Customer Service Representative
    Cibc Capital Markets Aug 2021 - Jan 2022
    Toronto, Ontario, Canada
    Customer Service Representative in contact centre for Investors Edge, CIBCs self directed investment service. Answering clients account and trading related questions, providing technical assistance, working with colleagues across multiple departments to resolve client issues.
  • Bell Mobility Cellular Inc.
    Client Care Representative - Subsidized Accounts
    Bell Mobility Cellular Inc. Jul 2011 - Sep 2020
    Mississauga, Ontario, Canada
    • Provided “best in class” customer service on personal and work lines for Bell Mobility and Virgin Mobile employees, 3rd party Bell dealers, in store demo phones and other test/demo accounts set up for business purposes. Balanced projects and requests from multiple sources, evaluated urgency of tasks and prioritised accordingly to ensure requests handled within departmental deadlines.• Managed National Retail Employee Discount programme. Provided input to marketing department and communicated with in-store representatives to establish and clarify application form to close potential loopholes. Created original training documents and email templates, updated documents as needed and provided training and ongoing support for colleagues to apply thousands of discounts annually to retail partners. Built and maintained databases to track applications, provide reports and analyse trends.• Analysed quantities of emails to different inboxes and time required for individual tasks and produced written report to better inform strategic decisions by managers to improve departmental efficiency.
  • Bell Mobility Cellular Inc.
    Client Care Representative - Walk-In Centre
    Bell Mobility Cellular Inc. Jun 2007 - Jul 2011
    Mississauga, Ontario, Canada
    • Provided face to face client care for Bell Mobility customers with consumer and business accounts, clarified invoices and resolved escalations.• Worked the cash desk, processed payments on client accounts, balanced floats and prepared daily deposits for Brinks.
  • Bell Mobility Cellular Inc.
    Client Care Representative - Call Centre
    Bell Mobility Cellular Inc. Oct 2003 - Jun 2007
    Mississauga, Ontario, Canada
    Performed client care via inbound calls for Bell Mobility. Achieved consistently excellent call quality, customer satisfaction and retention results.
  • Sb Nation
    Blog Managing Editor
    Sb Nation Mar 2011 - Nov 2014
    Toronto, Ontario, Canada
    Founder, Managing Editor and Writer for Waking The Red, a Toronto FC community within SB Nation.• Managed team of up to 6 contributors, on a limited budget, assigned tasks, edited articles and provided feedback, producing 25 articles weekly, and up to 200,000 page-views monthly. • Wrote weekly column on Toronto FC for Sportsnet.ca; wrote match reports for the official website of League 1 Ontario and contributed to articles in The Guardian and Toronto Star.• Promoted blog via social media, building Twitter account with 2000+ followers. Moderated lively and positive comments section to cultivate active community of readers.
  • Xentel Dm
    Charity Fundraiser
    Xentel Dm Mar 1998 - Feb 2003
    Vancouver, British Columbia, Canada
    • Made outbound calls to residents and businesses, soliciting donations and selling tickets to fundraising events, bringing in hundreds of thousand of dollars for local charities. • Achieved consistently excellent banking results, with a large percentage of pledges turning into concrete donations, maximising return on expenses.

Duncan Fletcher Education Details

Frequently Asked Questions about Duncan Fletcher

What company does Duncan Fletcher work for?

Duncan Fletcher works for Cibc Capital Markets

What is Duncan Fletcher's role at the current company?

Duncan Fletcher's current role is Options licensed Investment Representative working in finance industry..

What schools did Duncan Fletcher attend?

Duncan Fletcher attended Newcastle University.

Who are Duncan Fletcher's colleagues?

Duncan Fletcher's colleagues are Yvonne Lachmund, Ariel Meng, Cpa, Nick Dicastri, Mori Ghorashi, Ricki V., Cedric El Adm, Hamza Munir.

Not the Duncan Fletcher you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.