I have a passion for people and thrive on building meaningful relationships and surrounding myself with a diverse network. I value respect and authenticity with my connections.Relationship Building: Make a positive impact in my community and express appreciation to clients through active marketing and outreach. Maintaining strong client relationships by understanding their goals, business objectives, and current status.Business Development: I strive to build new client relationships through business development strategies, leveraging referrals, existing clients, and influential networks. Teamwork: Collaborate with my team and other internal partners to identify opportunities for clients. Offering guidance and solutions tailored to clients' needs, working closely with partners and other internal colleagues to maximize sales.Delivering Solutions: Evaluate clients' needs and provide appropriate solutions. Continuously support clients by comprehending their goals and objectives. Maintain open communication with clients to discover the best solutions.
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Portfolio ManagerAlpha Group Sep 2024 - PresentToronto, Ontario, Canada -
Manager, Commercial Cash ManagementCibc Jul 2024 - Sep 2024Toronto, Ontario, Canada -
Associate, Commercial Cash ManagementCibc Apr 2023 - Jul 2024Toronto, Ontario, CanadaReal Estate Finance Division -
Associate Financial AdvisorCibc Aug 2022 - Apr 2023Ottawa, Ontario, Canada- Provide financial planning and investment advice to individuals, families, and small businesses- Develop and implement customized financial strategies to help clients meet their long-term financial goals-Conduct portfolio reviews and make recommendations for asset allocation and diversification- Communicate with clients on a regular basis to review their financial plans and provide updates on market conditions and changes in their personal circumstances- Continued professional development and staying current on industry trends and regulations through ongoing education and training -
Financial Services RepresentativeCibc Jan 2021 - Aug 2022Ottawa, Ontario, Canada- Open bank accounts, complete credit card, mortgage, and line of credit applications- Provide investment advice on GIC's and Mutual Funds- Facilitate referrals to Financial Advisors -
Customer Service RepresentativeCibc May 2019 - Jan 202141 Rideau Street- Service clients with their everyday banking needs- Transfers, wires, bill payments, foreign exchange- Facilitate referrals to Financial Service Reps and Financial Advisors -
BackshopClublink Apr 2016 - Apr 2023Ottawa, Canada AreaEagle Creek Golf ClubKanata Golf and Country Club
Ian Tracy Education Details
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3.6/4.0 (Final Year)
Frequently Asked Questions about Ian Tracy
What company does Ian Tracy work for?
Ian Tracy works for Alpha Group
What is Ian Tracy's role at the current company?
Ian Tracy's current role is Portfolio Manager, Alpha Group.
What schools did Ian Tracy attend?
Ian Tracy attended University Of Ottawa.
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