Lara Held
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Lara Held Email & Phone Number

Senior Financial Advisor at CIBC
Location: Kamloops, British Columbia, Canada 6 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
CIBC
Role
Senior Financial Advisor
Location
Kamloops, British Columbia, Canada
Company size
34212 employees

Who is Lara Held? Overview

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Quick answer

Lara Held is listed as Senior Financial Advisor at CIBC, a with 34212 employees, based in Kamloops, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Lara Held.

Lara Held previously worked as Senior Financial Service Representative at Cibc and Personal Banking Officer at Valley First. Lara Held holds Associate In Commerce, Finance, General from Vancouver Island University.

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Email format at CIBC

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CIBC

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Profile bio

About Lara Held

I'm a Financial Advisor with over 20 years of experience in the financial, banking and investment industries. After graduating from Vancouver Island University, I started my career in financial services. As a dedicated financial advisor, I specialize in providing holistic advice and personalized planning to help clients achieve their financial goals. This includes offering exclusive everyday banking, investing, borrowing and wealth protection solutions.At CIBC Imperial Service, we provide comprehensive goal planning and banking services to meet your needs. When we work together, you'll receive personalized service and expertise to help create and manage a plan that balances your needs for today with your goals for the future. And that begins with a conversation. As your dedicated financial advisor, the first step is to get to know you. We'll talk about your priorities so I can understand the full financial picture for you and your family. From finding opportunities and identifying gaps, I'll help you and your family plan for all the unique circumstances and stages of your life.When I'm not in the office, I enjoy travelling, reading, and skiing at Sun Peaks. Please contact me anytime if you have questions about your personal finances or investment strategy. I look forward to working together.

Current workplace

Lara Held's current company

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CIBC
Cibc
Senior Financial Advisor
toronto, ontario, canada
Website
cibc.com
Employees
34212
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6 roles · 33 years

Lara Held work experience

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

Senior Financial Advisor

Current
Cibc

Kamloops, British Columbia, Canada

A strong relationship is the foundation for tailored financial advice—and that starts with getting to know you, your family and your needs. My goal is to help you build a personal roadmap to financial success and stay on track. We'll work together throughout your milestones and life changes, no matter how big or small. To help achieve your goals, CIBC Imperial Service offers access to a team of experts who can guide you in building and protecting your wealth from enhancing your banking and finding borrowing solutions to planning for retirement and setting up the next generation for success.​

Nov 2016 - Present

Senior Financial Service Representative

Cibc

Kamloops

Mar 2012 - Oct 2016

Personal Banking Officer

Valley First
Oct 2008 - Jan 2012

Client Relations Officer

Credential Financial
2006 - 2007 ~1 yr

Financial Services Representative

Coastal Community Credit Union
1994 - 2000 ~6 yrs
Team & coworkers

Colleagues at CIBC

Other employees you can reach at cibc.com. View company contacts for 34212 employees →

AA Ayman Abou El-Fadl Ayman Abou El-Fadl Colleague at CibcGreater Calgary Metropolitan Area, Canada View → MA Mansoor Anis Mansoor Anis Colleague at CibcToronto, Ontario, Canada View → JJ Jm Jm Jm Jm Colleague at CibcMontreal, Quebec, Canada View → AR Anjali Ramavat Anjali Ramavat Colleague at CibcToronto, Ontario, Canada View → SC Sabina Chhetri Sabina Chhetri Colleague at CibcOttawa, Ontario, Canada View → HT Harley Twyman Harley Twyman Colleague at CibcCanada View → VB Vishal Bhatt Vishal Bhatt Colleague at CibcHamilton, Ontario, Canada View → JI Jodi Inkster Jodi Inkster Colleague at CibcDelisle, Saskatchewan, Canada View → RS Robert St. Germain Robert St. Germain Colleague at CibcRichmond Hill, Ontario, Canada View → JB John Beckett John Beckett Colleague at CibcCanada View →
1 education record

Lara Held education

FAQ

Frequently asked questions about Lara Held

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

What company does Lara Held work for?

Lara Held works for CIBC.

What is Lara Held's role at CIBC?

Lara Held is listed as Senior Financial Advisor at CIBC.

Where is Lara Held based?

Lara Held is based in Kamloops, British Columbia, Canada while working with CIBC.

What companies has Lara Held worked for?

Lara Held has worked for Cibc, Valley First, Credential Financial, G&F Financial Group, and Coastal Community Credit Union.

Who are Lara Held's colleagues at CIBC?

Lara Held's colleagues at CIBC include Ayman Abou El-Fadl, Mansoor Anis, Jm Jm, Anjali Ramavat, and Sabina Chhetri.

How can I contact Lara Held?

You can use AeroLeads to view verified contact signals for Lara Held at CIBC, including work email, phone, and LinkedIn data when available.

What schools did Lara Held attend?

Lara Held holds Associate In Commerce, Finance, General from Vancouver Island University.

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