Eric Wedlock
Financial Advisor at CIBC | Courtice, Ontario, Canada
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Eric Wedlock currently serves as a seasoned Financial Advisor at CIBC, where he leverages his extensive expertise in financial planning and investment management to deliver personalized solutions for high-net-worth clients. In his role, Eric is responsible for developing comprehensive financial strategies that align with each client’s unique goals, whether they are focused on wealth accumulation, estate planning, or retirement readiness. His deep understanding of the investment landscape, combined with his IIROC licensing, enables him to recommend tailored investment products and solutions that optimize growth while managing risk effectively.
A key aspect of Eric’s work involves utilizing advanced planning tools and resources to craft detailed financial plans that address clients' short, medium, and long-term objectives. His proficiency in solution selling and his strong customer service background allow him to communicate complex financial concepts clearly and confidently, fostering trust and long-term relationships. Eric’s expertise extends to identifying new business opportunities through lead generation and cold calling, ensuring he continually expands his client base while maintaining high service standards.
Beyond his technical skills, Eric’s leadership in team collaboration and his ability to present compelling financial solutions make him a valuable asset within CIBC’s advisory team. His commitment to ongoing professional development ensures he stays current with industry trends and investment products, empowering him to provide innovative and strategic financial advice. Whether guiding clients through market fluctuations or helping them plan for future milestones, Eric’s holistic approach underscores his dedication to helping clients achieve financial security and peace of mind.
Financial Advisor at CIBC in June 2020 to Present
Senior Financial Services Representative at CIBC in June 2016 to June 2020
Financial Services Representative at CIBC in April 2015 to May 2016
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Wilfrid Laurier University, Bachelor of Arts (BA), July 2026
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Relationship Building
Investments
Finance
Banking
Customer Relationship Management (CRM)
Communication
Financial Advisory
Sales
Time Management
Cold Calling
Sales Process
Direct Sales
Account Management
Sales Presentations
Solution Selling
Team Leadership
Leadership
Management
Relationship Management
New Business Development
Customer Service
Lead Generation
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Discover more about CIBCWhat is Eric Wedlock email address?
Email Eric Wedlock at [email protected] and [email protected]. This email is the most updated Eric Wedlock's email found in 2026.
How to contact Eric Wedlock?
To contact Eric Wedlock send an email to [email protected] or [email protected]. (updated on February 17, 2025)
What company does Eric Wedlock work for?
Eric Wedlock works for CIBC
What is Eric Wedlock's role at CIBC?
Eric Wedlock is Financial Advisor
What is Eric Wedlock's Phone Number?
Eric Wedlock's phone (416) ***-*216
What industry does Eric Wedlock work in?
Eric Wedlock works in the Banking industry.
Eric Wedlock Email Addresses
Eric Wedlock Phone Numbers
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