Tracyann Walchie
Financial Services Representative II at CIBC | Greater Toronto Area, Canada
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Tracy-ann Walchie currently excels as a Financial Services Representative II at CIBC, where she leverages her extensive 15-year background in wealth management and retail banking to deliver exceptional client service and tailored financial solutions. In her role, she actively fosters and nurtures key client relationships by deeply understanding their unique financial and personal goals. Her expertise in business relationship management and client relations enables her to identify opportunities that align with clients’ aspirations, ensuring they receive personalized advice that promotes their long-term financial success.
Tracy-ann’s proficiency in interpersonal relationships and her strong communication skills—both written and verbal—allow her to effectively present complex financial concepts in a clear and engaging manner. She is adept at conducting comprehensive needs assessments, providing insightful product recommendations, and delivering informative presentations that empower clients to make confident financial decisions. Her analytical skills and attention to detail ensure that each client’s portfolio is optimized with strategies that enhance wealth accumulation and preservation.
At CIBC, Tracy-ann is committed to delivering an outstanding customer experience by combining her passion for finding innovative solutions with her dedication to integrity and trust. Her ability to manage multiple client accounts while maintaining a high level of service delivery underscores her professionalism and expertise in the industry. Whether working on wealth management strategies or retail banking solutions, Tracy-ann consistently demonstrates a proactive approach to helping clients achieve their financial goals, making her a valuable asset to her team and the clients she serves.
Financial Services Representative II at CIBC in November 2023 to Present
Owner at TAW Business Consultants in June 2019 to August 2022
Assistant Manager, Client Services at MF&G Asset Management Ltd in November 2015 to March 2019
Wealth Advisor at VM Wealth Management in February 2015 to October 2015
Personal Portfolio Advisor at Jamaica Money Market Brokers Ltd in August 2013 to February 2014
Client Relations Officer at Jamaica Money Market Brokers Ltd in June 2009 to July 2013
Relationship Officer at Bank of Nova Scotia in November 2006 to July 2008
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University of Technology, Jamaica, Bachelor of Business Administration - BBA
Durham College, Post Graduate Studies, September 2026
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Written Communication
Oral Communication
Interpersonal Relationships
Portfolio Management
Flexibility
Sales/Influencing Skills
Time Management
Teamwork
Customer-focused Service
Customer Experience
Presentation Skills
Client Liaison
Customer Retention
Client Relations
Business Relationship Management
Sales
Service Delivery
Client Services
Leadership
Presentations
Management
Contact Centers
Excellent Communicator both written & verbal
Customer focussed
Results focussed
Analytical Skills
Customer Relationship Management (CRM)
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Discover more about CIBCWhat is Tracy-ann Walchie email address?
Email Tracy-ann Walchie at [email protected]. This email is the most updated Tracy-ann Walchie's email found in 2026.
How to contact Tracy-ann Walchie?
To contact Tracy-ann Walchie send an email to [email protected]. (updated on March 15, 2025)
What company does Tracyann Walchie work for?
Tracyann Walchie works for CIBC
What is Tracyann Walchie's role at CIBC?
Tracyann Walchie is Financial Services Representative II
What is Tracyann Walchie's Phone Number?
Tracyann Walchie's phone (416) ***-*101
What industry does Tracyann Walchie work in?
Tracyann Walchie works in the Financial Services industry.
Tracyann Walchie Email Addresses
Tracyann Walchie Phone Numbers
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