
Bev Kennedy-Steeves, MBA
Substitute Teacher

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About me
Associate Investment Advisor
Education

University of New Brunswick
1999 - 2003Bachelor's degree SociologyActivities and Societies: Varsity Reds Women's Basketball Team

Dalhousie University- Rowe School of Business
2018 - 2023Master of Business Administration - MBA Leadership
Experience

Anglophone School District
May 1999 - Sept 2001Substitute TeacherSupple Teacher

Match Marketing Group
May 2001 - Aug 2001Marketing Team MemberAs an NBA Canada Dribble and Drive representative we were in association and sponsored by Game Boy, Juicy Fruit, Nike, Spalding etc. Visiting 30 cities across Canada as an NBA basketball festival to promote the growth of the sport. Through the support and promotion of the program it was a momentum building experience for all ages to extend the number of opportunities to “ play the game”. The NBA Dribble and Drive Challenge “ offered participants a free skills competition which tests dribbling, jumping, passing and shooting abilities. Participants receive acres based on their performance and could visit the NBA.Com/ Canada to compare their results with NBA players and other Dribble and Drive participants.”- as news.com June 27,2001 Show less

CIBC
Sept 2004 - Mar 2015Launching Two Net New Branches, optimizing operational capability of branch., manage risk and ensure policies and controls are in place. Lead the sales process to maximize profitability (revenue, funds managed growth), productivity, and client satisfaction. Provide coaching, support and training to ensure the sustainment and effective use of contact and sales planning tools.Provide on-going advice, guidance & mentoring to direct reports, including coaching on sales and service management disciplines, tools and techniques, and processes and standards. Provide coaching to staff to ensure clients needs, sales techniques, process, solution features and benefits were executed properly and due diligently.Responsible for the relationship management and effective partnerships with key colleagues, key clients and community groupsProvide an enhanced employee experience and creates a performance-driven culture Show less
Branch Manager
Feb 2010 - Mar 2015Market Development Manager
Oct 2007 - Feb 2010Financial Service Representative
Sept 2004 - Oct 2007

CIBC
Jan 2016 - Feb 2022I have coached, mentored and lead teams in the financial industry for 12+years. As a Senior Consultant, Sales&Service of the Eastern region; I analyze business plans/ financial reports and along with the needs of the overall business identify opportunities, gaps and then strategize how to close and coach to these opportunities. I coach different partners and employees by working with their leadership team and assist in creating and executing a variety of business development plans and events. My experience as a Branch Manager for a CIBC has enabled me the opportunity to manage and create relationships with employees and clientele. I have developed and executed policies, procedures, business plans as well as create, manage promotional projects. I have lead, directed and coached a team of up to 35 employees. Through my experiences I have developed numerous relationships with customers and which has qualified me to handle a high volume of diversified responsibilities ranging from high value clientale to developing, managing and leading public speaking seminars. Show less
Community General Manager
May 2019 - Feb 2022District Vice President
Oct 2018 - Feb 2022Senior Consultant, Retail Banking and Business Banking, Eastern Canada
Jan 2016 - Nov 2018

CIBC Wood Gundy
Feb 2022 - nowAssociate Investment Advisor
Licenses & Certifications
- View certificate

Trusted Financial Advisor of Choice
Dr. Amy D’AprixOct 2024 
Canadian Secruities Course
Canadian Securities InstituteDec 2021
Volunteer Experience
President Of The Board Of Directors
Issued by NMBA
Associated with Bev Kennedy-Steeves, MBABoard Member
Issued by Coach New Brunswick
Associated with Bev Kennedy-Steeves, MBAContributor
Issued by 100 Women Who Care Fredericton
Associated with Bev Kennedy-Steeves, MBAPresident
Issued by Fredericton Fusion Basketball Association on Mar 2020
Associated with Bev Kennedy-Steeves, MBA
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