Bev Kennedy-Steeves, MBA

Bev Kennedy-Steeves, MBA

Substitute Teacher

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location of Bev Kennedy-Steeves, MBAFredericton, New Brunswick, Canada

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  • Timeline

  • About me

    Associate Investment Advisor

  • Education

    • University of New Brunswick

      1999 - 2003
      Bachelor's degree Sociology

      Activities and Societies: Varsity Reds Women's Basketball Team

    • Dalhousie University- Rowe School of Business

      2018 - 2023
      Master of Business Administration - MBA Leadership
  • Experience

    • Anglophone School District

      May 1999 - Sept 2001
      Substitute Teacher

      Supple Teacher

    • Match Marketing Group

      May 2001 - Aug 2001
      Marketing Team Member

      As 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 2015

      Launching 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 2015
      • Market Development Manager

        Oct 2007 - Feb 2010
      • Financial Service Representative

        Sept 2004 - Oct 2007
    • CIBC

      Jan 2016 - Feb 2022

      I 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 2022
      • District Vice President

        Oct 2018 - Feb 2022
      • Senior Consultant, Retail Banking and Business Banking, Eastern Canada

        Jan 2016 - Nov 2018
    • CIBC Wood Gundy

      Feb 2022 - now
      Associate Investment Advisor
  • Licenses & Certifications

    • Trusted Financial Advisor of Choice

      Dr. Amy D’Aprix
      Oct 2024
      View certificate certificate
    • Canadian Secruities Course

      Canadian Securities Institute
      Dec 2021
  • Volunteer Experience

    • President Of The Board Of Directors

      Issued by NMBA
      NMBAAssociated with Bev Kennedy-Steeves, MBA
    • Board Member

      Issued by Coach New Brunswick
      Coach New BrunswickAssociated with Bev Kennedy-Steeves, MBA
    • Contributor

      Issued by 100 Women Who Care Fredericton
      100 Women Who Care FrederictonAssociated with Bev Kennedy-Steeves, MBA
    • President

      Issued by Fredericton Fusion Basketball Association on Mar 2020
      Fredericton Fusion Basketball AssociationAssociated with Bev Kennedy-Steeves, MBA