Awards & Recognition

2021 CIBC Annual Achiever

The Annual Achievers Award is one of CIBC’s most prestigious employee recognition programs. Each year, CIBC selects the highest group of employees who have made the most outstanding contributions throughout the year, embodying the bank’s core values such as trust, teamwork, and accountability. These individuals are known as “Annual Achievers.”2019 Quarterly Achiever

2019 Quarterly Achiever

The Quarterly Achiever Award is a top award to formally recognize employees for outstanding contributions and acknowledgement of ongoing exceptional work.

I bring a proven track record of enabling executives and teams to perform at their best. I am eager to apply my expertise in digital collaboration, process optimization, and stakeholder engagement to drive innovation, accelerate efficiency, and deliver measurable impact. My goal is to join a forward-thinking organization where I can contribute to transformative initiatives, shape strategic outcomes, and grow alongside leaders who are redefining the future of business.

Recognition & References

Danielle - Olivia, Sheryl and I, wanted to thank you, for taking the time today to help the three of us better understand how to use Teams Live. You took a considerable amount of time out of your day, provided a tremendous overview and answered all of our questions. You made it simple and gave us the comfort we needed to run our first Teams Live meeting that will have in the neighbourhood of 500+ attendees! Thank you for helping to prepare us and give us confidence! Scott, Sheryl and Olivia

- Scott W.

Thank you Danielle for all your hard work in leading the team into the future by helping all of us learn how to effectively use our virtual forum, Microsoft Teams, and by providing best practices. Thanks again!

- Irene S.

Thanks Danielle for your guidance and leadership with embracing new tools and technology! We all really appreciate your help and support. Congratulations!

- Rob T.

Thanks Danielle for all your work on the Diamond Growth Council virtual event, we couldn't have pulled it off without you!

- Monika B.

Danielle, excellent work on simplifying and edifying the CE credit management process. You took ownership of the assignment and through your own discovery, collaboration and resourcefulness, brought forward a solution to help our clients and channel partners. Thank you.

- Trudie B.

Thanks Danielle for your tireless persistence to find a really innovative and simplified way for us to issue CE Credits! Amazing Work!

- RT

Stepped-in in a time sensitive situation to help me deliver a great experience for our clients. If not, the result would have ranged from poor to cancellation. Helped create opportunities for our business. Was quick, attentive, knowledgeable, went above and beyond and followed up multiple times to make sure we delivered a positive experience for our clients.

- Kevin S.

As a Senior Business Development Specialist, Danielle Totten has made exceptional contributions, models excellence and consistently demonstrates what it means to be on Purpose. Exceptional Contributions - with the the clean-up of the CE management process to further simplify and enhance our methods to meet the needs of an evolving regulatory environment and CFR demands. Our previous process relied on manual issuances of CE certificates that were often misplaced and duplicates subsequently requested long after the event had taken place. Danielle exceeded expectations by seeking the right internal partners to establish a deeper understanding of the processes across CIBC and how they can be applied for all our clients. By taking ownership of the assignment and through her own discovery, resourcefulness and collaboration, Danielle brought forward a radically simple and enduring solution to issue and track CE credits with Channel partners meeting the needs of our clients’ KYP and CE credit obligations. Model Excellence As a BDS specializing in digital marketing, Danielle delivers excellence with every project she is assigned to. As the GDT specialist for MS Teams, she diligently set up group and personal training sessions and provided extraordinary ongoing support. She went out of her way to volunteer to produce larger GDT events (i.e. upwards of 500 Channel partners) as well as regional events to ensure these client facing meetings were executed flawlessly.

Furthermore, Danielle took initiative to create a “best in class” follow up email template leveraging our client email engagement platform to help our distribution partners. Ensuring all relevant marketing materials (ie. presentation deck, thought leadership and Fund Profiles) and meeting points are captured and compliant for distribution, Danielle has saved the sales teams time and created efficiency to ensure a professional and timely follow up process. Demonstrates Purpose Danielle inspires and encourages others and continuously strives to improve the experience of fellow team members and internal/external partners and authentically makes the team’s goals her own. She went above and beyond her responsibilities to dramatically re-organize the GDT sales support One Drive folder to ensure all compliance and procedure files are easily accessible and updated and has shared her best practices with other LOB’s. The extraordinary service Danielle has provided to her internal partners has garnered her numerous Moment Makers recognitions from those she has worked with.

- Dino Z.

Top Skills

Professional Summary

With a passion for continuous improvement, process enhancement, and providing impactful solutions to my team, I have a known ability to think deep and deliver impactful solutions focused on achieving “radically simple” process enhancements. With 10+ years of experience in administrative support, strategic initiatives and team building, I have a proven ability to adapt in fast-moving environments. Skilled in managing executive operations, streamlining processes with digital tools, and coordinating cross-functional initiatives. Recognized for building trusted stakeholder relationships, and driving efficiencies enabling leaders to focus on strategic growth.

WORK EXPERIENCE

Senior Business Development Specialist - CIBC Asset Management

  • Strategically manage complex executive calendars in a fast-paced banking environment, ensuring alignment with organizational and regulatory priorities—skills directly applicable to dynamic tech settings.

  • Working directly with senior executives, client partners, and cross-functional leaders to coordinate and balance competing priorities driving efficiency across financial and technology projects.

  • Proactively protecting executive time, identified scheduling conflicts, and ensured availability for critical decision-making meetings involving both banking and technology stakeholders.

  • Arrange and optimize domestic and international travel, including digital itinerary management and logistical coordination for conferences and client engagements.

  • Represent executive leadership externally, building trusted relationships with high-value clients, business partners and technology vendors, reinforcing brand credibility.

  • Partner with peer administrators to maintain leadership continuity, organizational alignment, and consistency across enterprise-wide functions.

  • Coordinate and track and lead special projects, cross-functional initiatives, and digital transformation priorities, ensuring measurable progress and compliance with timelines. Prepare, reconcile, and submit monthly expense reports with precision, adhering to banking compliance standards and leveraging technology platforms for accuracy.

  • Maintain strict confidentiality handling sensitive financial and client data, while adapting secure digital practices.

  • Extensive experience using cloud based platforms such as (Sharepoint sites, Seismic platform, SalesForce, Mircrosoft 365 Cloud suite, MS Teams, Thoughspot) assisting in enhanced business practice and optimized workflows .

National Sales Coordinator - CIBC Asset Management

  • Working directly with Executive Management and the Leadership team across the Global Distribution channel to bring forward collaborative sales initiatives.

  • Organized and coordinated events with our key business leaders and Portfolio Managers across Canada and Globally (United States, Europe and Australia).

  • Tracked KPIs to construct business critical sales reports, building dashboards and provide investigative analysis of stress reporting from the CRM data base.

  • Working alongside Nationals Sales Director of Strategy and Executive Director of National Sales, providing analytical reports and presentation materials.

  • Ensuring compliance practices are followed and providing guidance to the National Sales team around changes to process enhancements and compliance procedures.

  • Ensured expense reports were submitted in a timely manor and properly documented on our CRM database.

  • Coordinate of travel accommodations and booking for Executive leadership as required

Team Lead, Territory Coordinator - CIBC Asset Management

  • Provided mentorship and development support to junior administrative professionals, embedding best practices for both banking operations and emerging tech tools.

  • Training and coaching opportunities for process enhancement and aministrative workflows

  • Managing and reviewing of all business development requests ensuring that they meet compliance and regulatory requirements which comply with the NI 81-105

  • Reviewing and approving vouchers for payment. Ensuring that coding and account data has been entered correctly prior to final submissions

  • Providing territory coverage and administrative support to sales teams in the absence of a Territory Coordinator - assisted in sales support of multiple sales teams

  • Assisted in the interview and hiring process of Territory Coordinators

Territory Coordinator - CIBC

  • Provided administrative support to the respective Regional Directors and Business Development Managers located in and around Toronto and the GTA area.

  • Preparing and maintaining marketing materials sent to clients

  • Coordinating marketing campaigns and activities

  • Regular sales reporting

  • Maintaining and developing our client data base

  • Preparing and documenting Business Development Activities

  • Planning and organizing client facing events

  • Ensuring consistent communications with clients and high quality customer service.

  • Ensuring expense reporting submited in a timely mannor adhering to compliance guidelines

Education

Wilfred Laurier University - Bachelor of Arts, 2015