Connie Zhou
Senior Wealth Planning Associate Client Relationship Manager @Nicola Wealth
Vancouver, BC, CA
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MOBILE NUMBERS
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WORK HISTORY
Nov 2021 — Present
Senior Wealth Planning Associate Client Relationship Manager @Nicola Wealth
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Vancouver, BC, CA
EDUCATION
2017 — 2017
Canadian Securities Institute
Conduct and Practices Handbook (CPH)
N/A
Canadian Securities Institute
Investment Advisor Training Program (90-day)
2011 — 2016
The University of British Columbia / UBC
Bachelor of Commerce (B.Com.)
2018 — 2018
Canadian Securities Institute
Wealth Management Essentials (WME)
2016 — 2016
Canadian Securities Institute
Canadian Securities Course (CSC®)
SKILLS
Marketing StrategyCantoneseTime ManagementLeadershipMicrosoft ExcelPublic SpeakingAccountingEvent PlanningTeamworkPresentationsFinancial AnalysisProject AccountingData AnalysisPowerpointCustomer ServiceCritical ThinkingMandarin
ABOUT CONNIE ZHOU
Senior Wealth Planning Associate | Client Relationship Manager at Nicola Wealth
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