Jane Wei
Mobile Investment Consultant @CIBC
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WORK HISTORY
Mobile Investment Consultant @CIBC
Toronto, ON, CA
Annual achiever awards, National Leaderboard top 10% performers of fiscal year 2020 • Recommended investment strategy and advice across the full range of products and services to consistently over 15 clients per week to achieve their financial goals and objectives• Maintained existing relationship and identify opportunities to refer clients to other CIBC partners such as Mortgage, Business, and Direct Investment • Generated revenue / profit for CIBC MIC by referring new clients and building new connections• Hosted and organized public seminars 20 times for business development activities to attract more international students and new comers
EDUCATION
University of Toronto
Bachelor of Applied Science - BASc
Western University
Bachelor of Applied Science - BASc
SKILLS
ABOUT JANE WEI
CIBC - mobile investment consultant
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