Jennifer Ni
Advicedirect Premium Advisor @BMO
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2021 — Present
Advicedirect Premium Advisor @BMO
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Toronto, ON, CA
adviceDirect Premium is an elevated level of support for online investors with more than investments at adviceDirect. As a dedicated premium client advisor, I manage relationships with high net worth clients, conduct regular portfolio reviews, and help clients build a wealth plan from a holistic perspective.
EDUCATION
N/A
University of Toronto
Bachelor of Commerce - BCom
2017 — 2018
Smith School of Business at Queen's University
Master of Finance
ABOUT JENNIFER NI
Senior Premium Advisor at BMO Financial Group
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