Colin Zhang
Financial Planner Ii @CIBC
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WORK HISTORY
Financial Planner Ii @CIBC
East York, ON, CA
EDUCATION
Ontario Tech University
BComm (Honours), Finance
The Chinese University of Hong Kong
Chinese and western modes of thought
SKILLS
ABOUT COLIN ZHANG
A passionate financial planning professional with over 10 years of experience in the banking industry providing excellent client experience and delivering strong financial results. Highly motivated individual who demonstrates positive attitude, decision-making, problem solving, time management, teamwork and trustworthy skills. Active engagement using planning software with current/prospect clients for holistic financial planning and presenting recommendations towards their financial ambitions. Confident in providing sound financial advice to build/leverage valuable Centre of influence.
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