Jerry Wei

Jerry Wei

RBC Manager, Investment & Retirement Planning Intern/Trainee | Vancouver, British Columbia, Canada

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Work Experience

RBC

Regional Manager, Investment and Retirement Planning

2023-01-01 — Present

BMO Financial Group

Market Leader Financial Planning

2021-11-01 — 2023-01-01

CIBC

Area Sales Manager, Mobile Investment Consultant

2016-09-01 — 2021-11-01

CIBC

Mobile Investment Consultant

2016-08-01 — 2016-09-01

TD

Branch Manager

2014-11-01 — 2016-08-01

TD

Manager of Financial Services

2013-02-01 — 2014-11-01

TD

Financial Advisor

2012-11-01 — 2013-02-01

White Spot

Service Manager

2005-02-01 — 2008-08-01

Skills

finance banking investing insurance financial planning wealth management capital markets banks & credit unions financial services

Languages

English