Deep Enrich_Jia.webp)
Jiayu (Patrick) Jia
Prep cook
606 followers
Calgary, Alberta, Canada
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About me
Financial Planner at TD Wealth Have fun at what you do every day
Education
The University of Lethbridge
2013 - 2018Bachelor of Science - BS Neuroscience.webp)
Corporate Finance Institute® (CFI)
-Bloomberg Essentials
Experience
The Keg Steakhouse + Bar
Jul 2017 - Aug 2018Prep cook
RBC
Sept 2018 - Mar 2021^Implementing new vision on "other branch format" in community exposure, specifically RBC on campus segment^Promoting financial literacy and banking support within campus for students, Newcomers, International students, as well as university staff^Facilitating RBC on campus branch with school faculties, student association and student clubs on varies events and activities^Acting as participating employer in University Career Fair, helping students understand job postings and career path within personal banking industry and associated employment types^Quarterly Performance Winner Show less
Banking Advisor/Manager Delegate
Sept 2020 - Mar 2021RBC On Campus Advisor
Dec 2019 - Aug 2020Banking Advisor Intern
Sept 2018 - Nov 2019
RBC Wealth Management – Private Banking
Apr 2021 - Dec 2023Private Banking Advisor UHNW
TD
Jan 2024 - nowFinancial Planner
Licenses & Certifications
- View certificate
ULethbridge Connect Student Networker
Ten thousnd CoffeesSept 2018
Conduct and Practices Handbook Course
Canadian Securities InstituteMar 2024Wealth Management Essentials
Canadian Securities InstituteMar 2024Canadian Securities Course
Canadian Securities InstituteMar 2024.webp)
Personal Financial Services Advice
Canadian Securities Institute (CSI)Feb 2020Investment Funds in Canada
Canadian Securities Institute (CSI)Nov 2018Certificate in Advanced Financial Advice
Canadian Securities InstituteMar 2021
McGill Personal Finance Essentials
McGill University - Desautels Faculty of ManagementNov 2019
Volunteer Experience
Designated Driver
Issued by Operation Red Nose on Dec 2016
Associated with Jiayu (Patrick) Jia
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