Jiayu (Patrick) Jia

Jiayu (Patrick) Jia

Prep cook

Followers of Jiayu (Patrick) Jia606 followers
location of Jiayu (Patrick) JiaCalgary, Alberta, Canada

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  • Timeline

  • About me

    Financial Planner at TD Wealth Have fun at what you do every day

  • Education

    • The University of Lethbridge

      2013 - 2018
      Bachelor of Science - BS Neuroscience
    • Corporate Finance Institute® (CFI)

      -
      Bloomberg Essentials
  • Experience

    • The Keg Steakhouse + Bar

      Jul 2017 - Aug 2018
      Prep 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 2021
      • RBC On Campus Advisor

        Dec 2019 - Aug 2020
      • Banking Advisor Intern

        Sept 2018 - Nov 2019
    • RBC Wealth Management – Private Banking

      Apr 2021 - Dec 2023
      Private Banking Advisor UHNW
    • TD

      Jan 2024 - now
      Financial Planner
  • Licenses & Certifications

    • ULethbridge Connect Student Networker

      Ten thousnd Coffees
      Sept 2018
      View certificate certificate
    • Conduct and Practices Handbook Course

      Canadian Securities Institute
      Mar 2024
    • Wealth Management Essentials

      Canadian Securities Institute
      Mar 2024
    • Canadian Securities Course

      Canadian Securities Institute
      Mar 2024
    • Personal Financial Services Advice

      Canadian Securities Institute (CSI)
      Feb 2020
    • Investment Funds in Canada

      Canadian Securities Institute (CSI)
      Nov 2018
    • Certificate in Advanced Financial Advice

      Canadian Securities Institute
      Mar 2021
    • McGill Personal Finance Essentials

      McGill University - Desautels Faculty of Management
      Nov 2019
  • Volunteer Experience

    • Designated Driver

      Issued by Operation Red Nose on Dec 2016
      Operation Red NoseAssociated with Jiayu (Patrick) Jia