Jaeoh Suh, MFin

Senior Risk Analyst at National Bank Independent Network
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Contact Information
us****@****om
(386) 825-5501
Location
Mississauga, Ontario, Canada, CA

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Credentials

  • Financial Planning I
    Canadian Securities Institute (CSI)
    Oct, 2019
    - Nov, 2024
  • PERSONAL FINANCIAL SERVICES ADVICE
    Canadian Securities Institute (CSI)
    Jan, 2019
    - Nov, 2024
  • CFA Level 1 Pass
    CFA Institute
    Dec, 2018
    - Nov, 2024
  • Options Licensing Course
    Canadian Securities Institute (CSI)
    Mar, 2018
    - Nov, 2024
  • Derivatives Fundamentals Course
    Canadian Securities Institute (CSI)
    Feb, 2018
    - Nov, 2024
  • Conduct and Practices Handbook
    Canadian Securities Institute (CSI)
    Oct, 2017
    - Nov, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Sep, 2017
    - Nov, 2024
  • IFIC
    Canadian Securities Institute (CSI)

Experience

  • National Bank Independent Network
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Senior Risk Analyst
      • Nov 2021 - Present

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Senior Credit Risk Analyst
      • Jul 2021 - Nov 2021

    • Credit Risk Analyst
      • Jun 2020 - Jul 2021

    • Financial Advisor
      • Oct 2018 - Jun 2020

  • Queen's University Alternative Assets Fund (QUAAF)
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Manager - Growth fund
      • Jan 2020 - May 2020

    • Growth Fund Analyst
      • Jul 2019 - Jan 2020

  • RBC Direct Investing
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Investment Services Representative
      • Jul 2017 - Sep 2018

      2018 Q2 Platinum Club Winner - Top 10% service level 2018 Q3 Platinum Club Winner - Top 10% service level 2018 Q2 Platinum Club Winner - Top 10% service level 2018 Q3 Platinum Club Winner - Top 10% service level

  • RBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Senior Cards Advisor
      • Jun 2015 - Jul 2017

      2016 Q3 Life Of Arbie Early Bird Team Winner 2016 Q2 Life Of Arbie Early Bird Team Winner 2015 Q4 Platinum Club Winner - Top 2% sales nationally Promoted to Senior Team within 7 months 2016 Q3 Life Of Arbie Early Bird Team Winner 2016 Q2 Life Of Arbie Early Bird Team Winner 2015 Q4 Platinum Club Winner - Top 2% sales nationally Promoted to Senior Team within 7 months

Education

  • Smith School of Business at Queen's University
    Master of finance, Finance
    2019 - 2020
  • University of Toronto
    Bachelor of Science (B.S.), Animal Physiology
    2009 - 2014

Community

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