Jonathan Wu

Analyst, Compliance at Fiera Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Montreal, Quebec, Canada, CA
Languages
  • English Native or bilingual proficiency
  • French Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency
  • Mandarin Native or bilingual proficiency

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Credentials

  • Derivatives Fundamentals and Options Licensing
    Canadian Securities Institute (CSI)
    Jan, 2019
    - Nov, 2024
  • Conduct and Practices Handbook
    Canadian Securities Institute (CSI)
    Oct, 2018
    - Nov, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Aug, 2018
    - Nov, 2024

Experience

  • Fiera Capital
    • Canada
    • Financial Services
    • 400 - 500 Employee
    • Analyst, Compliance
      • Nov 2021 - Present

  • RBC Dominion Securities
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Associate
      • Feb 2020 - May 2021

  • RBC Direct Investing
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Investment Services Representative
      • Jul 2018 - Feb 2020

  • BMO
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Customer Service Representative
      • Aug 2016 - Jul 2018

      Retail Banking Branch Level Retail Banking Branch Level

  • Kumon Canada, Inc.
    • Canada
    • Primary and Secondary Education
    • 300 - 400 Employee
    • Tutoring
      • Jan 2014 - Aug 2016

Education

  • Concordia University
    Bachelor's degree, Major in Finance
    2015 - 2018
  • University of Amsterdam
    International Business and Social Challenges
    2014 - 2014
  • Marianopolis College
    DEC, Commerce
    2012 - 2014

Community

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