Wei Xie

Senior Financial Advisor at Scotiabank
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Contact Information
us****@****om
(386) 825-5501
Location
Edmonton, Alberta, Canada, CA

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Credentials

  • Diploma in Financial Planning
    The Canadian Institute of Financial Planning
    Jul, 2020
    - Sep, 2024
  • RFRA and Registered Financial and Retirement Advisor
    The Canadian Institute of Financial Planning
    Mar, 2016
    - Sep, 2024
  • Investment funds in Canada
    Canadian Securities Institute
    Feb, 2014
    - Sep, 2024

Experience

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Senior Financial Advisor
      • Mar 2013 - Present

      Highlighted Qualifications ❖ 9 years outstanding experience in banking industry: day to day banking, borrowing, investment, retirement and financial planning. ❖ Consistently exceeding sales goal. ❖ Licensed Mutual Fund Representative and successfully completed Registered Financial and Retirement Advisor courses; continually working towards PFP designation. ❖ Officer in Charge to maintain branch daily operation by providing supports to both service and sale team. ❖ Fluently communicating in two languages English and Mandarian, both verbal and written. Show less

Education

  • University of Saskatchewan
    Bachelor of Commerce - BCom, Business, Management, Marketing, and Related Support Services
    2005 - 2009

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