Wendy (Wenxin) Z.
Investment Specialist at BMO Wealth Management - Canada- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Ottawa, Ontario, Canada, CA
Languages
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English Native or bilingual proficiency
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Mandarin Native or bilingual proficiency
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Credentials
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Financial Planning I
Canadian Securities InstituteJan, 2022- Nov, 2024 -
Canadian Securities Course (CSC®)
Canadian Securities InstituteFeb, 2021- Nov, 2024 -
Bloomberg Market Concepts
Bloomberg LPJan, 2019- Nov, 2024 -
Career Development Certificate
University of OttawaMar, 2018- Nov, 2024
Experience
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BMO Wealth Management - Canada
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Banking
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700 & Above Employee
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Investment Specialist
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Mar 2023 - Present
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BMO
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Canada
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Financial Services
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700 & Above Employee
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Personal Banker
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Sep 2021 - Mar 2023
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Personal Banking Associate
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Feb 2021 - Sep 2021
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Customer Service Representative
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Oct 2020 - Feb 2021
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lululemon
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Canada
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Retail
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700 & Above Employee
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GEC Educator
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Jun 2020 - Nov 2020
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Educator
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Mar 2019 - Jun 2020
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Nīewe Consulting Ltd.
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Canada
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Business Consulting and Services
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1 - 100 Employee
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Associate
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Sep 2018 - Mar 2019
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Canada School of Public Service | École de la fonction publique du Canada
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Canada
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Government Administration
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500 - 600 Employee
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Junior Planning Assistant
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Apr 2018 - Aug 2018
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Starbucks
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United States
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Retail
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700 & Above Employee
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Barista
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Mar 2017 - Nov 2017
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Education
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2015 - 2020
University of Ottawa
Honour Bachelor’s of Commerce (BCom), Finance, Finance
Community
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