Charlie Zhang
About Charlie Zhang
Charlie Zhang is an Associate at CIBC with a diverse background in business development and financial consulting, having previously worked at TD and McGill University.
Title
Charlie Zhang currently holds the position of Associate at CIBC, where they have been employed since 2018.
Professional Experience at CIBC
Charlie Zhang has been working at CIBC as an Associate since 2018. CIBC, a major Canadian bank, has provided Charlie with opportunities to leverage their skills in financial services and client relations.
Business Development at TD
Charlie Zhang worked at TD as a Business Development professional from 2015 to 2017, based in Toronto, Ontario, Canada. During this period, Charlie developed and executed strategies to enhance business growth and client engagement.
Financial Consultant at TD
From 2013 to 2015, Charlie Zhang served as a Financial Consultant at TD. This role involved advising clients on financial planning, investments, and wealth management solutions.
Education and Roles at McGill University - Desautels Faculty of Management
Charlie Zhang studied at McGill University from 2010 to 2013. During their time there, they held several roles at the Desautels Faculty of Management including Lead Ambassador (2012-2013), Vice President Internal (2012-2013), and Assistant to Lead Advisor (2011-2012). These roles involved leadership, coordination of events, and providing support to the faculty's advisory team.
Various Internship Experiences
In 2012, Charlie Zhang held two summer intern positions: one as a Compensation Summer Intern at Aon and another as a Personal Banking Services Summer Intern at BMO Financial Group. In 2011, they also interned as an Investment Management Summer Intern at Sichuan Trust Co., Ltd. These internships provided exposure to various aspects of the financial and investment sectors.
Education at Dawson College
Charlie Zhang attended Dawson College from 2008 to 2010, completing a program that laid the foundation for their subsequent studies and career in finance and management.