Jason C.
About Jason C.
Jason C. is a Spécialiste Principal en Services Financiers et en Retraite at CIBC in Québec, Canada, with extensive experience in financial services and retirement planning.
Current Role at CIBC
Jason C. has been employed at CIBC since 2018 as a Spécialiste Principal en Services Financiers et en Retraite. He operates out of Québec, Canada, focusing on financial services and retirement planning. His role involves providing expert advice and tailored solutions to clients preparing for retirement, leveraging his extensive background in the financial sector.
Previous Experience at Banque Laurentienne
Jason C. worked at Banque Laurentienne as a Conseiller Service aux Particuliers from 2011 to 2018, based in Saint-Eustache, Quebec, Canada. During his seven-year tenure, he was responsible for offering personal financial advisory services to clients, assisting with everyday banking needs, and ensuring customer satisfaction through personalized service provision.
Career at MCB Group
From 1998 to 2011, Jason C. was a Conseiller at MCB Group in Port Louis. Over his 13-year career with the company, he gained substantial experience in financial consulting, offering advice to clients and helping them manage their financial portfolios effectively. His role involved comprehensive client interactions and strategic financial planning.
Education and Certifications
Jason C. has completed significant studies in financial planning and investments. He obtained a Certificat en planification de la retraite from the Canadian Institute of Financial Planning, equipping him with specialized knowledge in retirement planning. Additionally, he earned the title of Representant en Epargne Collective from The Investment Funds Institute of Canada, reinforcing his expertise in collective investment schemes.