Jason Huang
About Jason Huang
Jason Huang is the Manager of Client Advice at CIBC in Vancouver, British Columbia, Canada, with a background in financial services and software engineering.
Current Role at CIBC
Jason Huang has been serving as the Manager of Client Advice at CIBC since 2020. Based in Vancouver, British Columbia, he is responsible for providing strategic advice to clients, focusing on optimizing their financial portfolios. His role involves overseeing client relationships and ensuring that financial solutions align with the clients' needs and goals.
Previous Roles at CIBC
Before his current role, Jason Huang held several positions at CIBC. From 2019 to 2020, he was a Senior Financial Services Representative specializing in investments in North Vancouver, BC. He worked as a Financial Advisor from 2017 to 2019 in West Vancouver, providing comprehensive financial planning services. From 2013 to 2017, he held the role of Senior Financial Services Representative for Small Business in Vancouver. Additionally, he worked as a Financial Services Representative in 2013 and as a Customer Service Representative from 2010 to 2013, both in Vancouver.
Software Engineering Experience
Prior to his banking career, Jason Huang was a Software Engineer at the China Revenue Agency. From 1998 to 2005, he worked in Guangzhou, Guangdong, China, where he developed software solutions for the agency. His technical background provided him with a solid foundation in analytical thinking and problem-solving, skills that he later transitioned into his roles in finance.
Education and Qualifications
Jason Huang has a Bachelor’s Degree in Business/Finance from Simon Fraser University, which he completed between 2005 and 2010. Additionally, he holds a Bachelor’s Degree in Computer Software Engineering from South China Normal University. His educational background equips him with both technical and financial expertise, allowing him to excel in advising clients on financial strategies.