Jason (Zehai) Shen
About Jason (Zehai) Shen
Jason (Zehai) Shen is the Sales Manager of Mortgage Advisor at CIBC in Toronto, Ontario, Canada, with a background in finance and extensive experience in investment and financial planning.
Current Professional Role
Jason (Zehai) Shen is currently working at CIBC as the Sales Manager of Mortgage Advisor. He has held this role since 2019 in Toronto, Ontario, Canada. In this position, Jason is responsible for overseeing mortgage advisory operations, implementing strategic changes, and improving team performance. He successfully managed his team remotely and virtually during the COVID-19 pandemic.
Previous Roles at CIBC
Before his current role, Jason held various positions at CIBC. From 2017 to 2019, he served as the Area Sales Manager of the Mobile Investment Consultant in East York, Ontario, Canada. In 2017, he also worked as an Investment Consultant at CIBC for eight months. These roles provided him with extensive experience in investment consulting and sales management.
Career at RBC
Jason worked at RBC as an Investment Retirement Planner and Financial Planner from 2012 to 2017. During these five years, he gained valuable experience in financial planning and retirement investment strategies, contributing to his robust understanding of the financial sector.
Experience with Freedom 55 Financial
From 2009 to 2012, Jason worked at Freedom 55 Financial as an Investment Advisor. In this role, he offered financial advice and investment strategies to clients, building his foundational skills in finance and client relationship management.
Education Background
Jason studied at The University of Western Ontario, where he specialized in Finance and received his Bachelor's degree. His academic period lasted from 2006 to 2009, equipping him with the necessary theoretical and practical knowledge in finance.
Team and Operational Management
Jason has demonstrated strong leadership in managing teams and implementing operational improvements. He has coached team members to enhance partnerships both externally and internally, showcasing his abilities in leadership and team management.