Jimmy Wan
About Jimmy Wan
Jimmy Wan is the Manager of Financial Advice at CIBC in Toronto, Ontario, Canada, with extensive experience in financial services.
Current Role at CIBC
Jimmy Wan currently holds the position of Manager Financial Advice at CIBC. He has been serving in this role since 2017 and is based in Toronto, Ontario, Canada. His responsibilities include overseeing financial advisory services, providing strategic financial guidance to clients, and ensuring the delivery of high-quality financial advice to meet client needs.
Previous Roles at CIBC
Before becoming Manager Financial Advice, Jimmy Wan worked in various capacities at CIBC. From 2013 to 2017, he served as a Senior Financial Advisor, providing tailored financial advice and planning services to a diverse client base. Prior to this, he was a Senior Small Business Financial Service Representative for nine months from 2012 to 2013 and a Financial Service Representative II for eight months in 2012. These roles contributed to his deep understanding of financial services and client management.
Experience at Vanguard Canada
Jimmy Wan briefly worked at Vanguard Canada as a Business Development Coordinator in 2013 for six months. In this role, he was responsible for supporting business development initiatives, fostering client relationships, and contributing to the company's growth strategies in the financial sector.
Early Career at HSBC and Glorybee
Jimmy Wan started his career at HSBC, where he worked as a Premium Banker from 2009 to 2011 in London, Greater London, United Kingdom. His role involved managing high-net-worth client portfolios and providing premium banking services. Earlier, he worked as a Sales Assistant at Glorybee for four months in 2007 in Eugene, Oregon, United States, focusing on sales and customer service.
Educational Background
Jimmy Wan studied at the University of Toronto Scarborough, where he earned a Bachelor of Business Administration with a focus on Financial Management and Finance. He attended from 2007 to 2011, gaining a solid foundation in business and financial principles that have supported his career in financial services.