Jordan Chiu
About Jordan Chiu
Jordan Chiu is an Associate Financial Advisor at CIBC in Toronto, Ontario, Canada. He has held various roles in the financial and engineering sectors since 2010.
Title at CIBC
Jordan Chiu holds the position of Associate Financial Advisor at CIBC, a role he has been in since 2021. He operates out of Toronto, Ontario, Canada. As an Associate Financial Advisor, Chiu's responsibilities typically involve providing clients with personalized financial advice and recommendations to help meet their financial goals. The role also likely includes tasks such as portfolio management and financial planning.
Previous Position at CIBC
Before his current role, Jordan Chiu worked at CIBC as a Financial Services Representative from 2019 to 2021. Over this two-year period, he provided customer service and support, assisting clients with various financial services and products. His responsibilities included managing client accounts, processing transactions, and offering solutions to financial queries within the Toronto, Canada Area.
Experience as Salesforce Analyst at Brightmark Inc.
In 2018, Jordan Chiu worked as a Certified Salesforce Analyst at Brightmark Inc. for six months in Markham, Ontario. During his tenure, he was responsible for managing Salesforce CRM systems, ensuring the integrity of the data, and providing analytics that aided in decision-making processes. His expertise in Salesforce likely included configuring dashboards, generating reports, and training staff on CRM best practices.
Role at World Financial Group (WFG)
Jordan Chiu served as a Financial Advisor at World Financial Group (WFG) from 2015 to 2019, covering a span of four years in the Toronto, Canada Area. In this role, he provided comprehensive financial planning services to clients, helping them achieve their financial objectives through a variety of investment and insurance products. He worked closely with clients to assess their financial situations and develop tailored financial plans.
Early Career at TAKRIC Engineering Ltd.
Earlier in his career, Jordan Chiu worked as a Junior Engineer at TAKRIC Engineering Ltd. from 2010 to 2011 in the Toronto, Canada Area. His role likely involved supporting engineering projects, conducting research, and assisting with the preparation of technical reports. As a Junior Engineer, he would have worked under the supervision of more senior engineers, gaining foundational engineering experience and skills.