Nan Zhang
About Nan Zhang
Nan Zhang is an Associate Financial Advisor at CIBC in Edmonton, Alberta, Canada, with a background in financial services and customer service roles at various institutions.
Current Role at CIBC
Nan Zhang is currently positioned as an Associate Financial Advisor at CIBC, a role he has held since 2021. Based in Edmonton, Alberta, Canada, Nan leverages his expertise in financial advising to support clients in achieving their financial goals. His current responsibilities likely include providing personalized financial advice, managing client portfolios, and ensuring customer satisfaction.
Previous Experience at CIBC
Before becoming an Associate Financial Advisor, Nan Zhang served as a Financial Service Representative at CIBC from 2020 to 2021. During his 11-month tenure in Edmonton, Alberta, he honed his skills in customer service and financial consultation, contributing to the foundation of his current advisory role.
Background in Customer Service
Nan Zhang has an extensive background in customer service, having worked as a Sr. Customer Service Representative at BMO Financial Group from 2018 to 2020. His role in Edmonton, Canada, involved addressing client inquiries and resolving issues, which enhanced his communication and problem-solving abilities. Additionally, he worked briefly as a Customer Service Representative at the Bank of China in Handan, Hebei, China in 2014.
Experience in Retail and Supervision
Nan Zhang has also gained valuable experience in the retail sector. He worked as a Sales Associate at Burberry and A|X Armani Exchange between 2016 and 2018. Moreover, he held a supervisory position at A&W Food Services of Canada Inc. from 2014 to 2016 in Edmonton, Alberta. These roles helped him develop essential skills in sales, customer engagement, and team supervision.
Educational Background
Nan Zhang pursued his higher education at the University of Alberta, where he specialized in Mathematics and Finance and attained a Bachelor of Science (BSc) degree from 2012 to 2016. His academic foundation equipped him with analytical and quantitative skills essential for financial advisory roles. He also completed his high school education at Beijing Concord College of Sino-Canada (BCCSC).