Simon Peng 彭仕齡 加拿大帝國銀行投資/房貸 中英法台客五語服務
About Simon Peng 彭仕齡 加拿大帝國銀行投資/房貸 中英法台客五語服務
Simon Peng is a Senior FSR at CIBC in Montreal, Quebec, Canada, with extensive experience in finance and investment roles across various organizations.
Current Position at CIBC
Simon Peng currently holds the position of Senior Financial Services Representative (FSR) at CIBC, a role he has been in since December 2020. He operates out of the CIBC branch located at 7077 Newman Blvd, Lasalle, Quebec. His role involves assisting clients with financial services, leveraging his proficiency in five languages to communicate effectively with a diverse clientele.
Previous Experience at Avery Weigh-Tronix
Prior to his current role, Simon Peng worked as a Credit and Collections specialist at Avery Weigh-Tronix in St-Laurent, Quebec, from 2019 to 2020. In this role, he was responsible for managing credit accounts and collections processes, contributing to the financial stability and operational efficiency of the company.
Role as Mobile Investment Specialist at CIBC
In 2019, Simon Peng served as a Mobile Investment Specialist/Consultant at CIBC for a brief period. During this time, he utilized his licenses with MFDA, CSF, and AMF to provide clients with expert investment advice and tailor financial solutions to meet their specific needs.
Experience at Manulife Securities
From 2016 to 2019, Simon Peng was employed at Manulife Securities as an Investment Advisor Associate/Business Development Director. He held licenses with IIROC and AMF, enabling him to support clients with comprehensive investment strategies and business development initiatives. His role involved creating and managing investment portfolios, advising clients, and developing business opportunities.
Educational Background at McGill University
Simon Peng has a robust educational background from McGill University. He completed his Bachelor of Commerce with a major in Finance from the Desautels Faculty of Management, and also pursued independent graduate studies in Accounting and Business Law. Additionally, he earned a Certificate of Proficiency in French from the university’s School of Continuing Studies.