Zhan Shi
About Zhan Shi
Zhan Shi is a Senior Financial Services Representative at CIBC in Toronto, Ontario, Canada.
Current Role at CIBC
Zhan Shi holds the title of Senior Financial Services Representative at CIBC. Based in Toronto, Ontario, Canada, Zhan has been serving in this role since 2015. In his position, Zhan is responsible for providing clients with a range of financial services, including investment advice, developing financial plans, and managing client portfolios.
Experience as Investment Advisor
Zhan Shi works as an Investment Advisor at CIBC World Markets. He has been performing his duties as an investment advisor since 2015. His role involves advising clients on investment options, analyzing market trends, and helping individuals and organizations achieve their financial goals through informed investment strategies.
Previous Role at CIBC
Before becoming a Senior Financial Services Representative, Zhan Shi worked at CIBC as a Financial Services Representative from 2013 to 2015. During his 2-year tenure, he provided integral support and services to clients, including conducting account transactions, offering financial advice, and helping clients with various banking needs.
Education and Academic Background
Zhan Shi studied at the University of Prince Edward Island, where he achieved a Bachelor of Business Administration. His studies spanned from 2009 to 2014, providing him with a strong foundation in business principles and management practices, which he continues to apply in his professional career in financial services.