Jennifer Tran
About Jennifer Tran
Jennifer Tran is a Division Director at IG Wealth Management, with a diverse background in the financial services sector, including roles at HSBC, CIBC, and BMO Financial Group. She holds a Bachelor of Commerce degree in Finance and Marketing from the University of Northern British Columbia.
Work at IG Wealth Management
Jennifer Tran has been serving as a Division Director at IG Wealth Management since 2021. In this role, she oversees various operational and strategic initiatives within the organization. Her experience in financial services contributes to her effectiveness in managing teams and driving business growth.
Previous Experience at HSBC
Jennifer Tran has held multiple positions at HSBC, contributing to her extensive experience in the banking sector. She began her career there as an Operations Assistant from 2007 to 2009, followed by roles as a Fast Forward Management Trainee, Premier Officer, and Premier Relationship Manager. She served as a Branch Manager from 2013 to 2016, enhancing her leadership skills and operational knowledge.
Career at CIBC and BMO Financial Group
After her tenure at HSBC, Jennifer Tran worked as a Mortgage Advisor at CIBC from 2016 to 2018. She then joined BMO Financial Group as a Branch Manager from 2019 to 2021. These roles further developed her expertise in financial management and customer relations within the banking industry.
Education and Certifications
Jennifer Tran earned her Bachelor of Commerce (B.Comm) degree in Finance and Marketing from the University of Northern British Columbia, studying from 2002 to 2007. She also completed certifications at the Canadian Securities Institute, achieving the Branch Compliance Officer and Mutual Fund Compliance in 2014, as well as Investment Funds in Canada in 2010.