Charles Jiang
About Charles Jiang
Charles Jiang serves as the Regional Vice President at Primerica and has extensive experience in the financial services industry, having transitioned from an engineering background. He has held various positions at PFSL Investments Canada Ltd and has been involved in building a business focused on collaboration and training since 2001.
Work at Primerica
Charles Jiang has been serving as Regional Vice President at Primerica since 2012. In this role, he oversees operations and strategic initiatives within the organization. Prior to this position, he worked as a Regional Leader at Primerica from 2001 to 2012, where he contributed to the growth and development of the company in the Toronto area. His extensive experience in the financial services industry has allowed him to build a strong team and foster collaboration among representatives.
Current Role at PFSL Investments Canada Ltd
Since 2010, Charles Jiang has held the position of Branch Manager at PFSL Investments Canada Ltd in Richmond Hill, Ontario. In addition to this role, he has also been a Mutual Fund Representative with the company since 2001, accumulating over two decades of experience in the financial sector. His responsibilities include managing branch operations and providing guidance to clients regarding investment options.
Education and Expertise
Charles Jiang earned a Master of Science in Mechanical Engineering from San Jose State University, where he studied from 1991 to 1993. He also holds a Bachelor of Engineering in Heating, Ventilation, Air Conditioning, and Refrigeration Engineering Technology from Huazhong University of Science and Technology, completed from 1985 to 1989. His educational background in engineering has equipped him with valuable skills in project management and technical training, which he has effectively applied in his transition to the financial services industry.
Background in Financial Services
Charles Jiang has been building a business in the financial services industry since 2001. He emphasizes the importance of choosing collaborators within a reputable organization, which has been a cornerstone of his business strategy. His experience includes operating an independent brokerage where he recruits, trains, and supervises a team of representatives, further demonstrating his commitment to developing talent in the industry.
Previous Experience at Actuate
Before his career in financial services, Charles Jiang worked at Actuate as Customer Technical Support from 1998 to 2001 in San Mateo, California. During his three years in this role, he developed skills in customer service and technical support, which have been beneficial in his subsequent positions within the financial sector.