Sales Consultant | Wealth Management@ Canada Life
Burnaby, British Columbia, Canada
Richard Chen, CIM
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University of Victoria
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Tell me more about Richard Chen, CIM?
FlashIntel GPTRichard Chen, CIM is an Investment Specialist at Scotiabank with 16.2 years of experience. He has a diverse skill set including relationship management, customer-focused selling, salesforce.com, social media marketing, wealth management, retirement planning, tax planning, estate planning, financial planning, investment management, and investment strategies. Richard has worked at various financial services companies such as Canada Life, Great-West Life, HSBC, RBC Dominion Securities, League, and GE. He is based in Burnaby, British Columbia, Canada.
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Emails and Phone Numbers
About
Investment Specialist at Scotiabank
Work Experience
Sales Consultant | Wealth Management
Insurance
Richard Chen, CIM's Professional Milestones
- Sales Consultant | Wealth Management (2019-04-01~2020-02-01): Guiding clients towards success through personalized wealth management strategies.
- Premium Banker (2015-01-01~2016-03-01): Successfully executed a major financial transaction, contributing to the company's success and profitability.
Education
Economics,
Finance
2002-2007Skill
Relationship Management
Customer Focused Selling
Salesforce.com
Social Media Marketing
Wealth Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning
Investment Management
Investment Strategies
Portfolio Management
Risk Management
Options Strategies
Financial Services
Private Banking
Financial Engineering
Event Driven Investment Strategy
Momentum Trading
Investments
Mutual Funds
Alternative Investments
Equity Derivatives
Securities
Equities
Private Equity
Cash Flow Analysis
Financial Analysis
Technical Analysis
Fundamental Analysis
Brand Development
Talent Management
Talent Scouting
Advertising
Product Placement
Copywriting
Music Production
Video Production
Certification
Colleagues
Henry Beedie
Scrum Product Owner
Ryan Murphy
senior technical specialist at canada life and independent business owner at fusion support services
Nancy McIntosh
product owner group customer product & experience at canada life
Pam Kaukel
product owner digital labs at canada life
Kim Lee
avp product owner group customer product and experience at canada life
Other Named Richard Chen, CIM
Frequently asked questions
We found 2 Richard Chen, CIM's email addresses
We found 1 Richard Chen, CIM's phone numbers
Richard Chen, CIM's social media include: Linkedin,
Richard Chen, CIM works for Canada Life
Richard Chen, CIM's role in Canada Life is Sales Consultant | Wealth Management
Richard Chen, CIM works in the industry of Insurance
Richard Chen, CIM's colleagues are Henry Beedie,Ryan Murphy,Nancy McIntosh
Richard Chen, CIM's latest job experience is Sales Consultant | Wealth Management at Canada Life
Richard Chen, CIM's latest education in University of Victoria
