Name: Ping Yu Ni
Company: National Bank Investments
Job title: Asociado Regional de Ventas en National Bank Investments
Country of Residence: Canada
Precise location: Région de Montréal, Canada
Website of the company :
nbcadvisor.com /
Size of the company : sign up to find out
More Informations About This Profile (Education, Experience, Skills, etc...)
Education & Professional Experience
has studied at McGill University School of Continuing Studies in Financial Planning and Services between 2019 and 2020, then at Concordia University in Finance, Member of Co-operative Institute between 2010 and 2014, then at CFA institute in CFA Program, then at Concordia University in Kinesiology and Exercise Science between 2005 and 2009.
worked for Scotiabank as Investment & Personal Banking Specialist - Financial advisor between Nov 2017 and Feb 2020, for National Bank Investments as Regional Sales Associate between 2015 and 2017, for RBC Direct Investing Inc. as Investment Services Representative between 2014 and 2015, for Corporate Fleet Services as Market Development Coordinator between 2013 and 2014, for Deloitte Canada as Intern - Tax Analyst between 2012 and 2012, for The CSL Group Inc. as Intern - Market Research Analyst between 2012 and 2012, for Énergie Cardio as Head Trainer between 2009 and 2011.
Skills & Competences
has the following skills : Time Management, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Leadership, Outlook, Event Planning, Teamwork, Financial Analysis, Analysis, French, Microsoft Excel, Coaching, Personal Training, Analytical Skills, Social Media, Public Speaking, Customer Service.
speaks the following languages : Spanish, German, English, French, Chinese.
has earned the following certifications : Options Licensing Course, delivered by Canadian Securities Institute (CSI); Canadian Securities Course, delivered by Canadian Securities Institute (CSI); Conduct and Practice Handbook Course, delivered by Canadian Securities Institute (CSI); Derivatives Fundamentals Course, delivered by Canadian Securities Institute (CSI); Investment Management Techniques, delivered by Canadian Securities Institute (CSI).
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