Ziyue Jiao

Senior Investment Agent at National Bank Direct Brokerage

Ziyue Jiao, a Senior Investment Agent at National Bank Direct Brokerage, has experience as an Analyst at Shenwan Hongyuan Securities Co., Ltd. and a Sales Consultant at PING AN. Ziyue excels in client information collection, sales management support, and generating customized reports using advanced Excel tools. With a Bachelor of Commerce degree in Finance and Economics from Rotman Commerce, University of Toronto, Ziyue brings a strong foundation in finance to their current role.

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Timeline

  • Senior Investment Agent

    March 1, 2024 - present

  • Investment Agent

    January, 2022

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