Jason (Zehai) Shen is an Area Sales Manager at CIBC, where they lead a team of mortgage advisors and mobile investment consultants. With over 5 years of experience in the financial services industry, they have a strong track record in hiring, coaching, and managing high-performing teams, excelling in risk management and business development. Previously, Jason worked at RBC as an Investment Retirement Planner and at Freedom 55 Financial as an Investment/Insurance Advisor. They hold a Bachelor's degree specializing in Finance from The University of Western Ontario and are a certified Professional Financial Planner (PFP) from the Canadian Securities Institute.
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