Joanna Chen is a seasoned financial professional with extensive experience in mortgage and client relationship management. Currently serving as a Mobile Mortgage Advisor at CIBC since October 2021, Joanna's previous roles include Mortgage Specialist at TD and various positions at HSBC Retail Banking and Wealth Management, where responsibilities encompassed Premier Relationship Manager, Premium Banker, and Operation, Risk and Administration Specialist. Joanna has a proven track record in providing tailored financial advice, optimizing client investment portfolios, and ensuring compliance within operations. Additionally, Joanna has experience as a Project Manager for a self-employed interior finish business and as a Marketing Consultant for YuanHeng Real Estate, focusing on market analysis and investment opportunities. Joanna holds a Master of Arts in Business Economics from Wilfrid Laurier University and a Bachelor of Business Administration from Shanghai University.
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