Wendy Sun is an experienced financial professional currently serving as an Investment Specialist at CIBC since August 2025. Prior to this role, Wendy worked as a Financial Advisor at Scotiabank from January 2022 to August 2025, providing financial services to clients in a retail setting. Experience at TD includes roles as a Data Entry Administrator from September 2009 to November 2013 and as a Customer Service Officer, focusing on customer transactions and service quality. Wendy also held the position of Investment Representative at TD Direct Investing from May 2018 to June 2019 and served as a Financial Security Advisor at Sun Life from March 2021 to January 2022, assisting clients with life insurance and investment products. Wendy's education includes a Life & Health Insurance License from Advocis and certificates from the Canadian Securities Institute in Investments and Securities.
This person is not in the org chart
This person is not in any teams
This person is not in any offices