Jae Kim

Jae Kim, MBA, has a strong background in the financial industry with experience in wealth management, branch management, compliance management, and portfolio management. Jae currently holds the position of Director of Wealth Operations at Servus Credit Union, a role they have held since September 2021. Prior to this, Jae worked as the Regional Manager of Wealth Management at Servus Credit Union for six years. Jae also has experience working at Moody's Analytics as a Subject Matter Expert and Exam Review Committee Member. Before their time at Servus Credit Union, Jae worked at HSBC Retail Banking and Wealth Management as a Branch Manager and Compliance Manager. Jae began their career in portfolio management at TD Wealth Management and Scotia Private Client Group, where they served as a Portfolio Manager and Portfolio Associate/Financial Advisor respectively.

Jae Kim, MBA has a diverse educational background. In 2000-2002, they attended NAIT (Northern Alberta Institute of Technology) and studied Business Finance. In 2015-2016, they pursued a PBDM (Post-Baccalaureate Diploma in Management) from Athabasca University, focusing on Business Administration and Management. Jae later enrolled at Athabasca University again in 2017 to complete a Master of Business Administration (MBA) program. From 2019 to 2021, Jae Kim attended the Schulich School of Business - York University, where they obtained a Masters Program in Risk Management & Business Performance, specializing in Enterprise Risk Management. Additionally, they obtained various certifications in finance and investment throughout their career, including the MTI Estate & Trust Professional Designation, LLQP (Full Life License Qualification Program), and the Claritas Investment Certificate through the CFA Institute, among others. In 2021, they also received a Change Management Certification from Prosci.