Candice Jay Email & Phone Number
Wealth Advisor, Associate Advising Representative @ Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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Candice Jay Location
- Canada
Candice Jay Work
- 2020 - now Wealth Advisor, Associate Advising Representative @
- 2021 - 2024 Committee Member @ CC&L Foundation
- 2012 - 2020 Branch Manager @
- 2011 - 2020 Vice President and Profit Sharing Partner @
- 2007 - 2011 Client Relationship Manager, Investment Counselling @
- 2005 - 2007 Customer Service Representative (CSR) @
- 2006 - 2006 Intern: Event Coordinator Administrator @
Candice Jay Education
- Canadian Securities Institute
Fellow of the CSI (FCSI)
2016 - University of Toronto
HBA (Professional Writing, Communications & Marketing)
- University of Toronto - Rotman School of Management
ICD/Rotman NFP GEP Certificate (Not For Profit Governance Essentials Program)
- Havergal College
High School (High School)
- Canadian Securities Institute
Chartered Investment Manager (CIM)
- CFA Institute
Level 1
- Canadian Securities Institute
Branch Manager Course
- null
Candice Jay Summary
- Candice Jay, based in Canada, is currently a Wealth Advisor, Associate Advising Representative at Connor, Clark & Lunn Private Capital Ltd. (CC&L). Candice Jay brings experience from previous roles at CC&L Foundation, Pembroke Private Wealth Management and HSBC Retail Banking and Wealth Management. Candice Jay holds a Fellow of the CSI (FCSI) @ Canadian Securities Institute. Candice Jay has 3 emails and 1 mobile phone numbers on RocketReach.
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