Candice Jay's Location
Canada
Candice Jay's Work
- Customer Service Representative (CSR) @ HSBC
- Intern: Event Coordinator Administration and Assistant @ Balmoral Marketing
- Vice President @ Pembroke
- Branch Manager @ Pembroke
- Member - College of Electors @ University of Toronto
- 3rd Vice President, Executive Board and Director @ TCBA
- Golf Tournament @ WCM
- Client Relationship Manager and Administrator @ HSBC Global Asset Management
Candice Jay's Education
- University of Toronto - Rotman School of Management
ICD/Rotman NFP GEP Certificate, Not For Profit Governance Essentials Program
2014 - 2014 - University of Toronto
HBA, Professional Writing, Communications & Marketing
2002 - 2006 - Havergal College
High School
2002
- CSI - Chartered Investment Manager (CIM)
- CSI
Branch Manager Course
- Charter of Financial Analysts (CFA)
Completed Level 1
- Fellow of CSI (FCSI)2016
Candice Jay's Skills
- Portfolio Management
- Investments
- Wealth Management
- Investment Management
- Equity Research
- Mutual Funds
- Financial Analysis
- Capital Markets
- Valuation
- Asset Management
Candice Jay's Summary
Candice Jay, based in Canada, is currently a Vice President at Pembroke Private Wealth Management, bringing experience from previous roles at HSBC Bank Canada, Balmoral Marketing, Pembroke Private Wealth Management and University of Toronto. Candice Jay holds a 2014 - 2014 ICD/Rotman NFP GEP Certificate, Not For Profit Governance Essentials Program @ University of Toronto - Rotman School of Management. With a robust skill set that includes Portfolio Management, Investments, Wealth Management, Investment Management, Equity Research and more, Candice Jay contributes valuable insights to the industry. Candice Jay has 2 emails on RocketReach.
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