Jason Knell Email & Phone Number
Vice President, Corporate and Advanced Programs @ SeeWhy Learning
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Jason Knell Location
- Mississauga, ON, CA
Jason Knell Work
- Vice President, Corporate and Advanced Programs @ (June 2025 - Present)
- Academic Director, Curriculum and Corporate Training Programs @ (August 2019 - June 2025)
- Senior Regulatory Trainer and Content Development Specialist @ (March 2014 - August 2019)
- Senior Financial Advisor @ (November 2012 - March 2014)
- Investment and Financial Advisor @ (January 2011 - November 2012)
- Financial Advisor Development Leader @ (February 2009 - January 2011)
- Trade Order Services and Client Relations and Service Specialist II @ (April 2006 - February 2009)
- Investment Representative and Financial Advisor @ (September 2005 - April 2006)
Jason Knell Education
- Canadian Securities Institute
CIM, FMA, FCSI (Finance, General)
2005-2022 - IFSE Institute
(Life Licence Qualification Program (LLQP) Canada)
2016-2016 - University of Waterloo
(Mathematics)
1988-1992 - Corporate Finance Institute® (CFI) 2020
- FP Canada (formerly Financial Planners Standards Council)
(Certified Financial Planner (CFP))
2008
Jason Knell Skills
- Retirement Planning
- Retirement Income Strategies
- Financial Planning
- Estate Planning
- Investment Advisory
- Investment Strategies
- Mutual Funds
- Stocks
- Bonds
- Segregated Funds
- Business Analysis
- Small Business
- Investment Analysis
- Strategic Financial Planning
- Retirement
- Financial Advisory
- Portfolio Management
- Investments
- Valuation
- Wealth Management
- Financial Services
- Securities
- Training & Development
- Training and Course Development
- Oral Communication
- Finance
- Coaching
- High Potential Development
- Employee Learning & Development
Jason Knell Summary
- Jason Knell, based in Mississauga, ON, CA, is currently a Vice President, Corporate and Advanced Programs at SeeWhy Learning. Jason Knell brings experience from previous roles at SeeWhy Learning, CIBC Imperial Service and Edward Jones. Jason Knell holds a 2005 - 2022 CIM, FMA, FCSI in Finance, General @ Canadian Securities Institute. With a robust skill set that includes Retirement Planning, Retirement Income Strategies, Financial Planning, Estate Planning, Investment Advisory and more. Jason Knell has 2 emails and 1 mobile phone numbers on RocketReach.
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