Jim Kort Email
Digital Product Manager (CI Financial) @ Snap Projections
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Jim Kort Location
- Kelowna, BC, CA
Jim Kort Work
- Digital Product Manager (CI Financial) @ (September 2021 - Present)
- Director, Wealth Advisory @ (June 2014 - August 2021)
- Financial Planner and Wealth Consultant @ (May 2012 - May 2014)
- Branch Manager @ (August 2011 - May 2012)
- Senior Financial Services Representative @ (July 2005 - August 2011)
Jim Kort Education
- Royal Roads University
MBA (Executive Management)
2018-2021 - University of Manitoba
Organizational Behaviour & Business Communication (Management and Administration)
2016-2017
Jim Kort Skills
- Strategic Financial Planning
- Sales Management
- Credit Analysis
- Investments
- Wealth
- Succession Planning
- Team Leadership
- Wealth Management
- Financial Services
- Mortgage Lending
- Finance
- Retail Banking
- Financial Planning
- Risk Management
- Strategic Planning
- Portfolio Management
Jim Kort Summary
- Jim Kort, based in Kelowna, BC, CA, is currently a Digital Product Manager (CI Financial) at Snap Projections. Jim Kort brings experience from previous roles at Access Credit Union and CIBC. Jim Kort holds a 2018 - 2021 MBA in Executive Management @ Royal Roads University. With a robust skill set that includes Strategic Financial Planning, Sales Management, Credit Analysis, Investments, Wealth and more. Jim Kort has 2 emails on RocketReach.
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