Karli Jay Email
Wealth Advisor @ Ruah Azancot Wealth Management
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Karli Jay Location
- Vancouver, BC, CA
Karli Jay Work
- Wealth Advisor @ (July 2024 - Present)
- Investment Advisor @ Vancity / Aviso Wealth (April 2024 - July 2024)
- Wealth Advisor @ Vancity/Credential Securities (August 2018 - July 2024)
- Volunteer @ BC Children's Hospital Foundation Jeans Day Committee (January 2010 - October 2022)
- Wealth Planner @ (January 2010 - July 2018)
- Financial Services Officer @ (January 2008 - January 2010)
- Wealth Planner @ Credential Asset Management (January 2010 - July 2018)
Karli Jay Education
- Financial Planning Standards Council
Certified Financial Planner
2011-2015 - Canadian Secutities Institute
Canadian Securities Course
2010 - Simon Fraser University
BBA (Human Resources and International Business)
2002-2007
Karli Jay Skills
- Residential Mortgages
- Wealth Management
- Investments
- Accounting
- Mutual Funds
- Retirement Planning
- Strategic Planning
- Strategic Financial Planning
- RESP
- Financial Services
- Management
- Customer Service
- Banking
- RRSP
- Lines Of Credit
- Securities
- Credit
- Certified Financial Planner
- Leadership
- Estate Planning
- Finance
- Financial Advisory
- Investment Strategies
- Risk Management
Karli Jay Summary
- Karli Jay, based in Vancouver, BC, CA, is currently a Wealth Advisor at iA Private Wealth. Karli Jay brings experience from previous roles at Vancity / Aviso Wealth, Vancity/Credential Securities, BC Children's Hospital Foundation Jeans Day Committee and Vancity. Karli Jay holds a 2011 - 2015 Certified Financial Planner @ Financial Planning Standards Council. With a robust skill set that includes Residential Mortgages, Wealth Management, Investments, Accounting, Mutual Funds and more. Karli Jay has 1 emails on RocketReach.
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Karli Jay
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