Jim Kort
Angestellt, Director of Wealth Management, Access Credit Union Ltd.
Winkler, Kanada
Werdegang
Berufserfahrung von Jim Kort
Bis heute 10 Jahre und 1 Monat, seit Juni 2014
Director of Wealth Management
Access Credit Union Ltd.
Under broad executive direction, responsible for growing the wealth management function of Access Credit Union Ltd. and its Credential Financial Strategies office, including strategic direction and compliance oversight. Cultivate and maintain key relationships with strategic partners and collaborate with the regional management team to enhance the wealth management delivery across a 17 branch network.
2 Jahre und 2 Monate, Mai 2012 - Juni 2014
Financial Planner
Access Credit Union Ltd.
10 Monate, Aug. 2011 - Mai 2012
Branch Manager
CIBC
6 Jahre und 3 Monate, Juni 2005 - Aug. 2011
Senior Financial Services Representative
CIBC
Ausbildung von Jim Kort
2 Jahre und 7 Monate, Aug. 2018 - Feb. 2021
Master of Business Administration
Royal Roads University
Sprachen
Deutsch
Muttersprache
Englisch
Fließend