Chufan Jiang, Cfa, Cipm, Mba
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Chufan Jiang, Cfa, Cipm, Mba Email & Phone Number

Senior Portfolio Analyst at Richter
Location: Canada, Canada, Canada 4 work roles 4 schools
1 work email found @richter.ca LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@richter.ca
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Current company
Richter
Role
Senior Portfolio Analyst
Location
Canada, Canada, Canada
Company size
593 employees

Who is Chufan Jiang, Cfa, Cipm, Mba? Overview

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Quick answer

Chufan Jiang, Cfa, Cipm, Mba is listed as Senior Portfolio Analyst at Richter, a company with 593 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at richter.ca and a matched LinkedIn profile for Chufan Jiang, Cfa, Cipm, Mba.

Chufan Jiang, Cfa, Cipm, Mba previously worked as Performance Analytics Associate at Claret Asset Management and Investment Representative - TD Wealth, Direct Investing at Td. Chufan Jiang, Cfa, Cipm, Mba holds Master Of Business Administration (Mba), Investment Management, Top 15%, Gpa: 3.95/4.30 from Concordia University.

Company email context

Email format at Richter

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*@richter.ca
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AeroLeads found 1 current-domain work email signal for Chufan Jiang, Cfa, Cipm, Mba. Compare company email patterns before reaching out.

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Profile bio

About Chufan Jiang, Cfa, Cipm, Mba

Chufan Jiang, Cfa, Cipm, Mba is a Senior Portfolio Analyst at Richter. They possess expertise in finance, financial analysis, credit, financial modeling, multilingual communication and 14 more skills. They is proficient in English and French.

Listed skills include Finance, Financial Analysis, Credit, Financial Modeling, and 15 others.

Current workplace

Chufan Jiang, Cfa, Cipm, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Richter
Richter
Senior Portfolio Analyst
montréal, quebec, canada
Website
richter.ca
Employees
593
AeroLeads page
Company profile
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4 roles

Chufan Jiang, Cfa, Cipm, Mba work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Analyst

Current
Richter
Jul 2021 - Present

Investment Representative - Td Wealth, Direct Investing

Td

Montreal, Quebec, Canada

  • Top performer for quarter Merit Program and for LEI (Legendary Experience Index) by providing legendary service to DI clients from all over the country on 3 languages lines at the same time, executing trading.
  • Adapted to all kinds of change quickly, worked diligently under the fast-paced and stressful situation, went beyond customers’ expectations, collaborated proactively with colleagues and willing to share, which also.
  • Completed CSC, CPH exams, and IIROC training and licensing within 3 months in an efficient manner, later successfully passed DFOL1 exam in 1 month, demonstrated strong knowledge and skills in the finance industry
Jul 2018 - Jul 2019

Customer Experience Associate

Td

Montreal

  • Relentlessly provided legendary customer experience and contributed to the ongoing improvement of the overall branch customer experience
  • Completed financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner
  • Understood and met customers' needs by providing them with appropriate products and services advice
  • Contributed to a positive teamwork environment and actively participated activities organised by the bank
  • Complied with banking industry codes of conduct and with securities laws and regulations, ensured due diligence to support the accuracy of all customer transactions
Oct 2017 - Jul 2018
Team & coworkers

Colleagues at Richter

Other employees you can reach at richter.ca. View company contacts for 593 employees →

LM Lolita Moralli Lolita Moralli Colleague at RichterCanada, Canada View → JD Jonathan De Michele, Cpa Jonathan De Michele, Cpa Colleague at RichterGreater Montreal Metropolitan Area, Canada View → MD Melanie Després, Cpa Melanie Després, Cpa Colleague at RichterMontreal, Quebec, Canada, Canada View → MS Megha S. Megha S. Colleague at RichterCanada, Canada View → CB Catherine Boivin, Cia, Cisa, Cica Catherine Boivin, Cia, Cisa, Cica Colleague at RichterGreater Montreal Metropolitan Area, Canada View → JC Jenny Cheong Hin Jenny Cheong Hin Colleague at RichterCanada, Canada View → JI Jamal Ikram, Cpa Jamal Ikram, Cpa Colleague at RichterCanada, Canada View → SC Sabrina Correia Sabrina Correia Colleague at RichterGreater Toronto Area, Canada, Canada View → WS Waldice Sena Waldice Sena Colleague at RichterGreater Belo Horizonte, Brazil View → RM Rita Michael Rita Michael Colleague at RichterCanada, Canada View →
4 education records

Chufan Jiang, Cfa, Cipm, Mba education

Master Of Business Administration (Mba), Investment Management, Top 15%, Gpa: 3.95/4.30

Concordia University

Activities and Societies: Golden Key International Honour Society Member, GCC Concordia, CMS ● Goodman Institute of Investment.

Master, Diplôme Pge (Programme Grande Ecole), Advanced Finance & Managerial Practices

Kedge Business School

Activities and Societies: Programme Bordeaux-Alumni ● Campus Bordeaux ● Graduation dissertation: The Influence of Corporate Social.

Bachelor Of Economic Degree, Finance, 3.61/4.0

Renmin University Of China

Granted the scholarship for academic excellence three times and obtained the title “Outstanding Graduate”

Diplôme Du Programme De Management Financier, Finance And Financial Management Services, Très Bien

Kedge Business School

Campus Marseille

FAQ

Frequently asked questions about Chufan Jiang, Cfa, Cipm, Mba

Quick answers generated from the profile data available on this page.

What company does Chufan Jiang, Cfa, Cipm, Mba work for?

Chufan Jiang, Cfa, Cipm, Mba works for Richter.

What is Chufan Jiang, Cfa, Cipm, Mba's role at Richter?

Chufan Jiang, Cfa, Cipm, Mba is listed as Senior Portfolio Analyst at Richter.

What is Chufan Jiang, Cfa, Cipm, Mba's email address?

AeroLeads has found 1 work email signal at @richter.ca for Chufan Jiang, Cfa, Cipm, Mba at Richter.

Where is Chufan Jiang, Cfa, Cipm, Mba based?

Chufan Jiang, Cfa, Cipm, Mba is based in Canada, Canada, Canada while working with Richter.

What companies has Chufan Jiang, Cfa, Cipm, Mba worked for?

Chufan Jiang, Cfa, Cipm, Mba has worked for Richter, Claret Asset Management, and Td.

Who are Chufan Jiang, Cfa, Cipm, Mba's colleagues at Richter?

Chufan Jiang, Cfa, Cipm, Mba's colleagues at Richter include Lolita Moralli, Jonathan De Michele, Cpa, Melanie Després, Cpa, Megha S., and Catherine Boivin, Cia, Cisa, Cica.

How can I contact Chufan Jiang, Cfa, Cipm, Mba?

You can use AeroLeads to view verified contact signals for Chufan Jiang, Cfa, Cipm, Mba at Richter, including work email, phone, and LinkedIn data when available.

What schools did Chufan Jiang, Cfa, Cipm, Mba attend?

Chufan Jiang, Cfa, Cipm, Mba holds Master Of Business Administration (Mba), Investment Management, Top 15%, Gpa: 3.95/4.30 from Concordia University.

What skills is Chufan Jiang, Cfa, Cipm, Mba known for?

Chufan Jiang, Cfa, Cipm, Mba is listed with skills including Finance, Financial Analysis, Credit, Financial Modeling, Multilingual Communication, Microsoft Excel, Leadership, and Teamwork.

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