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Jesse L. Email & Phone Number
Professional Wealth Advisor
at
CH Financial Ltd.
LinkedIn matched
✓ Verified Jul 2026
2 data sources
Profile completeness 86%
Current company
Role
Professional Wealth Advisor
Location
Greater Calgary Metropolitan Area, Canada
Who is Jesse L.? Overview
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Quick answer
Jesse L. is listed as Professional Wealth Advisor at CH Financial Ltd., based in Greater Calgary Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Jesse L..
Jesse L. previously worked as Professional Wealth Advisor at Wolfond Financial and Wealth Planner at Ch Financial Ltd..
Company email context
Email format at CH Financial Ltd.
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CH Financial Ltd.
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Profile bio
About Jesse L.
Jesse L. is a Professional Wealth Advisor at CH Financial Ltd.. He possess expertise in portfolio management, management, banking, trading, credit and 7 more skills.
Listed skills include Portfolio Management, Management, Banking, Trading, and 8 others.
Current workplace
Jesse L.'s current company
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9 roles · 9 years
Jesse L. work experience
A career timeline built from the work history available for this profile.
Professional Wealth Advisor
Wealth Planner
Ch Financial Ltd.
May 2023 - Dec 2023
Investment Associate
Ch Financial Ltd.
Apr 2022 - May 2023
Wealth Planner
At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.
May 2023 - Dec 2023
Investment Associate
Feb 2020 - Oct 2021
Investment Associate
Scotia Wealth Management
2018 - Dec 2019
Regional Field Representative
• Provide continuous support and training to over 200 staff across Western Canada.• Works with teams to implement Salesforce CRM to organize and maintain client relationships and to target prospective clients• Challenge workflow processes in order to realize efficiencies in trading and management of advisor business for both transactional, fee based and discretionary advisors using Charles River
Nov 2013 - Aug 2018
Staff Development Officer
Oct 2005 - Nov 2013
FAQ
Frequently asked questions about Jesse L.
Quick answers generated from the profile data available on this page.
What company does Jesse L. work for?
Jesse L. works for CH Financial Ltd..
What is Jesse L.'s role at CH Financial Ltd.?
Jesse L. is listed as Professional Wealth Advisor at CH Financial Ltd..
Where is Jesse L. based?
Jesse L. is based in Greater Calgary Metropolitan Area, Canada while working with CH Financial Ltd..
What companies has Jesse L. worked for?
Jesse L. has worked for Ch Financial Ltd., Wolfond Financial, Optimize Wealth Management, Richardson Gmp, and Scotia Wealth Management.
How can I contact Jesse L.?
You can use AeroLeads to view verified contact signals for Jesse L. at CH Financial Ltd., including work email, phone, and LinkedIn data when available.
What skills is Jesse L. known for?
Jesse L. is listed with skills including Portfolio Management, Management, Banking, Trading, Credit, Training, Salesforce.Com, and Training Delivery.
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