Jocelyn Xie

Jocelyn Xie Email and Phone Number

Investment Regional Inside Wholesaler, Wealth Management at Canada Life @ Canada Life
toronto, ontario, canada
Jocelyn Xie's Location
North York, Ontario, Canada, Canada
Jocelyn Xie's Contact Details

Jocelyn Xie work email

Jocelyn Xie personal email

n/a
About Jocelyn Xie

Jocelyn Xie is a Investment Regional Inside Wholesaler, Wealth Management at Canada Life at Canada Life. She possess expertise in social media, teamwork, public relations, communication, chinese and 19 more skills. She is proficient in English.

Jocelyn Xie's Current Company Details
Canada Life

Canada Life

View
Investment Regional Inside Wholesaler, Wealth Management at Canada Life
toronto, ontario, canada
Website:
canadalife.com
Employees:
9057
Jocelyn Xie Work Experience Details
  • Canada Life
    Regional Sales Representative (Inside Wholesaler), Wealth Management At Canada Life
    Canada Life Sep 2022 - Present
    Toronto, Ontario, Canada
    I work with financial security advisors of different channels (ASC, MGAs ) to assist with their investment recommendations and grow their business practice
    View
  • Canada Life
    Financial Security Advisor
    Canada Life Mar 2019 - Jul 2022
    Toronto, Ontario, Canada
    Provide holistic financial planning to my clients with a focus on investment, insurance, tax.• Offer comprehensive and objective financial advice to individuals, families, business owners.• Help my clients achieve both their short and long-term goals • Produce budgets to improve and manage cash flow• Help clients achieve both their short and long-term goals using the financial planning process• Provide tailormade solutions, recommendations, and strategies.
    View
  • Bank Of Ningbo Co., Ltd
    International Business Intern
    Bank Of Ningbo Co., Ltd Jun 2014 - Aug 2014
    View

Jocelyn Xie Skills

Social Media Teamwork Public Relations Communication Chinese Team Leadership English Powerpoint Event Management Event Planning Microsoft Word Python Microsoft Powerpoint Photography Culture Change Public Speaking Culinary Skills Culinary Art Strategic Planning Time Management Analysis Team Building Perspective Taking Training

Jocelyn Xie Education Details

Frequently Asked Questions about Jocelyn Xie

What company does Jocelyn Xie work for?

Jocelyn Xie works for Canada Life

What is Jocelyn Xie's role at the current company?

Jocelyn Xie's current role is Investment Regional Inside Wholesaler, Wealth Management at Canada Life.

What is Jocelyn Xie's email address?

Jocelyn Xie's email address is jo****@****ife.com

What schools did Jocelyn Xie attend?

Jocelyn Xie attended University Of Toronto, Oak Bay High School.

What skills is Jocelyn Xie known for?

Jocelyn Xie has skills like Social Media, Teamwork, Public Relations, Communication, Chinese, Team Leadership, English, Powerpoint, Event Management, Event Planning, Microsoft Word, Python.

Who are Jocelyn Xie's colleagues?

Jocelyn Xie's colleagues are Chandrima Bose, Julian Timperley, Darshil Shah, Namashi Sivaram, Kevin Icart, Darine Adada, Marie-Anna Langlois.

Not the Jocelyn Xie you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.