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Jonathan Mar Email & Phone Number

Investment Funds Advisor at Financière SISIP Financial
Location: Victoria, British Columbia, Canada 6 work roles 1 school
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Current company
Role
Investment Funds Advisor
Location
Victoria, British Columbia, Canada

Who is Jonathan Mar? Overview

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Quick answer

Jonathan Mar is listed as Investment Funds Advisor at Financière SISIP Financial, based in Victoria, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Jonathan Mar.

Jonathan Mar previously worked as Associate Investment Funds Advisor at Sisip Financial Services and Financial Services Administrative Assistant at Sisip Financial Services (Division Of Canadian Forces Morale And Welfare Services). Jonathan Mar holds Bachelor Of Science, Economics from University Of Victoria.

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Email format at Financière SISIP Financial

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Financière SISIP Financial

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Profile bio

About Jonathan Mar

Jonathan Mar is a Investment Funds Advisor at Financière SISIP Financial. He is proficient in Cantonese.

Current workplace

Jonathan Mar's current company

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Financière SISIP Financial
Financière Sisip Financial
Investment Funds Advisor
Victoria, BC, CA
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6 roles

Jonathan Mar work experience

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

Associate Investment Funds Advisor

Current

Victoria, British Columbia, Canada

Apr 2021 - Present

Financial Services Administrative Assistant

Sisip Financial Services (Division Of Canadian Forces Morale And Welfare Services)

Victoria, British Columbia, Canada

Jan 2018 - Apr 2021

Administrative Assistant (Co-Op)

Victoria, British Columbia

-Prepared review packages for clients that detailed account performance and portfolio composition, while also correcting any potential discrepancies-Completed minor projects on different mutual funds that included analysis on factors such as rates of return and performance projections-Kept Excel databases of financial securities up to date by researching.

Sep 2016 - Dec 2016

Test Administrator

Victoria, British Columbia

-Maintained a secure testing environment that complied with Pearson VUE’s security standards-Provided superior service to test candidates by answering questions and maintaining a consistent sign-in and sign-out process-Ensured test candidates understood the testing procedures and protocols used to maintain exam integrity

Jun 2016 - Jul 2016

Intermediate Tax Data Processor (Co-Op)

Victoria, British Columbia

-Processed tax returns for clients accurately and efficiently under a time sensitive environment-Contacted store branches across Canada to obtain relevant client information when the provided information was insufficient or when there were inconsistencies in the information-Processed T1 adjustments to realize potential gains clients may have missed during.

Jan 2016 - May 2016
1 education record

Jonathan Mar education

FAQ

Frequently asked questions about Jonathan Mar

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

What company does Jonathan Mar work for?

Jonathan Mar works for Financière SISIP Financial.

What is Jonathan Mar's role at Financière SISIP Financial?

Jonathan Mar is listed as Investment Funds Advisor at Financière SISIP Financial.

Where is Jonathan Mar based?

Jonathan Mar is based in Victoria, British Columbia, Canada while working with Financière SISIP Financial.

What companies has Jonathan Mar worked for?

Jonathan Mar has worked for Financière Sisip Financial, Sisip Financial Services, Sisip Financial Services (Division Of Canadian Forces Morale And Welfare Services), Cibc Wood Gundy, and Pearson Vue.

How can I contact Jonathan Mar?

You can use AeroLeads to view verified contact signals for Jonathan Mar at Financière SISIP Financial, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Mar attend?

Jonathan Mar holds Bachelor Of Science, Economics from University Of Victoria.

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