Verified recordFinancial Services

Jonathan Tsiolis

Financial Planner at Ig Wealth Management

Based in Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Canada

Industry

Financial Services

Company size

6.3K

Contact information

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Email

1 credit

j•••••••@ig.ca

Phone

5 credits

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Background

About Jonathan Tsiolis

Welcome to my profile! Here are a few highlights about myself: Graduate student from Concordia University in Montreal with a degree in Finance and Data Intelligence. Passionate about Corporate, Investment Finance & Data Analytics. Results-driven, accomplished Public Speaker with a strong ability to develop relationships with clients, business professionals. Proven leader through 4+ years of experience as a Restaurant Supervisor, while withholding a strong ability to build, maintain, and grow relationships through solid intrapersonal & interpersonal skills. Constantly assured customer satisfaction, retention, returns. Multilingual and seeking to learn more languages. Passed the Level I CFA exam for May 2022 I am currently employed as an Investment Advisor with Investors Group Wealth Management, Financial Planning Firm. I have also obtained my financial security advisor license for QC. Please feel free to reach out to me at jonathan.tsiolis@ig.ca for all your investment needs!

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