Max

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Financial Investment and Retirment Planner at Scotiabank|Calgary, Alberta, Canada

Position:

Financial Investment and Retirment Planner at Scotiabank

Location:

Calgary, Alberta, Canada

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Last updated: 2026-08-07
Updated: 2026-08-07

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Work Experience 8 years

Financial Investment and Retirment Planner at Scotiabank

Feb 2025 - Current

Small Business Advisor at Scotiabank

Oct 2023 - Jun 2025

Financial Advisor Investment and Retirement Planning at Scotiabank

Mar 2021 - Oct 2023

District Leader at Primerica

Aug 2020 - Mar 2021

Senior Financial Advisor at Scotiabank

Jul 2018 - Jul 2020

Account Executive at Pivotal Payments

Mar 2018 - Jul 2018

Max started working in 2018, then the employee has changed 2 companies and 5 jobs. On average, Max works for one company for 1 year 6 months.

Max is proficient in Cantonese, English, and Mandarin. Their professional focus is Banking, Business Development, and Business Planning across 3 core areas.

Max holds Registered Financial and Retirement Advisor, Canadian Securities Course (CSC®), and Chartered Financial Planner certifications.

Education

Bachelor of Management at The University of British Columbia

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Max DEng
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Max Deng
Dongfang Hotel
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Max Deng
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