Experience

• Sun Life Financial

  Financial Advisor

  • Built and maintained client bases by prospecting and meeting with existing and potential clients on an ongoing basis, resulted in a growth of client base
  • Communicated with clients to understand their financial needs and provided tailored financial advice to exceed sales targets
  • Ensured compliance with company and regulatory requirements and guidelines
  

• CIBC

  Financial Advisor

  • Builds relationship and manages a client book of up to 400 high value clients in Canada through phone and secured email
  • Conducts meetings with clients to determine financial needs, and long term and short term goals
  • Proactively makes outbound calls to book regular meetings with clients to monitor the progress of clients’ finances
  • Produces comprehensive financial plans utilizing extensive knowledge of tax and investment strategies, retirement planning and credit planning
  • Assesses clients’ assets, liabilities, cash flow and financial objectives to establish investment strategies
  

• Living Realty Inc., Brokerage

  Secretary

  • Responsible for training new employees to ensure understanding of responsibilities and procedures
  • Managed all front-office administrative duties, including data entry, filing, scheduling meetings, and other ad-hoc duties
  • Handled more than 100 clients per week through telephone inquiries in a fast paced environment
  • Responsible for scheduling appointments for more than 50 real estate agents
  

• TD

  Customer Service Representative

  • 2015 Champion Branch
  • 2015 Children Miracle Network Campaign Lead
  • Leadership responsibilities by training new CSRs in opening, closing and day-to-day procedures
  • Identified opportunities to promote and provide banking advice on TD products tailored to customer’s needs to exceed sales targets
  • Processed all banking transactions accurately and efficiently, while ensuring legendary customer experiences are given to customers
  
  

• TD

  Financial Services Representative

  • 2016 Champion Branch
  • 2016 Overall Top Quartile Ranking In District
  • Achieved over $3 million in sales volume through investments and credit products per quarter
  • Analyzed clients’ current financial situation and advise tailored financial products to meet their goals
  • Proactively made outbound calls to effectively build clients base
  • Demonstrated lobby leadership in the branch with the goal to deliver a legendary customer experience by greeting and engaging them in a range of sales, service and informational conversations
  • Coached and led customer service representatives achieve their goals
  • Constantly adhere to due diligence and procedural practices in order to mitigate risk exposure both at the branch and corporate level
  

• Jardine Hills Realty

  Receptionist

  Ming worked at Jardine Hills Realty as a Receptionist