YoungJun Song
Coquitlam, British Columbia, Canada, V3J0H6
Summary
Education: University of Utah, Business Administration
Overall experience :
- 3 years of collaboration with financial planners as an associate / mutual fund advisor in the banking industry.
- 2 years as a retail operations supervisor in the retail industry.
Personal achievement:
- 2025 CFA level 2 candidate.
- Investment Funds in Canada (IFIC) certificate.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Planning Associate
Royal Bank of Canada
04.2024 - Current
- Transitioned to RBC as part of a strategic acquisition, continuing and expanding upon the role as Mutual Fund Advisor / Associate.
- Maintain and retrieve clients data across multiple systems and databases, carried over HSBC and RBC to support financial planners in developing investment strategies, creating portfolios, and analyzing performance.
- Drafted and submitted reports to address compliance issues for clients managed by financial planners, communicated with headquarters, and resolved matters while handling various banking-related ad-hoc tasks.
- Created and provided clear, consolidated reports in Excel for financial planners upon request, combining quarterly and monthly client data to track investment KYC, term deposits, and mortgage renewals for effective follow-up.
Mutual Fund Advisor / Premier Relationship Officer
HSBC Bank Canada
07.2022 - 04.2024
- Managed cross-border transactions and international accounts, facilitating efficient foreign exchange services across global markets.
- Bridged language barriers by leveraging bilingual skills to build and maintain strong relationships with international clients, ensuring clear and effective communication.
- Performed account reconciliations and resolved complex issues related to investment and client accounts, delivering detailed reports to the head office for accurate transaction reporting.
- Collaborated with international teams to develop and implement strategies for optimizing customers' international banking transactions and account management.
Personal Banker
HSBC Bank Canada
08.2021 - 07.2022
- Conducted cash, cheque deposits for customers and referal to advisors for potential oppotunities.
- Enhanced banking products and services to customers, highlighting the benefits and features of each product or service.
- Advised customers on money transfer issues, including payables and receivables, and explain any relevant holding policies.
Retail Operations Supervisor
1275139 Alberta Ltd (Wasa Lake Gas & Food)
02.2019 - 07.2021
- Managed retail spreadsheets to achieve proficient inventory control and sucessfully reduced waste expenses.
- Analyzed future orders and supply-demand projections, anticipating market trends to optimize and achieve a 15% revenue increase semi-annually.
- Contacted with retail suppliers and utilized precise quantification techniques for accurate placement of orders.
- Maintained cash flow management by securing all receipts, counting cash, and making weekly deposits into the store's bank account.
Business Management Intern
American Chamber of Commerce in Korea (AMCHAM Korea)
03.2017 - 06.2017
- Supported to AMCHAM officers by assisting with documents and presentations aimed at promoting investment opportunities between Korea and the United States.
- Conducted research on corporate social responsibility activities of companies to secure sponsored products for fundraising events.
- Managed cash receipts and financial statements, considering the sponsor's bank account details, donation fees
Education
Bachelor’s Degree - Business Administration
The University of Utah
Salt Lake City, UT08-2016
Skills
Certification
2025 CFA Level 2 candidate CFA Institute
Passed CFA level 1
Investment funds in Canada (IFIC) Canadian Securities Institute
Timeline
Financial Planning Associate
Royal Bank of Canada
04.2024 - Current
Mutual Fund Advisor / Premier Relationship Officer
HSBC Bank Canada
07.2022 - 04.2024
Personal Banker
HSBC Bank Canada
08.2021 - 07.2022
Retail Operations Supervisor
1275139 Alberta Ltd (Wasa Lake Gas & Food)
02.2019 - 07.2021
Business Management Intern
American Chamber of Commerce in Korea (AMCHAM Korea)
03.2017 - 06.2017
Bachelor’s Degree - Business Administration
The University of Utah
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