Hermie Zhang
Newmarket,ON
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Meritrust Financial Group Inc.
02.2012 - Current
- Provided integrated Life Insurance planning and advice in day-to-day work
- Worked closely with existing and prospective clients to provide financial reviews, discussed portfolio updates and suggested additional personalized solutions based on their financial goals
- Developed internal relationships, such as with underwriters, distribution specialists and internal support partners who will assist in creating specialized plans to meet clients' needs
Mobile Investment Consultant
CIBC.
09.2019 - 10.2020
- Collaborated with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive financial planning support
- Created a sales plan that will convert leads into new CIBC clients. Used strong relationship building and networking skills to build connections, generated opportunities, and delivered bottom line results
- Heightened CIBC brand awareness in the community by initiating local marketing and outreach activities. Established local contacts, and partnered with community organizations to make an impact. Grew network while creating lasting connections that will generate future opportunities
Marketing Associate
RBC Dominion Securities Inc.
04.2018 - 10.2018
- Identified/ tracked new business opportunities
- Networked with industry professionals to identify business opportunities
- Prepared mailing such as seminars, newsletters, and information packages
- Investigated and resolved inquiries and complaints related to the accountants
- Maintained current knowledge of client accounts by reviewing daily activity on line and applicable reports
Portfolio Accountant
Citigroup Canada.
10.2013 - 08.2016
- Administered hedge fund with over $210Bn assets and successfully managed all stakeholders’ expectations
- Built financial models utilizing VBA programming to accurately reconcile hedge fund valuations on a daily basis
- Created a user-friendly database to streamline the department operational processes and reduce error margins
- Provided information for regulatory reporting and audit queries
- Followed security and safeguarding procedures and applied appropriate due diligence in accordance with bank policy for the prevention of loss due to such things as fraud or defalcation
Education
Master of Finance - Business
Smith School of Business
Toronto, ON06.2023
Bachelor of Arts - Business
Western University
London, On06.2011
Skills
- MS Office suite
- Proven skills in working in complex organization, tremendous energy, determination, and judgment, especially under tight deadlines
- Bilingual ( Chinese and English ), verbal and written
- Highly motivated individual with outstanding analytic, research and communication skills
Timeline
Mobile Investment Consultant
CIBC.
09.2019 - 10.2020
Marketing Associate
RBC Dominion Securities Inc.
04.2018 - 10.2018
Portfolio Accountant
Citigroup Canada.
10.2013 - 08.2016
Financial Advisor
Meritrust Financial Group Inc.
02.2012 - Current
Master of Finance - Business
Smith School of Business
Bachelor of Arts - Business
Western University
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