Bob Qitai Wu
Surrey,BC
Summary
Dynamic Financial Advisor with a proven track record at Canada Life, achieving elite advisor status within three years. Expert in financial planning and risk assessment, I excel in building strong client relationships and delivering tailored investment strategies. Committed to maximizing returns while minimizing risks, I leverage my skills to drive client success. Knowledgeable training leader with proven skills in program and team management. Successful at evaluating training needs and program operations to make effective decisions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
Self-employed
Vancouver, British Columbia
01.2022 - Current
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Assisted clients in understanding financial products and services.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
- Implemented asset allocation models designed to maximize returns while minimizing risks.
Financial Advisor
Canada Life
Moncton, New Brunswick
09.2017 - 01.2022
- Achieved elite advisor status in Atlantic in three years and incorporated own brand in the year 2020.
- Built strong client ties and relationships with local COIs.
- Completed the first two courses of the CFP.
Customer Support Specialist
Atelka Enterprise Inc.
Charlottetown, PEI
05.2014 - 09.2017
- Resolved product issues by guiding customers through troubleshooting steps.
- Collaborated with internal teams to address customer feedback and improve services.
- Trained new team members on customer support procedures and best practices.
Education
BBA - Accounting And Finance
University of Prince Edward Island
Charlottetown05-2014
Skills
- Financial planning
- Tax preparation
- Accounting software, QB, and Sage 50
- Bookkeeping
- Training delivery
- Relationship management
Certification
- CRA registered tax preparer
- CFP in progress
- Payroll administration
- IA Financial conference 2023
Timeline
Financial Advisor
Self-employed
01.2022 - Current
Financial Advisor
Canada Life
09.2017 - 01.2022
Customer Support Specialist
Atelka Enterprise Inc.
05.2014 - 09.2017
BBA - Accounting And Finance
University of Prince Edward Island
Similar Profiles
Michael LockwoodMichael Lockwood
ARCHITECTURAL DESIGNER/CONSULTANT at SELF-EMPLOYEDARCHITECTURAL DESIGNER/CONSULTANT at SELF-EMPLOYED
MacKenzie ParkMacKenzie Park
Commissioned Baking at Self-EmployedCommissioned Baking at Self-Employed
Madeline StockmanMadeline Stockman
Spiritual Director at Self-employedSpiritual Director at Self-employed
Peter VerkePeter Verke
Handyman at Self-employedHandyman at Self-employed
Stefanie ParleyStefanie Parley
Medical Assistant at PHSAMedical Assistant at PHSA