Chris Yeung
East Gwillimbury,ON
Summary
Dynamic and results-oriented sales leader with extensive experience in financial advising, portfolio management, and strategic business development. Proven track record of exceeding revenue targets, leading teams, and optimizing sales processes to deliver innovative solutions. Adept at fostering client relationships, mentoring teams, and driving exceptional business performance.
Overview
11
11
years of professional experience
Work History
Imperial Service Financial Advisor
CIBC
08.2019 - Current
- Directed portfolio management for high-value households, achieving an exceptional client retention rate and identifying untapped growth opportunities
- Partnered with wealth specialists and personal associates to deliver tailored financial solutions, resulting in an increase in client satisfaction and revenue.
- Streamlined sales support processes, contributing to increased team efficiency and effectiveness
- Rewarded MVP Club for exceeding sales revenue targets by over 50% through implementing tailored advice strategies
Financial Advisor
Scotiabank
07.2018 - 08.2019
- Developed comprehensive financial plans with a holistic approach, assisting clients in meeting short and long term objectives
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
Financial Advisor
TD Canada Trust
05.2017 - 06.2018
- Mentored and supported team members to achieve branch targets, fostering a culture of collaboration and growth
- Exceeded sales targets by 130%, showcasing excellence in performance and client engagement
- Assisted in managerial responsibilities, ensuring operational efficiency and adherence to branch scorecards
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Services Representative
TD Canada Trust
04.2016 - 04.2017
- Consistently surpassed sales revenue targets and provided warm, client-focused service
- Built and maintained lasting client relationships, actively identifying and addressing client needs
Customer Service Representative
TD Canada Trust
07.2014 - 03.2016
- Front line leadership by approaching new clients and identifying emerging opportunities
- Collaborated with sales representatives to create financial plans
- Successfully exceeded the sales revenue target every quarter which resulted in being top quartile in the region
Education
Bachelor of Arts, Specialized Honours - Financial Business Economics
York University
North York04.2015
Skills
- Strategic Sales Planning and Execution
- Client Relationship Management (CRM)
- Team Leadership & Coaching
- Financial Portfolio Management
- Data Analysis and Decision Making
- Market Trend Analysis
- Revenue Growth Strategies
Languages
English
Native or Bilingual
Chinese (Cantonese)
Full Professional
Certifications
Canadian Securities Course (CSC) | Investment Funds Of Canada (IFC) | Emergency First Aid – CPR A AED, (valid through Nov 2026)
Interests
Interests
Sports Traveling Spending Quality Time With Family
Timeline
Imperial Service Financial Advisor
CIBC
08.2019 - Current
Financial Advisor
Scotiabank
07.2018 - 08.2019
Financial Advisor
TD Canada Trust
05.2017 - 06.2018
Financial Services Representative
TD Canada Trust
04.2016 - 04.2017
Customer Service Representative
TD Canada Trust
07.2014 - 03.2016
Bachelor of Arts, Specialized Honours - Financial Business Economics
York University
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