Summary
Overview
Work History
Education
Skills
Languages
Certification
IFIC
Interests
Timeline
Generic

Céline Huang

Toronto,ON

Summary

Proactive Financial Advisor with extensive experience in building client relationships and providing strategic investment advice. Skilled in wealth management, retirement planning, and risk assessment. Expertise in financial forecasting, accounting and asset management, driving informed and effective financial decisions.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Financial Advisor

National Bank of Canada
07.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Provided comprehensive retirement planning services & estate planning, ensuring clients maintain their desired lifestyle postretirement.

Banking Advisor

RBC Royal Bank
09.2023 - 07.2024
  • Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Delivered strategic investment advice for individual and corporate clients.
  • Conducted comprehensive financial reviews to identify clients'' needs and recommend appropriate solutions.

Personal Banking Associate

TD Bank
06.2022 - 09.2023
  • Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Enhanced bank profitability by effectively cross-selling various financial products and services.
  • Strengthened customer relationships by organizing financial planning workshops, leading to increased loyalty and account retention.

Asset Management Analyst

CCB Life Insurance Ltd.
09.2018 - 06.2021
  • Improved asset allocation by regularly monitoring and adjusting investments to meet specific financial goals.
  • Participated in ongoing professional development opportunities to stay current on industry trends and best practices, ensuring continuous improvement in service delivery for clients.
  • Contributed to the development of new tools and methodologies for analyzing complex financial data, enhancing overall team efficiency and effectiveness in identifying profitable investments opportunities.
  • Developed financial projections and forecasts to guide investment decisions.
  • Managed a diverse range of assets including equities, fixed income, and alternative investments, ensuring optimal diversification for clients.

Auditor

BDO
06.2014 - 01.2016
  • Coordinated, managed and implemented auditing projects and prepared for evaluation.
  • Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
  • Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
  • Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.

Accontant

Information Services Corporation Saskatchewan
01.2012 - 08.2013
  • Diminished outstanding debts by analyzing accounts for issues.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.

Education

Master of Science - Finance

Indiana University
Bloomington
05-2023

Certificate - Interior Design And Visual Display

Pearson School of Design
Montreal, QC
01-2018

BBA - Accounting

University of Regina
Regina, None
06-2014

Diploma - Business Administration

University of Regina
Regina, None
05-2013

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Retirement planning
  • Financial Advising
  • Debt management
  • Sales and Marketing
  • Risk Assessment
  • Wealth Management
  • Financial Forecasting
  • Retirement needs
  • Accounting and bookkeeping

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
French
Elementary
Korean
Elementary

Certification

  • Chartered Investment Counselor (CIC) - Investment Adviser Association.

IFIC

Mutual Fund Representative & Canadian Investment

Interests

  • Yoga
  • Fashion and Style
  • Swimming
  • Dancing
  • Watching Movies and TV Shows
  • Music
  • Outdoor Recreation
  • World Round Travelling

Timeline

Financial Advisor

National Bank of Canada
07.2024 - Current

Banking Advisor

RBC Royal Bank
09.2023 - 07.2024

Personal Banking Associate

TD Bank
06.2022 - 09.2023

Asset Management Analyst

CCB Life Insurance Ltd.
09.2018 - 06.2021

Auditor

BDO
06.2014 - 01.2016

Accontant

Information Services Corporation Saskatchewan
01.2012 - 08.2013

Master of Science - Finance

Indiana University

Certificate - Interior Design And Visual Display

Pearson School of Design

BBA - Accounting

University of Regina

Diploma - Business Administration

University of Regina

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Céline Huang