Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Hobbies and Interests
Languages
CFA Level I Candidate
Timeline
Generic

Céline Huang

Toronto,Canada

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

6
6
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

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

Education

Master of Science - Finance

Indiana University
05.2023

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

Accomplishments

    CFA Level I Candidate

Certification

  • IFIC
  • Chartered Investment Counselor (CIC) - Investment Adviser Association.
  • Mutual Fund Representative & Canadian Investment

Hobbies and Interests

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

Languages

English
Chinese (Mandarin)
French
Korean

CFA Level I Candidate

CFA Level I Candidate

Timeline

Financial Advisor

National Bank of Canada
07.2024 - Current

Banking Advisor

RBC Royal Bank
09.2023 - 07.2024

Asset Management Analyst

CCB Life Insurance Ltd.
09.2018 - 06.2021

BBA - Accounting

University of Regina

Diploma - Business Administration

University of Regina

Master of Science - Finance

Indiana University

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Céline Huang