Frankie Lin
North York,Canada
Summary
Experienced sales professional with 10+ years in client communication and relationship management, seeking to excel in real estate. Trilingual in English, Mandarin, and Cantonese, enhancing client engagement and satisfaction. Adept at independent and collaborative work, consistently achieving and exceeding sales targets. Strong business acumen and problem-solving capabilities drive success in dynamic environments.
Overview
12
12
years of professional experience
Work History
Business Owner
WAGSUP Pet Boutique and Spa
Toronto
10.2019 - Current
- Managed operations at two Toronto locations, ensuring high customer satisfaction levels.
- Curated premium product inventory for retail and online sales channels.
- Oversaw daily operations to integrate grooming and retail services seamlessly.
- Maintained strict quality control to uphold grooming standards and enhance customer care.
- Developed strong client relationships through personalized service and expert recommendations.
- Led marketing initiatives to boost brand visibility and drive business growth.
Investment Representative
TD Direct Investing
01.2016 - Current
- Executed complex transactions for mutual funds, fixed income securities, equities, ETFs, options and international trading in a timely manner to deliver legendary client experience
- Consistently exceeded scorecard metrics, including sales, units, and efficiency, recognized as a quarterly merit winner and Make it Legendary reward for outstanding client experiences
- Proven ability to develop successful relationships with clients, colleagues, and senior management
- Mentored new hires. Oversaw training and development.
- Leading weekly sales huddles as well as presentations on educational webinars and proactive asset gathering conversations.
Financial Service Manager
BMO Financial Group
01.2013 - 01.2016
- Build and maintain client bases, keeping client plans up-to-date and recruiting new clients on an ongoing basis
- Generate new businesses from existing and prospect customers by up sell and cross sell products and services that benefit the clients
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Continually maintain working knowledge of all company products, services and promotions and make recommendations according to customer’s needs
Education
Real Esate Saleperson Program - PRE-REGISTRATION
Humber College
Canadian Securities Course (CSC) -
CSI Global Education Inc.
Conduct and Practices Handbook Course (CPH) -
CSI Global Education Inc.
Derivatives Fundamentals and Options Licensing Course (DFOL) -
CSI Global Education Inc.
Skills
- Operational efficiency
- Sales strategics
- Work Planning and Prioritization
- Problem solving
- Team leadership
- Sales strategy
- Brand marketing
- Training and development
References
Available upon request
Timeline
Business Owner
WAGSUP Pet Boutique and Spa
10.2019 - Current
Investment Representative
TD Direct Investing
01.2016 - Current
Financial Service Manager
BMO Financial Group
01.2013 - 01.2016
Real Esate Saleperson Program - PRE-REGISTRATION
Humber College
Canadian Securities Course (CSC) -
CSI Global Education Inc.
Conduct and Practices Handbook Course (CPH) -
CSI Global Education Inc.
Derivatives Fundamentals and Options Licensing Course (DFOL) -
CSI Global Education Inc.