Maggie Guo
Kitchener,ON
Summary
Enthusiastic individual with superior skills in working in both team-based and independent capacities. Results-focused in marketing professional with strength in organization and problem-solving. Proactive strengths in communication and collaboration. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
CIBC
London, Ontario
04.2024 - Current
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Financial Services Representative
CIBC
Guelph, ON
11.2022 - Current
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
Student Ambassador
Conestoga College
Waterloo, Ontario
09.2020 - 06.2021
- Coached students on strategies for engaging in campus life and checked in frequently to satisfy diverse needs.
- Gave daily tours of campus for prospective students and families, pointing out buildings and detailing student life and activities.
- Entertained visitors and tourists with various props and signs to maximize engagement.
District Marketing Manager
CMEOW
Waterloo, ON
10.2018 - 04.2019
- Worked closely with customers to determine appropriate marketing offerings and strategies for business needs.
- Cultivated business partnerships to build lasting relationships with internal and external parties.
- Developed marketing strategies based on corporate objectives and market trends.
Supervisor
Sugar marmalade
Waterloo, ON
02.2016 - 12.2018
- Conducted training needs assessments and provided ongoing training for staff.
- Provided fast, friendly and knowledgeable service to all guests, including proactively promoting specials and enhancing sales of key menu items.
- Established good customer relations and excellent service to build and retain loyal customers.
Education
Business-Marketing
Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON08.2022
Bachelor of Arts -
Wilfrid Laurier University
Waterloo, ON08.2020
Skills
- Vendor relations
- Leadership
- Customer service
- Problem-Solving
Certification
- Certified Six Sigma Green Belt, Coursera - 2021
- Email Marketing, Hubspot Academy - 2022
- Canadian Securities Course (CSC) - 2022
- Personal Financial Service Advice - 2023
- FP1, CSI - 2023
- Certificate in Financial Service Advice, CSI - 2023
- FP2, CSI - 2025
- Certificate in Advanced Financial Service Advice, CSI - 2025
- Designated Financial Services Advisor - 2025
Timeline
Associate Financial Advisor
CIBC
04.2024 - Current
Financial Services Representative
CIBC
11.2022 - Current
Student Ambassador
Conestoga College
09.2020 - 06.2021
District Marketing Manager
CMEOW
10.2018 - 04.2019
Supervisor
Sugar marmalade
02.2016 - 12.2018
Business-Marketing
Conestoga College Institute of Technology And Advanced Learning
Bachelor of Arts -
Wilfrid Laurier University
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