Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
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Jason Wang

Toronto,ON

Summary

Disciplined finance-and-economics graduate offering strong analytical and abstract reasoning skills. Well-versed in business operations, financial planning and economic analysis. Track record of exceptional customer service and cash-handing experience. CFA Level 1 Candidate.

Overview

6
6
years of professional experience

Work History

Financial Services Representative

CIBC
12.2023 - 01.2025
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Advised clients on favorable investment opportunities to meet established financial goals.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Customer Service Representative (Part-Time)

Super Hakka Restaurant
09.2018 - Current
  • Met customer service goals and exceeded customer expectations.
  • Processed customer orders and accurately handled payment transactions.
  • Resolved customer complaints and maintained clean and tidy checkout area.

Education

Bachelor's of Commerce - Finance And Economics

University of Toronto (Rotman Commerce)
Toronto, ON
06.2023

Skills

  • Project Management
  • Financial Planning
  • Financial Models
  • Cost Analysis
  • Data Research and Analysis
  • MS Office Suite
  • General Ledger Accounting
  • Intermediate Python
  • Macroeconomic Analysis
  • Microeconomic Analysis
  • Customer Service
  • Chinese/French Proficient

Hobbies

  • ARCT-level classical pianist and violinist
  • Electronic music producer (Ableton Live 11)
  • Calisthenics athlete
  • Fintech enthusiast
  • CFC 1500-rated chess player

Timeline

Financial Services Representative

CIBC
12.2023 - 01.2025

Customer Service Representative (Part-Time)

Super Hakka Restaurant
09.2018 - Current

Bachelor's of Commerce - Finance And Economics

University of Toronto (Rotman Commerce)

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Jason Wang