Jian(Ray) Ma
Edmonton,Canada
Summary
As my resume indicates, I possess more than 6 year of progressive
experience as Financial Advisor. My professional history includes
positions such as market development specialist and personal banker
specialist , Foreign Trade Commissioner and sales representative at Direct Energy. Dedicated Financial Advisor focused on maintaining strong customer relations and closing consistent sales. Well-versed in bank products and services, security protocols and risk control standards. Offers consistent accuracy in processing all types of transactions.
I am also graduated from SAIT in Feb with data analytics, which to understand the data, mining and analytics. Learn different tool to help with data, like Power BI, Microsoft SQL management, IBM SPSS Modeler. Engage to learn new things. Team player.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Servus Credit Union
Edmonton, AB
10.2022 - Current
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Promoted business to increase customer base and grow revenue.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
Foreign Trade Assistant
WFS Cashmere
Jinan, Shandong
02.2020 - 02.2022
- Located new markets and developed specific plans to showcase company
products and services to each - Oversaw material sourcing, production and packaging to promote strong supply chain.
- Arranged and executed product shipping and handled packing, routing and customs declarations.
- Worked closely with team members to deliver project requirements,
develop solutions and meet deadlines.
Personal Banking Specialist
ATB Financial
Edmonton, AB
03.2015 - 03.2020
- Supported current and prospective customers with personalized banking services.
- Increased growth of branch deposit values by actively assisting with marketing, sales development and referral coordination.
- Profiled customers effectively to identify needs and match bank products.
- Evaluated customers' credit and financial information to control risk related to loans and other products offered by bank.
Education
Post-Diploma Certificate - Data Analytics
The Southern Alberta Institute of Technology
Calgary12.2023
Investment Fund in Canada -
Canadian Securities Institue
Edmonton, AB08.2022
Bachelor of Science - Mathematics And Economics
University of Alberta
Edmonton, AB05.2015
School of Business - Finance
Shandong University
Shandong06.2011
Skills
- Excel and Power BI, and Microsoft SQL management for data analystic
- Statistical Analysis
- Data Mining
- Financial product expertise
- Strong Mathematic and
calculation - Reporting Tools
- International finance knowledge
- Strong sense of banking ethics
- Advance photoshop, MS office
- Planning and coordination
- Organizational skills
- Fluent in Mandarin
Languages
English
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Certification
- Certified Everyday hero , ATB Financial 2015-2016
- Certified Everyday hero , ATB Financial 2017-2018
- Certified Graphic Design Experts, China Electronics Enterprises
Association - 2021 - Investment Fund In Canada, August 2022(IFC)
- Data Analytics Post-Diploma Certificate
Timeline
Financial Advisor
Servus Credit Union
10.2022 - Current
Foreign Trade Assistant
WFS Cashmere
02.2020 - 02.2022
Personal Banking Specialist
ATB Financial
03.2015 - 03.2020
Post-Diploma Certificate - Data Analytics
The Southern Alberta Institute of Technology
Investment Fund in Canada -
Canadian Securities Institue
Bachelor of Science - Mathematics And Economics
University of Alberta
School of Business - Finance
Shandong University
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