Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

JIAQI LIANG

Burnaby,British Columbia

Summary

Focused Financial Advisor with background in providing personalized investment strategies, risk management advice, and comprehensive financial planning services. Strengths include strong analytical skills, exceptional client relationship management and ability to simplify complex financial concepts. Proven success in optimizing client portfolios for long-term growth, and developing strategic financial plans that align with individual client goals.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Advisor

Sunlife Financial Inc
Burnaby, BC
09.2021 - Current
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Prepared and presented detailed financial reports and performance analytics to clients during review meetings.
  • Researched and recommended investment opportunities and products that align with clients' financial objectives.
  • Identified new business opportunities through networking events or referrals from existing clients.
  • Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
  • Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
  • Reviewed existing client accounts to identify any gaps or areas needing improvement.

Assistant Registrar

Dorset College
Vancouver, BC
09.2019 - 08.2020
  • Maintained files related to matriculation, graduation requirements and course offerings.
  • Coordinated support to facilitate general office operations.
  • Provided HR administrative assistance to management team.
  • Assisted in the development and implementation of a new registration system.
  • Resolved conflicts between students, faculty members or administrators over registration-related matters.
  • Processed student records such as transcripts, enrollment verifications, degree audits and diplomas.

Education

Bachelor of Arts - Cognitive Psychology

UBC
Vancouver, BC
08-2019

High School Diploma -

Burnaby Central Secondary School
Burnaby, BC
08-2014

Skills

  • Education funds
  • Developing financial plans
  • Increasing savings
  • Insurance decisions
  • Verbal and written communication
  • Stress management
  • Ethical standards
  • Retirement needs
  • Managing wealth
  • Advising on investments
  • Investment planning
  • Mutual Fund Knowledge

Languages

English
Professional
Chinese (Mandarin)
Professional

Certification

  • Canadian Securities Course Certificate and Active License
  • Life License Qualification Program Certification
  • Life Insurance and A&S Insurance License

Timeline

Financial Advisor

Sunlife Financial Inc
09.2021 - Current

Assistant Registrar

Dorset College
09.2019 - 08.2020

Bachelor of Arts - Cognitive Psychology

UBC

High School Diploma -

Burnaby Central Secondary School

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JIAQI LIANG