Jing Wang
Richmond Hill
Summary
Experienced investment professional with a proven track record in financial analysis, portfolio management, and client relationship building. Strong focus on team collaboration and achieving results, seamlessly adapting to changing needs. Expertise in risk assessment, market research, and strategic planning ensures reliable and impactful financial guidance. Reliable, driven, and fully prepared to excel in this role.
Experienced with providing strategic investment guidance to clients. Utilizes deep understanding of financial markets to develop customized investment plans. Track record of strong client relationships and effective risk management.
High-performing investment professional specializing in U.S ETF Investment.
Conscientious investment advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Investment Advisor
Jinzepuji Corp
01.2024 - Current
- Managed book of over 5 million investment asset focused on U.S stock market
- Analyzed over 100 ETF products from U.S and Canada in order to design unique investment portfolios with above index returns
- Conducted thorough due diligence on potential investments, minimizing exposure to unsuitable opportunities for clients.
- Gathered data and built financial models around key metrics.
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
Associate Consultant
IG WEALTH MANAGEMENT
03.2020 - 12.2023
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions
- Managed book of over 2.5m investment asset focused on U.S stock market
- Gathered data and built over 100 financial plans for clients in our team
- Analyzed over 100 ETF products from U.S and Canada in order to design unique investment portfolios with above index returns
- Delivered high-quality presentations showcasing key findings and recommendations to clients.
Intern Assistant
IG WEALTH MANAGEMENT
04.2019 - 02.2020
- Helped with administrative support by managing incoming calls, coordinating files and sorting mail
- Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes
- Reported financial data and updated financial records in ledgers and journals
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation
Hospitality and Restaurant Experience
01.2014 - 12.2019
Education
Hospitality Management - Hotel and Restaurant (Co-op)
Niagara College
04.2017
Skills
- Problem-solving skills
- Quality assurance
- Securities analysis
- Investment performance analysis
- Planning and execution
- Analytical thinking
Certification
- Canadian Securities Course
- Investment Management Techniques Course
- Portfolio Management Techniques
- Chartered Investment Manager CIM
Hobbies and Interests
Culinary: Obtained Culinary Art Certification in George Brown College (2019)
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Timeline
Investment Advisor
Jinzepuji Corp
01.2024 - Current
Associate Consultant
IG WEALTH MANAGEMENT
03.2020 - 12.2023
Intern Assistant
IG WEALTH MANAGEMENT
04.2019 - 02.2020
Hospitality and Restaurant Experience
01.2014 - 12.2019
Hospitality Management - Hotel and Restaurant (Co-op)
Niagara College
Similar Profiles
Oralia ReyesOralia Reyes
Business Manager at Fair Trucking Corp/Famrey Trucking CorpBusiness Manager at Fair Trucking Corp/Famrey Trucking Corp
John CaseyJohn Casey
Senior Service Representative at Croker Fire Drill Corp. | Croker Fire Safety Corp. | Croker Fire & Life Safety InstituteSenior Service Representative at Croker Fire Drill Corp. | Croker Fire Safety Corp. | Croker Fire & Life Safety Institute
MANZI CrevisMANZI Crevis
Warehouse Laborer at HEXO Corp | HEXO CorpWarehouse Laborer at HEXO Corp | HEXO Corp
Abrar BaeshenAbrar Baeshen
Campaign Caller at Public OutreachCampaign Caller at Public Outreach
Christian RaposoChristian Raposo
Keyholder (Leadership Role) at SportchekKeyholder (Leadership Role) at Sportchek