Jintian Yue
Edmonton,Canada
Summary
Dynamic Banking Advisor at RBC, recognized as a Top Performer, adept at financial analysis and client relationship management. Successfully aligned investment solutions for over 500 clients. Proven track record in driving revenue growth through strategic marketing initiatives and effective collaboration across teams.
Overview
5
5
years of professional experience
Work History
Banking Advisor
RBC
Edmonton, Alberta
01.2023 - 09.2023
- Received RBC Top Performer Award for outstanding performance in Q3 2023.
- Delivered professional advice on credit and investment products, aligning solutions with needs of over 500 clients.
- Conducted detailed analysis of client goals across financial planning areas, including loan application and investment.
- Educated clients on various financial strategies to enhance decision-making processes.
Marketing Assistant
Easy Education
Edmonton, Alberta
08.2019 - 03.2021
- Compiled product, market, and customer data to generate informed sales and profit projections, driving 20% revenue growth.
- Collaborated with product development teams to ensure alignment in marketing materials for sales presentations.
- Coordinated weekly meetings to execute marketing plans and delegate tasks among three teams effectively.
Marketing Intern
Bluekey Education
Edmonton, Alberta
04.2019 - 08.2019
- Compiled product, market, and customer data to generate sales and profit forecasts.
- Developed and executed pre-season marketing plans to enhance sales department support.
- Implemented product strategies to maximize market impact and profitability.
Education
Bachelor of Commerce - Finance and Accounting
University of Alberta
Edmonton, ABSkills
- Financial analysis
- Client relationship management
- Investment advisory
- Credit assessment
- Credit risk evaluation
- Account opening
Timeline
Banking Advisor
RBC
01.2023 - 09.2023
Marketing Assistant
Easy Education
08.2019 - 03.2021
Marketing Intern
Bluekey Education
04.2019 - 08.2019
Bachelor of Commerce - Finance and Accounting
University of Alberta
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