Liang Deng

Achievement: 2025 2nd Quarter AFA performance reward at LaSalle CIBC.

• Provided financial advice and guidance to clients regarding investments, asset allocation, credit products, and portfolio diversification.
• Collaborated with partners such as mortgage specialists and investment specialists to ensure clients meet their financial goals and needs.
• Used the planning tool CGP (CIBC Goal Planner) to help clients build their personalized financial retirement plan.

Achievement: received coup d'éclat 2023 by being Top 1 in the West Island PSR and Top 3 in the Great Montreal Regional direction.

• Promoted Desjardins services and products: mutual funds, PGLM, GIC, Disnat, etc.
• Discovered new acquisitions and built solid partnerships
• Helped members with their financial needs: saving (TFSA, RRSP, RESP, etc.), finance (credit card, personal loan).
• Advised customers on the best options for investments, insurance policies, retirement plans, and more.

Achievement: Top 10 among 50 employees who closed credit card sales right after training.

• Answered inbound calls related to credit card issues: card blocking; PIN failure; billing inquiries etc.
• Promoted RBC credit cards and Avion redemption to meet member needs
• Assisted RBC branch to organize credit card promoting events

• Trained new personnel regarding company operations, policies, and services.
• Performed administrative tasks such as filing paperwork, updating databases and generating reports.
• Resolved customer complaints promptly and efficiently.