Lynsee Zhang
Winnipeg,MB
Summary
Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service.
Overview
9
9
years of professional experience
Work History
Senior Financial Advisor
The Bank Of Nova Scotia
10.2021 - Current
- Improve client financial stability by assessing their current financial situation and developing customized plans.
- Secure client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Help individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Manage a portfolio for 500 clients.
- Meet individual and branch sales targets. Ask assigned clients for referrals.
Associate Financial Advisor
Canadian Imperial Bank Of Commerce
07.2021 - 09.2021
- Assisted with portfolio management to ensure optimal asset allocation and diversification for clients. Portfolio focused on single mortgage product clients.
- Helped new comers for day to day and payment needs.
- Customize plans for homeownership dreamers and retain existing mortgage business.
Financial Services Representative
Canadian Imperial Bank of Commerce
04.2019 - 07.2021
- Meet with clients to understand their priorities and financial constraints
- Referred clients to the right partners for full financial planning
- Analyzed quantitative and qualitative information to capture client's financial condition
- Recommended strategies to meet goals and modify the plan along the way
- Conducted periodic review with client to measure progress and to receive clients' feedback
- Assisted client to reach their home ambitions and long time retirement goals.
Accountant Technician
Chambers Fraser Chartered Professional Accountants
04.2018 - 07.2018
- Compilation of client information and working paper file preparation
- Drafted complete financial statements and related notes in accordance with accounting standards
- Planned and executed Notice to Readers, T1 and T2
- Defined bookkeeping policies and procedures
- Prepared entries for correcting journals and first-of-year journals.
Teaching Assistant/ Lab Instructor
Asper School of Business
01.2015 - 12.2017
- Conducted the Corporate Finance course lab for 160 students weekly
- Assisted students in solving questions and responded to inquiries
- Implemented group work and designed lab to train students for professional life.
Financial Controller
Commerce Students' Association
04.2016 - 04.2017
- Ensured CSA's financial records and accounting practices were kept up to date and accurate
- Accomplished quality control over financial transactions and financial reporting
- Achieved a healthy cash reserve for event-budgeting.
Education
Bachelor of Commerce (Honors) - Accounting And Finance
Asper School of Business, University of Manitoba
Winnipeg, MB06.2017
Skills
- Wealth Management
- Mutual Funds
- Budgeting and Forecasting
- Public Speaking
- Time management
Websites
Honors Awards
- Ramp Up Week: campus edition 2017, First place, 02/01/17
- Ramp Up Week: campus edition 2016, Third place, 02/01/16
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Affiliations
- Badminton
Timeline
Senior Financial Advisor
The Bank Of Nova Scotia
10.2021 - Current
Associate Financial Advisor
Canadian Imperial Bank Of Commerce
07.2021 - 09.2021
Financial Services Representative
Canadian Imperial Bank of Commerce
04.2019 - 07.2021
Accountant Technician
Chambers Fraser Chartered Professional Accountants
04.2018 - 07.2018
Financial Controller
Commerce Students' Association
04.2016 - 04.2017
Teaching Assistant/ Lab Instructor
Asper School of Business
01.2015 - 12.2017
Bachelor of Commerce (Honors) - Accounting And Finance
Asper School of Business, University of Manitoba
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