Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Maung Htay

Toronto

Summary

Accomplished Financial Advisor with over 3 years of experience in the banking industry, currently at Royal Bank of Canada. Demonstrate strong leadership, communication, and analytical skills with a proven track record in client service and project management. Skills in identifying client needs, providing professional financial advice and leveraging digital tools for convenience banking. Eager to drive success in financial services through innovate solutions and team collaboration.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Advisor

Royal Bank of Canada
10.2021 - Current
  • Skilled in credit analysis and application for products including home equity lines of credit, investment loans, and bridge loans.
  • Developed risk assessment skills by analyzing client financial situations for product suitability.
  • Conducted comprehensive transactional analysis to support clients’ investment strategies.
  • Collaborated with cross-functional teams to deliver financial solutions and optimize processes.
  • Resolved and prevented client banking issues, ensuring a seamless experience.
  • Cultivated and maintained relationships to maximize business opportunities.

Finance Manager

Dealer Finance Solutions
04.2021 - 06.2021
  • Managed 60+ monthly applications, ensuring accuracy and identifying fraudulent activity.
  • Provided recommendations on long-term financial strategies and evaluated investment requests.
  • Reviewed credit applications, ensuring accuracy and approving documents for lenders.
  • Managed stakeholder expectations and led complex sales projects.

Accounting

BMW Toronto and MINI Toronto
09.2020 - 03.2021
  • Prepared daily bank deposits, reconciliations, and bookkeeping for diverse clients.
  • Drafted documents, responded to communications, and utilized financial software.
  • Verified transactions, maintained accounting schedules, and reconciled financial ledgers.
  • Handled and reviewed sensitive information, managing electronic filing systems.

Used Car Administrator

Toronto Honda and Toronto Kia
02.2020 - 09.2020
  • Outlined policies, advertised promotions, and provided administrative support.
  • Managed financial transactions, tracked inventory, and processed invoices.
  • Assisted with day-to-day operations, managing sales, and mitigating company risks.
  • Utilized time management and organizational skills by prioritizing tasks, identifying logistical issues, and creating solutions in a fast-paced environment
  • Demonstrated case and risk management skills by tracking deliverables, assisting with records management duties, managing orders, and mitigating company risks.

Education

Business and Accounting Diploma -

George Brown College
01.2020

General Arts & Science -

George Brown College
01.2015

Police Foundations Diploma -

Herzing College
01.2014

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Retirement planning
  • Debt management
  • Financial Advising
  • Risk Assessment
  • Client Relations
  • Banking
  • Account Performance Reviews
  • Financial Services
  • Pipeline Management
  • Budgeting advice
  • Mutual funds
  • Cash Handling
  • Loans

Certification

  • Canadian Investment Funds Course (CIFC)
  • Designated Financial Services Advisor (DFSA)
  • CPR

Languages

English
Native or Bilingual
MYANMAR
Professional Working

Timeline

Financial Advisor

Royal Bank of Canada
10.2021 - Current

Finance Manager

Dealer Finance Solutions
04.2021 - 06.2021

Accounting

BMW Toronto and MINI Toronto
09.2020 - 03.2021

Used Car Administrator

Toronto Honda and Toronto Kia
02.2020 - 09.2020

Business and Accounting Diploma -

George Brown College

General Arts & Science -

George Brown College

Police Foundations Diploma -

Herzing College

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Maung Htay