Max Deng
Guelph
Summary
Dynamic professional with experience at Trinity Financial Services Inc, adept at financial modeling and wealth management. Proven ability to educate clients and devise comprehensive financial plans, ensuring secure handling of sensitive information. Strong problem-solving skills complemented by effective time management, driving client satisfaction and achieving financial goals.
Overview
2
2
years of professional experience
Work History
Financial Advisor Assistant
Trinity Financial Services Inc
07.2025 - 08.2025
- Educated clients on life insurance and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Performed due diligence and valuation processes.
- Facilitated new client onboarding process and insurance account setup.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Pharmacist Assistant
Pharmasave
06.2023 - 07.2023
- Counted and labeled prescriptions with correct item and quantity.
- Requested updated prescriptions and medical information from physicians.
- Implemented strong filing techniques to sort and store important documents and medical forms.
- Processed incoming drug orders by checking deliveries against paperwork and updating computer system.
Education
Bachelor of Mathematics -
University of Waterloo
Waterloo04-2030
High School Diploma -
Centennial CVI
Guelph06-2025
Skills
- Python, Racket, Java, Javascript, HTML/CSS
- Financial modeling (Excell)
- Digital document management (Adobe)
- Wealth Management
- Handling confidential/sensitive information securely
- Time management & task prioritization
- Problem-solving with digital tools
Languages
English
Native or Bilingual
Chinese (Mandarin)
Full Professional
French
Full Professional
Timeline
Financial Advisor Assistant
Trinity Financial Services Inc
07.2025 - 08.2025
Pharmacist Assistant
Pharmasave
06.2023 - 07.2023
Bachelor of Mathematics -
University of Waterloo
High School Diploma -
Centennial CVI
Similar Profiles
Abdulmalik AbidAbdulmalik Abid
Professional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial ServicesProfessional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial Services
Katelyn NobleKatelyn Noble
Community Health Worker at Trinity County Health and Human Services Agency; Public Health BranchCommunity Health Worker at Trinity County Health and Human Services Agency; Public Health Branch
Floyd StalkerFloyd Stalker
Safety Director /Production OPS Manager at MAK/Trinity Steel Services LlcSafety Director /Production OPS Manager at MAK/Trinity Steel Services Llc
Claire MarierClaire Marier
Freelance Artist/ business owner at Claire Marier (myself)Freelance Artist/ business owner at Claire Marier (myself)
NUPUR GAYAKWADNUPUR GAYAKWAD
Junior Accountant at OxAgileJunior Accountant at OxAgile