Summary
Overview
Work History
Education
Skills
Timeline
Generic

RUIJIE ROGER YANG

Markham,Canada

Summary

Dynamic Investment Specialist with a proven track record at BMO, excelling in financial analysis and relationship management. Achieved significant growth in brokerage services while guiding clients through complex investment strategies. Recognized for exceptional service, demonstrating strong communication skills and expertise in securities trading to enhance client satisfaction and retention. Aggressive investment banking professional bringing expertise in closing sales and bringing in new customers.

Overview

8
8
years of professional experience

Work History

Investment Specialist

BMO
Toronto, CANADA
08.2024 - Current
  • Executed equity, option, mutual fund, UIT, fixed income, and alternative investment trades.
  • Provided guidance to clients regarding when to buy or sell specific stocks or options contracts.
  • Maintained up-to-date knowledge of industry regulations and best practices related to securities trading.
  • Grew brokerage department by soliciting new business
  • 2025 Q1 Grand Ovation Winner

Banking Advisor

Royal Bank of Canada
Markham, CANADA
10.2022 - 07.2024
  • Successfully achieved 20 million new-sales in cross-selling RBC's products to customers. (Q1 Q2 2024)
  • Advised clients on a comprehensive range of financial products and services to meet their individual needs and financial goals.
  • Conducted in-depth financial analysis to assess risk tolerance, identify investment opportunities, and develop personalized strategies.
  • Cultivated and managed strong client relationships, ensuring long-term satisfaction and client retention.
  • Collaborated with cross-functional teams to offer integrated financial solutions including investment options, credit products, and estate planning services.
  • Recognized by clients for exceptional service and dedication to their financial success.

Customer experience associate

Toronto-Dominion Bank
Markham, Canada
10.2021 - 10.2022
  • Engaged customers in meaningful conversations to understand their financial goals, needs, and concerns.
  • Assisted customers in opening and managing accounts, offering guidance on account features, benefits, and online banking tools.
  • Demonstrated expertise in TD's products and services, advising customers on credit cards, loans, mortgages, and investment options.
  • Processed customer transactions efficiently and accurately, including deposits, withdrawals, and fund transfers.
  • Addressed customer inquiries, resolving issues, and providing assistance with online and mobile banking platforms.
  • Proactively identified opportunities to deepen customer relationships by cross-selling relevant products and services.
  • Participated in ongoing training to stay updated on bank policies, products, and industry regulations.

Sales Account Manager

Argus Merchant Services
Rowland Height, USA
02.2017 - 02.2018
  • Liaised between customers and sales teams to deliver successful solutions according to customer needs.
  • Managed portfolio of 300 accounts, generating $ 250,000 in revenue per month.
  • Researched and secured 50 new accounts in South California territory in three months.
  • Built trusting relationships with customers by making personal connections.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Educated customers on special pricing opportunities and company offerings.

Education

Master of Management - Human Resource Management

University of Windsor
Windsor, ON
12.2020

Bachelor of Science - Economics

Western Oregon University
Monmouth, OR
12.2016

Bachelor of Science - Business

Western Oregon University
Monmouth, OR
06.2014

Skills

  • Financial Advisory
  • Relationship Management
  • Personal Banking Solutions
  • Business Credit Solutions
  • Financial Analysis
  • Team Leadership and Collaboration
  • Efficient Communication
  • Proficient in MS Office Suite
  • CSC, FP1, PFSA, CPH, DFOL

Timeline

Investment Specialist

BMO
08.2024 - Current

Banking Advisor

Royal Bank of Canada
10.2022 - 07.2024

Customer experience associate

Toronto-Dominion Bank
10.2021 - 10.2022

Sales Account Manager

Argus Merchant Services
02.2017 - 02.2018

Master of Management - Human Resource Management

University of Windsor

Bachelor of Science - Economics

Western Oregon University

Bachelor of Science - Business

Western Oregon University

Similar Profiles

CREATE PROFILE
RUIJIE ROGER YANG