Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Ella Gao

Vancouver,BC

Summary

Customer-focused and results-driven financial professional with over 3 years of experience in retail banking, financial advising, and economic policy analysis. Skilled at helping clients meet their financial goals, exceeding sales targets, and building strong relationships. Recognized with TD’s 2023 Regional Legend Award. Fluent in English and Mandarin, with certifications in Canadian securities and financial planning. Currently returning from maternity leave and eager to continue providing trusted financial advice.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Personal Banker (Financial Advisor)

TD Bank
12.2022 - Current
  • Educate clients on investment options, home financing, and market trends to support confident financial decisions.
  • Develop personalized, holistic financial plans in collaboration with internal specialists to align with clients’ long-term goals.
  • Advise clients and successfully sold over $1.5 million in mutual funds and Market Growth GICs in Q4 2023.
  • Referred over $13 million in wealth management business in 2023, $17 million to PIA in Q1 2024, and $50 million in Q1 2025.
  • Awarded 2023 TD Regional Legend for outstanding sales performance and client service.

Personal Banking Associate

TD Bank
03.2022 - 11.2022
  • Supported clients with banking transactions, digital tools, and financial education to boost their confidence.
  • Helped clients activate 266 banking products in Q2 2022, achieving 248% of the branch target.
  • Helped clients activate 295 banking products in Q3 2022, achieving 164% of the branch target.
  • Referred over $1.4 million in business to PIA partners in Q3 2022.

Customer Experience Associate

Scotiabank
09.2021 - 03.2022
  • Processed daily banking transactions and helped clients use digital banking tools.
  • Supported branch sales by offering simple product options.
  • Built trust and provided excellent customer service.

Education

Master of Science - Food And Resources in Economics

University of British Columbia
09.2021

Bachelor of Arts - Economics

Simon Fraser University
12.2019

Skills

  • Discovering client financial needs
  • Offering investment and lending solutions
  • Holistic and long-term financial planning
  • Building strong client relationships
  • Using digital tools for client service

Certification

  • Canadian Securities Course (CSC)
  • Financial Planning 1

Languages

English (Fluent), Mandarin (Fluent)

Timeline

Personal Banker (Financial Advisor)

TD Bank
12.2022 - Current

Personal Banking Associate

TD Bank
03.2022 - 11.2022

Customer Experience Associate

Scotiabank
09.2021 - 03.2022

Master of Science - Food And Resources in Economics

University of British Columbia

Bachelor of Arts - Economics

Simon Fraser University

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Ella Gao