Selina Liang
New Westminster,British Columbia
Summary
As a dedicated PFP accredited Wealth Relationship Manager, I am further looking to develop and grow my skillset my experience and in wealth management, investment banking, and financial planning under a tenured wealth professional team.
Overview
4
4
years of professional experience
Work History
Wealth Relationship Manager
Vancity Credit Union/Aviso Wealth Management
11.2021 - Current
- Engaged in rich discovery with prospective sustainable wealth management members uncovering their initial financial and forecasted objectives with client first approach
- Leveraged ESG investment into conversations with clients and integrated SRI solutions into client's investment strategy
- Built and maintained book of sustainable wealth management clients in Vancouver's Kerrisdale community and surrounding areas in Lower Mainland
- Collaborated with wealth partners in all sustainable wealth management channels in Vancity to deliver exceptional levels of service and trusted holistic advice to clients.
- Fostered loyal relationships with credit union members through empathized planning first approach to finances
- Identified additional future financial needs of clients and collaborated with branch and sustainable wealth colleagues through fostered relationships to send relevant referrals that benefit both client and Vancity.
- Demonstrated leadership by mentoring branch staff on opportunity spotting to increase relevant referrals to sustainable wealth specialists and other lines of business
- Supported branch operations through active lobby management, introductions to prospective clients, and engaged in meetings to educate staff on financial literacy, ESG updates, and opportunity spotting
- Maintained high levels of financial competency, continuing education, and compliance standards
- Demonstrated leadership on branch level with SWM presentations to up-skill team on various financial competencies
- Maintained accurate up to date member information through CRM and AvManagement platforms
Financial Advisor
ScotiaBank
05.2021 - 11.2021
- Retail client relationship focus- Delivered holistic service and advice to meet expected banking needs while proactively discovering additional needs to deepen relationship and build pipeline
- Proactive outreach to book of clientele households to service mortgage, investment, and retail banking needs- Onboarded new clients to continue to grow book of business
- Prepared meeting agendas prior to meeting with clients in branch to address current financial need and uncover secondary financial need beneficial to client
- Maintained high adherence to banking compliance standards- Kept accurate, updated client information and ID in banking system-
- Maintained up to date knowledge on current market conditions to deliver relevant advice and tailored plans to help clients reach their financial objectives
- Guided and empowered clients through utilizing digital channels to do their banking through banking apps, online banking, and ATMs in branch
- Collaborated with branch channels and specialists to make relevant referrals to colleagues ensuring clients are delivered tailored advice and services for level of services needed.
Education
2024 October- Enrolled
CSI- Canadian Securities Course
CSI- Law, Estate And Tax Supplement
09.2023
CSI- Lending Retirement Insurance Supplement
01.2023
CSI- Canadian Security Institute PFP®
10.2022
CSI-Certificate in Advanced Financial Advice
01.2022
Responsible Investment Association RIS
12.2021
CSI-Certificate in Financial Services Advice
03.2021
CSI-Investment Funds in Canada Certificate
08.2019
Skills
- Client Relationship Building and Retention
- Investment Advice and Portfolio Allocation
- Objective Based Financial Goal Planning
- Broadridge Dataphile Proficiency
- ESG Investment Knowledge
- Conquest and Naviplan Experience
- Proactive Sales Pipeline Management
- Collaborative Team Work to Increase Sales Across Company Departments
- Coaching Staff to Generate Quality Leads
- Fostering Colleague Connections To Increase Lines of Business
- Managing Book and Growing Book of Business
- CRM/Outlook/Word/Excel Usage
volunteer
BC Children's Hospital - Telethon for Kids June 2021
• Assisted with taking donation calls and writing down donor information
• Enrolled donors into reoccurring donations.
S.U.C.C.E.S.S – Walk with the Dragon July 2019
• Assisted in tent station to keep fluid and functionality throughout the day
• Helped promote donations for newly established immigrants
References
References and Letters of Recommendation Available upon request
Timeline
Wealth Relationship Manager
Vancity Credit Union/Aviso Wealth Management
11.2021 - Current
Financial Advisor
ScotiaBank
05.2021 - 11.2021
2024 October- Enrolled
CSI- Canadian Securities Course
CSI- Law, Estate And Tax Supplement
CSI- Lending Retirement Insurance Supplement
CSI- Canadian Security Institute PFP®
CSI-Certificate in Advanced Financial Advice
Responsible Investment Association RIS
CSI-Certificate in Financial Services Advice
CSI-Investment Funds in Canada Certificate
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