Shisi Fu
Calgary,AB
Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
10
10
years of professional experience
Work History
Financial Planner
RBC Royal Bank
02.2020 - 06.2023
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth. Managed client desk worth 120 million. Investment growth is 5 million per year, wealth referral is over 2 million per year.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
- Presented financial plans and investment recommendations to clients. Helped over 600 families to reach their short-term and long-term financial goals.
Financial Advisor
RBC Royal Bank
09.2018 - 02.2020
- Proactively identified high net-worth clients and referred to the appropriate partners (wealth closed referral: > $4M). 2019 Q3 and Q 4 winner/ 2019 Regional mortgage retention champion
- Educated clients on various financial matters and provided professional recommendations on investment and lending solutions, products, and services based on each clients' individual needs.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Banking Advisor
RBC
09.2016 - 09.2018
- Improved branch sales performance by cross-selling various banking products and services. 2016 Gold award winner
- Streamlined loan application processes for clients, resulting in quicker approvals and increased satisfaction levels.
- Collaborated with team members to achieve branch targets and improve overall performance.
Client Advisor
RBC
11.2013 - 09.2016
- Responsible for general branch administration, including cash management, balancing general ledger accounts, and compliance monitoring.
- Provided exceptional customer service, consistently receiving positive feedback from clients and colleagues alike.
Education
CFP
FP Canada
04.2022
CIM
CSI
11.2020
MBA -
University of New Brunswick
Fredericton, NB05.2012
Skills
- Cross-Selling and Upselling
- Relationship Building
- Customer Service
- Sales Growth
- Referral Management
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Financial Planner
RBC Royal Bank
02.2020 - 06.2023
Financial Advisor
RBC Royal Bank
09.2018 - 02.2020
Banking Advisor
RBC
09.2016 - 09.2018
Client Advisor
RBC
11.2013 - 09.2016
CFP
FP Canada
CIM
CSI
MBA -
University of New Brunswick
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