Summary
Overview
Work History
Education
Skills
Career Development
Community Service
References
Languages
Work Availability
Timeline
Susie Cheung

Susie Cheung

Markham,ON
Everything we see hides another thing; we always want to see what is hidden by what we see.
René Magritte

Summary

Born in Guangzhou China, immigrated to and have been living in Toronto Canada since November 1988. Through hard-work and dedicated to continuing education, I have gained extensive hands-on work experiences in client service in financial services field and, successfully completed Certified Financial Planner Certification this year (2024). I focus on providing exceptional financial planning service with the highest levels of customer satisfaction & will do everything I can to meet client expectations. Please feel free to contact me. Hope to see you soon.

Overview

5
5
years of professional experience
5
5
years of post-secondary education

Work History

Tutorial Teacher - After School Program

Grade Plus
Guangzhou , Guangdong, China
Aug.2019 - Oct.2021
  • Assisted students in developing study skills and strategies.
  • Met with parents to discuss student progress and address concerns.
  • Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
  • Collaborated with teachers, administrators and parents to determine how best to support student success.
  • Developed methods to motivate and engage students in learning.
  • Assessed student learning needs and provided relevant instruction to close knowledge gaps.

Financial Consultant

The Primerica Group
Toronto, Ontario
01.2018 - 12.2020
  • Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Obtained Whole Life insurances and mutual funds license.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Bank Customer Service Agent

Bank of Nova Scotia
Toronto, Ontario
02.2017 - 05.2018
  • Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
  • Evaluated customer information to explore issues, develop potential solutions, and maintain high-quality service.
  • Entered customer interaction details in sales system to track requests, document problems, and record solutions offered.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Communicated with clients regarding account services, statements, and balances.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Processed customer service orders promptly to increase customer satisfaction.

Education

No Degree - Certified Financial Planner

Canadian Securities Institute

Associate of Applied Science - Accounting And Payroll Administrator

Everest College
08.2013 - 05.2014

No Degree - Computer Programming

Seneca @ York University
01.1999 - 12.2002

Skills

  • 7 years of office work experiences in Accounting and Finance
  • Possess Security Certificate, Mutual Funds, LLQP Life license, familiar with security products, pension and other payroll benefits
  • Computer literate，skillful with MS office suite, Sage, Quickbooks and ERP packages
  • Disciplined and focused with experiences in handling client issues by providing quality client care and maintaining client loyalty to enhance corporate image
  • Fluent in Mandarin, Cantonese and English
  • Accustomed to meet targets and set priorities with analytical skills

Career Development

  • Canadian Security Course, Wealth Management Essentials, July 2018 to present, Canadian Securities Institute online, Toronto, Ontario
  • Diploma in Accounting and Payroll Administrator Program (Honours), 2013 to 2014, Everest College, Toronto, Ontario
  • Computer Programming and Analysis (CO-OP), 1999 to 2002, Seneca at York, Toronto, Ontario

Community Service

Dance Instructor (General Interest Dance Classes), 2016 to 2019, Toronto District School Board, Scarborough, Ontario

Volunteer Driver, Routescc.org, September 2023 - current, York Regional, Ontario

References

Available Upon Request

Languages

English
Full Professional
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Tutorial Teacher - After School Program - Grade Plus
Aug.2019 - Oct.2021
Financial Consultant - The Primerica Group
01.2018 - 12.2020
Bank Customer Service Agent - Bank of Nova Scotia
02.2017 - 05.2018
Everest College - Associate of Applied Science, Accounting And Payroll Administrator
08.2013 - 05.2014
Seneca @ York University - No Degree, Computer Programming
01.1999 - 12.2002
Canadian Securities Institute - No Degree, Certified Financial Planner

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