Summary
Overview
Work History
Skills
Certification
Languages
Timeline
Generic

Tony Ji

New Westminster

Summary

Professional digital marketing specialist with strong sales back ground and focusing on achieving results and driving impactful campaigns. Expertise includes SEO, SEM, content creation, and social media strategy. Known for effective team collaboration, adaptability to changing needs, and delivering high-quality outcomes. Highly reliable, with strong analytical and communication skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Advisor

Hub Financial
05.2021 - Current
  • - Developed client-focused financial strategies, requiring market research, persona building, and effective communication skills directly applicable to customer-centric marketing.
  • - Coordinated cross-functional planning with legal and tax professionals, similar to managing multi-channel campaigns.
  • - Delivered regular performance reviews and recommendations parallel to campaign reporting and optimization.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Independent Insurance Producer

C&C Insurance (Richmond)
05.2021 - Current
  • - Generated leads through networking and outreach experience with prospecting tools and CRM systems.
  • - Explained complex policy features clearly to customers, demonstrating strong copywriting and client education skills.
  • - Upsold and cross-sold products through customer relationship nurturing, an essential part of email and remarketing campaigns.
  • Secured new business through effective communication of insurance product benefits and features to prospective clients.
  • Conducted thorough risk assessments for clients, identifying potential areas of concern and devising appropriate coverage solutions.

Financial Planner

TD Wealth
09.2019 - 05.2021
  • - Conducted client discovery and goal alignment, akin to target audience segmentation.
  • - Utilized planning software to visualize and present tailored solutions, experience relevant to digital analytics platforms.
  • - Delivered client workshops and coaching sessions parallel to webinar marketing and educational content creation.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.

Skills

  • - Digital Marketing Fundamentals (Google Ads, SEO, Social Media)
  • - Content Strategy & Email Marketing
  • - CRM Tools: HubSpot, Salesforce
  • - Data Analysis & Reporting (Excel, Google Analytics)
  • - Customer Journey Mapping
  • - Bilingual: English, Mandarin, Cantonese
  • Relationship building and management
  • Analytical thinking
  • Sales expertise

Certification

  • - Google Digital Marketing & E-Commerce Certificate - Jan 2025
  • - Certified Financial Planner (CFP) - 2020-11
  • - Chartered Investment Manager (CIM) - 2020-02
  • - Life License Qualification Program (LLQP) - 2014-01

Languages

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

Timeline

Financial Advisor

Hub Financial
05.2021 - Current

Independent Insurance Producer

C&C Insurance (Richmond)
05.2021 - Current

Financial Planner

TD Wealth
09.2019 - 05.2021

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Tony Ji