Tsz Kwan (Coey) Ko
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Fluent in Cantonese, Mandarin, and English, I excel in creating customized financial strategies that foster long-term growth and stability. Recognized for leadership qualities and a critical thinking approach, I consistently enhance client portfolios and satisfaction.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Planner
CIBC Imperial Service
09.2019 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Leveraged advanced analytical tools to evaluate potential investments and construct diversified portfolios for clients.
- Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Provided ongoing support to retired clients by monitoring their income streams, adjusting distributions as needed based on changes in living expenses or taxes owed during the year.
Financial Advisor
TD Bank Group
04.2015 - 09.2019
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Helped clients make informed decisions about financial future.
Customer Experience Associate
TD Bank Group
04.2014 - 03.2015
- Provided personalized assistance to customers, tailoring solutions to best meet their individual day-day-to-day banking needs.
- Looked for additional ways to expand products to customers by upselling new products and services.
- Utilized CRM software to maintain detailed records of customer interactions for future reference and analysis.
- Employed active listening skills to accurately understand customer concerns and address them effectively.
- Collaborated with team members to develop effective strategies for enhancing the overall customer experience.
- Maintained an up-to-date knowledge of company offerings in order to provide relevant recommendations based on client needs.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Dental Receptionist
ABC Markham Dental Office
03.2013 - 12.2014
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Enhanced patient satisfaction by efficiently managing appointment scheduling and confirmations.
- Provided excellent customer service by promptly addressing patient inquiries via phone, email, or in-person interactions.
- Provided excellent customer service to create positive experiences and build patient trust.
- Communicated with insurance companies to dispute unpaid claims and verify patient coverages.
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
Key Holder
Godiva Chocolates
09.2010 - 12.2012
- Managed daily cash handling procedures, ensuring accuracy in transactions and preventing losses due to discrepancies.
- Resolved customer complaints professionally, resulting in increased customer satisfaction and loyalty.
- Oversaw store operations by counting cash drawers, reviewing equipment management, and supervising staff.
- Swept and mopped floor, wiped windows and fixtures after closing to maintain organized and tidy store.
- Monitored associates throughout each assigned shift and professionally managed any challenges to maintain optimal store performance.
- Handled difficult situations calmly under pressure resolving conflicts between both customers and staff in a professional manner.
- Enhanced customer experience by providing exceptional service and addressing inquiries promptly.
Education
Bachelor of Arts - Economics
University of Toronto
Toronto, ON06.2014
High School Diploma -
Georges Vanier Secondary School
North York, ON06.2010
Skills
- Leadership Qualities
- Teamwork orientation
- Client Relationship Development
- Retirement planning
- Honest and Dependable
- Attention to Detail
- Critical Thinking
- Financials Analysis
- Continuing education
- Positive attitude and adaptable to change
Languages
English
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
- IFIC - Investment Funds in Canada
- PFP Designation Candidate - Personal Financial Planner
Timeline
Financial Planner
CIBC Imperial Service
09.2019 - Current
Financial Advisor
TD Bank Group
04.2015 - 09.2019
Customer Experience Associate
TD Bank Group
04.2014 - 03.2015
Dental Receptionist
ABC Markham Dental Office
03.2013 - 12.2014
Key Holder
Godiva Chocolates
09.2010 - 12.2012
Bachelor of Arts - Economics
University of Toronto
High School Diploma -
Georges Vanier Secondary School
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