Summary
Overview
Work History
Education
Skills
Professional Summary
Timeline
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Vicky Sun

Victoria,BC

Summary

  • Java
  • HTML/CSS
  • JavaScript
  • Windows
  • Mac OS X
  • SQL
  • Power BI

Overview

4
4
years of professional experience

Work History

Financial Advisor

ScotiaBank Canada
Victoria, British Columbia
01.2022 - 02.2023
  • Provided guidance and educational opportunity to clients on financial matters and presented professional recommendations on investment opportunities, products, and services based on clients' individual needs.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Developed and implemented customized financial plans for clients, regularly tracking progress and adjusting strategies based on changing circumstances and market conditions.

Banking Advisor

RBC Canada
Victoria, British Columbia
06.2020 - 01.2022
  • - Provide personalized financial advice to clients based on their financial goals and needs.
  • - Extended and sustained relationships with clients for personal and business needs, such as opening new personal and commercial accounts.

Personal Banker

HSBC Canada
Victoria, British Columbia
07.2019 - 06.2020
  • Processed account transactions, including money transfers, deposits, and withdrawals.
  • Partnered with loan and mortgage officers, and financial advisers to provide clients with optimal financial solutions.
  • Explained promotional offers and used persuasive sales techniques to upsell services.

Education

Some College (No Degree) - Information And Computer Science

Camosun College
Victoria, BC
12-2024

Bachelor of Arts - Economics

University of Victoria
Victoria, BC
06-2019

Skills

  • Sales techniques
  • Customer service
  • MS Office proficiency
  • Bilingual Mandarin and English
  • Office equipment proficiency
  • Work Planning
  • Operational Reporting
  • Critical Thinking
  • Time Management
  • Problem Anticipation and Resolution
  • Willing to Learn
  • Proactive and Focused
  • Prioritizing and Planning

Professional Summary

As an accomplished advisor with three years of experience in wealth management and financial planning, I excel in delivering exceptional client service through analytical and communication skills. I am adept at navigating fast-paced, deadline-driven environments to help clients achieve their financial goals. Currently expanding my expertise through education in data science and an Information and Computer Science certificate, I have developed technical skills in Java, SQL, HTML, and JavaScript, and am pursuing a Microsoft Power BI certification to enhance my data visualization capabilities.

I’m excited to transition into roles focused on software implementation and customer support, where I can use my analytical skills and technical know-how to help clients succeed. I’m experienced in onboarding, training, and troubleshooting, and I’m dedicated to providing excellent customer service throughout the entire software lifecycle.

Timeline

Financial Advisor

ScotiaBank Canada
01.2022 - 02.2023

Banking Advisor

RBC Canada
06.2020 - 01.2022

Personal Banker

HSBC Canada
07.2019 - 06.2020

Some College (No Degree) - Information And Computer Science

Camosun College

Bachelor of Arts - Economics

University of Victoria

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Vicky Sun