Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Vincent Lam

Vincent Lam

Vancouver,BC

Summary

Results-driven financial advisor with 5+ years of experience in financial advisory, financial planning, and client relationship management. Skilled in prospecting, identifying unmet customer needs, and delivering tailored solutions to grow high-net-worth client portfolios and exceed sales targets by over 200%. Holds the Canadian Securities Course (CSC) and committed to acquire CFP designation by the end of 2025. Eager to apply my financial expertise and entrepreneurial background to drive client success and business growth in a wealth management role.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

Scotiabank
06.2024 - Current
  • Leveraged in-depth knowledge of lending and investment products to create holistic solutions that align with clients' financial goals.
  • Conducted in-depth analysis of a portfolio of 500 clients, identifying ideal customer segments to optimize outreach strategies.
  • Demonstrated ability to connect with high-net-worth clients by consistently delivering qualified referrals to wealth advisors and private bankers.

Co-Founder

Zenclass
06.2022 - 05.2024
  • Led business development and fundraising efforts for Zenclass, a next-generation learning management system.
  • Secured $125K in pre-seed funding from angel investors and received a $100K term sheet from a venture capital firm.
  • Built strategic partnerships, onboarding 200+ teaching organizations and 5,000+ students in the first year.
  • Positioned Zenclass as a top emerging startup in Vietnam, earning recognition at Asia Tech x Singapore 2023 by NUS Enterprise.

Financial Advisor

Scotiabank
01.2019 - 05.2022
  • Earned the 2020 Best of the Best Award for exceeding sales targets by over 200%.
  • Successfully identified and referred a high-net-worth client with over $22 million in assets to Wealth.
  • Cultivated and maintained strong client relationships, resulting in high satisfaction and retention.

Customer Service Representative

TD Bank
01.2018 - 12.2018
  • Ranked in the top 5% for quarterly performance by effectively cross-selling banking products and promoting pre-approval offers.
  • Earned the highest customer satisfaction rating by delivering professional service and proactively addressing customer concerns.
  • Partnered with sales teams to enhance branch performance and strengthen local community presence.

Education

Bachelor of Business Administration -

Simon Fraser University
Vancouver
12-2017

Skills

  • High-Net-Worth Client Relationship Management
  • Financial planning
  • Business Development & Sales Strategy
  • CRM Software (Salesforce)
  • Leadership & Public Speaking

Certification

Canadian Security Course (2019)

Registered Financial and Retirement Advisor (2020)

Timeline

Senior Financial Advisor

Scotiabank
06.2024 - Current

Co-Founder

Zenclass
06.2022 - 05.2024

Financial Advisor

Scotiabank
01.2019 - 05.2022

Customer Service Representative

TD Bank
01.2018 - 12.2018

Bachelor of Business Administration -

Simon Fraser University

Similar Profiles

CREATE PROFILE
Vincent Lam