Wayne Wei
Toronto/Shenyang
Overview
6
6
years of professional experience
1
1
Certification
Work History
Direct Investing Representative
Toronto-Dominion Bank (Wealth)
Markham
12.2022 - Current
- Two times quarterly, Merit & Star award.
- Proactively coach colleagues and team members, use and teach the knowledge, and support co-workers to resolve customer issues and provide after-sales support.
- Play a key role in addressing concerns, providing subject matter guidance to customers and partners, and being accountable for problem-solving or raising matters to the resources.
- Gather and analyze data to identify and help solve complex problems; increase 35% asset volume transfer from OFI to TD. Use a sound understanding of process, policy, and risk when recommending exceptions outside general guidelines.
- Provides end-to-end support for TD ETFs, mutual funds, fixed income, term investments, and financial products for stakeholders.
Digital Enablement Specialist
Toronto-Dominion Bank (Wealth)
Markham
11.2021 - 12.2022
- Support customers and internal/external partners with a variety of financial services through inbound and outbound calls, and digital channels.
- Continuously deliver outstanding service and sales support with minimal to moderately complex transactions related to financial products and services to provide complete and correct solutions the first time.
- Provide customers with the best solutions and offer guidance on how TD’s digital assets can further help them meet their needs, now and in the future, using knowledge about TDW product and service suite.
Regional Buyer
Goldenway International Trade Co., LTD
Mississauga
02.2021 - 11.2021
- Coordinated product shipments from the point of origin(Asia, U.S., South America) to the destination(North America) according to shipment and storage needs. Arrange transportation and purchase plans according to the demands of downstream customers.
- Provided product shipment logistical support and quality control by coordinating with 50+ vendors, resulting in a 6.2% revenue increase. Managed suppliers to meet the business requirements with desired quality and delivery.
- Managed negotiations with new international suppliers and drove the acquisition of the highest quality agriculture products and best cost and payment agreements.
- Collaborated with QA(Quality Assurance) inspector, certified the company with BRC(British Retail Consortium Global Standard) certification, enabling the company to meet the British distributors' requirements regarding food quality and safety. Meanwhile, it created up to 11% revenue growth compared with last year, facilitating trades with large-scale wholesalers and retailers such as Costco and Metro.
Brand Marketing Coordinator
Goldenway International Trade Co., LTD
Mississauga
12.2020 - 02.2021
- Updated web pages and social media profiles with engaging and current content, uncovered new client leads by creating marketing materials with WeChat, Facebook, Twitter, and Instagram, including flyers and business posts. Increased by 43.5% in online new clients compared with the last two quarters.
- Researched local and Chinese consumer behaviour and media trends to optimize communication strategies, achieving a 24% increase in content interaction rates over two quarters in the grocery retail sector.
- Research, develop an overall E-Commerce marketing strategy, set a budget and target, especially in the company's grocery import and distribution channel; participate in product promotion plans and marketing initiatives to increase brand awareness.
- Organized and executed over 10 promotional campaigns with key partners (e.g., Costco, Metro), strengthening brand visibility and contributing to 11% annual revenue growth. Maintained strong relationships with 50+ domestic and international suppliers.
- Collect, analyze, and summarize sales data to prepare marketing reports.
Insurance Sales Agent
BOB-CARDIF Life Insurance Co. Ltd
Shenyang
07.2020 - 09.2020
- Exceeded company sales goals for new policies.
- Interviewed prospective clients to gather information on financial needs, and discuss any existing coverage.
- Researched and analyzed beneficial insurance and investment options, and made recommendations to clients.
- Pursued continued professional development through insurance workshops, courses, and webinars.
- Promoted and sold policies valued between $100,000 and $150,000.
E-Commerce Operations Intern
Bayer Crop Sciences Co.,Ltd（china）
Beijing
07.2019 - 09.2019
- Performed site evaluations, customer surveys and team audits as part of the quality assurance program.
- Measured and reported on marketing campaign performance, gained insights and compared results against goals to identify strengths and weaknesses.
- Executed updated marketing plans to increase branding exposure, customer traffic, and sales.
Education
Master of Management Innovation & Entrepreneurship -
Smith School of Business
Kingston, ON, Canada08.2023
Bachelor of Arts, Honours - Applied Economics
Queen's University
Kingston, ON, Canada12.2020
Global Career Seminar - Business Analysis Methods (BA)
Kwansei Gakuin University Cross-Cultural College
Toronto03.2020
Certification
- Fundamentals of Finance for Entrepreneurs (Smith MMIE program certificate)
- CSC Certification-The Canadian Securities Institute (CSI)
- CFA Level I candidate 2025
- Certificate of Disruptive Technology for Professionals (Engineering and Applied Science)
HIGHLIGHT OF QUALIFICATIONS
- Solid knowledge of Wealth Management structures, financial products (e.g., equities, fixed income, commodities, derivatives), and statistical analysis methodologies
- Proficiency in Microsoft Excel/Word, PowerPoint and Office. Experience with the TD internal system including WID, ISM, Money Movement, CPM, TRAC, etc
- Hands-on experience in understanding business requirements, performing research on financial markets, analyzing market and business data, building relationships with stakeholders and streamlining the reporting process
- Driven, open-minded and result-oriented; self-starter, quick learner and team player with excellent analytical thinking, communication and time management skills
- Excellent oral, presentation and written communication skills in both Mandarin and English
- Skilled in delivering legendary customer experiences and providing exceptional customer service, ensuring customer satisfaction and loyalty
Timeline
Direct Investing Representative
Toronto-Dominion Bank (Wealth)
12.2022 - Current
Digital Enablement Specialist
Toronto-Dominion Bank (Wealth)
11.2021 - 12.2022
Regional Buyer
Goldenway International Trade Co., LTD
02.2021 - 11.2021
Brand Marketing Coordinator
Goldenway International Trade Co., LTD
12.2020 - 02.2021
Insurance Sales Agent
BOB-CARDIF Life Insurance Co. Ltd
07.2020 - 09.2020
E-Commerce Operations Intern
Bayer Crop Sciences Co.,Ltd（china）
07.2019 - 09.2019
Master of Management Innovation & Entrepreneurship -
Smith School of Business
Bachelor of Arts, Honours - Applied Economics
Queen's University
Global Career Seminar - Business Analysis Methods (BA)
Kwansei Gakuin University Cross-Cultural College
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