Xinming Yang
Markham,ON
Summary
Results-driven professional with a strong background in team management, looking to transition into an analyst role. Skilled at leveraging leadership abilities to optimize team performance and possessing a thorough understanding of product-related knowledge. Seeking a dynamic environment where analytical capabilities can be utilized to deliver actionable insights and contribute to business growth.
Overview
7
7
years of professional experience
Work History
Team Manager
TD Direct Investing
Markham, ON
01.2023 - Current
- Conducted regular evaluations of team members' performance through daily call listening, LEI call listening, and weekly LQI (Listening Quality Index) call reviews, providing constructive feedback.
- Implemented regular coaching sessions to enhance individual development and drive ongoing progress.
- Maintained a positive team environment through behavior management strategies and timely tracking of service level metrics. Addressed challenges promptly, fostered accountability, and supported team growth to meet organizational goals.
- Led colleague engagement initiatives such as hosting the annual holiday party, RRSP season treat cart, and partial shares celebration. Recognized by senior leadership for exceptional contributions.
Capability Coach- CC
TD Direct Investing
Ottawa, ON
08.2022 - 01.2023
- Ensured a smooth and efficient onboarding experience for new hires, enabling them to quickly adapt to their responsibilities.
- Facilitated the professional growth of new team members by conducting daily call listening and providing timely feedback.
- Conducted daily huddles to exchange best practices, resolve issues, and foster team unity. Guided training sessions for new hires on call protocols and delivering exceptional client service. Mentored and supervised newcomers in acclimating to the company culture and upholding policies.
- Engaged in summer learning sessions and presented on a range of direct investing topics to the entire office.
Investment Representative- IR
Td direct investing
Ottawa, ON
06.2021 - 08.2022
- Assisted clients in placing trades, including equity, GICs, mutual funds, and fixed income, ensuring accuracy and efficiency.
- Delivered a legendary customer experience by providing personalized information and addressing client inquiries.
- Managed team's weekly reports, analyzing advantages and disadvantages to provide constructive advice for improvement.
Financial Advisor
Scotiabank
Ottawa, ON
12.2019 - 06.2021
- Taking proactive approach to discovering customers priority needs
- Developing solution and make recommendations for clients to help them accomplish their financial goals.
- Creating financial plan for clients, educated them and provide professional advise for clients.
- Follow company’s guidelines and regulations. Protect banks’ assets.
- Perform work to deliver timely, accurate and efficient service
- Growing the branch business and exceed personal goals through exceptional service
Teaching Assistant
Carleton University
Ottawa, Ontario
09.2017 - 04.2019
- Taught various undergraduate level courses of Macroeconomics
- Responded to students’ enquiries by providing information and solution
- Assisted students in identifying academic weaknesses and provided necessary support
- Provided solution to resolve students’ complaints by identifying the root causes
Education
Master of Arts - Economics Concentration in Finance
Carleton University
Ottawa, ON04.2019
Certificate
Skills
- Data Analysis: Experienced in utilizing Excel for complex data analysis, including creating weekly performance comparisons to forecast trends and generating comprehensive reports Through detailed analysis and data-driven insights, successfully drove team performance to consistently exceed business goals, achieving results that averaged 150% or above
- Communication: Skilled in tailoring communication strategies to meet the diverse needs of stakeholders and team members, ensuring clarity and alignment with business objectives Proficient in facilitating discussions, simplifying complex concepts, and fostering collaboration to drive business success
- Performance Management: Proficient in managing performance metrics, coaching team members, and providing constructive feedback to optimize business performance Experienced in using scorecard metrics to monitor and drive continuous improvement
- Financial and Investment Knowledge: Strong understanding of daily banking operations, borrowing products, mortgages, investment products, and financial planning, gained from previous experience as a financial advisor In-depth knowledge of investment products and wealth management operations
- Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), IBM Cognos, and JIRA for data analysis and reporting Currently enhancing skills in SQL, Python, Tableau, and R to expand analytical capabilities
- Bilingual Communication: Fluent in English and Mandarin, enabling effective communication and engagement with diverse stakeholders, both locally and internationally
Timeline
Team Manager
TD Direct Investing
01.2023 - Current
Capability Coach- CC
TD Direct Investing
08.2022 - 01.2023
Investment Representative- IR
Td direct investing
06.2021 - 08.2022
Financial Advisor
Scotiabank
12.2019 - 06.2021
Teaching Assistant
Carleton University
09.2017 - 04.2019
Master of Arts - Economics Concentration in Finance
Carleton University
Certificate
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