Xinyang Tian
Ottawa,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Banking Advisor
RBC Royal Bank
05.2022 - Current
- Earned the Q2 Award for fiscal year 2023 and 2024, recognizing exceptional performance and client service
- Brought in $5.16 million in new client investments
- Served as a Digital Champion, promoting and assisting clients with digital banking tools and solutions
- Assisted over 200 clients monthly with banking, credit, and investment needs, achieving a 100% customer satisfaction rate.
Sales Representative
Kiehl's Canada
11.2019 - 04.2021
- Provided personalized skin consultations to over 50 customers weekly, driving a 30% increase in sales
- Leveraged bilingual skills to effectively serve a diverse customer base.
Retail Finance Department Intern
Industrial Bank Co., Ltd., Zibo Branch
05.2021 - 09.2021
- Managed asset surveys and provided insights for investment plans and insurance products.
- Assisted with account reviews and preparation for account reviews.
Business Department Intern
Essence Securities
05.2019 - 08.2019
- Verified and organized customer data, ensuring compliance with company standards
- Analyzed daily profit reports and monitored listed companies' information disclosure announcements.
Education
Honours Bachelor of Commerce in Finance (BCom) - Finance
University of Ottawa
Ottawa, ON12.2021
Skills
- Microsoft Office (Word, PPT, Excel)
- Bloomberg
- Teamwork
- Problem-solving
- Banking Software Proficiency
- Loan Processing
- Financial Planning
- Investment strategies
- Credit risk evaluation
- Investment banking services
- Risk Assessment
- Relationship building and management
Certification
- Mutual Funds License, Investment Funds in Canada
- Enrolled in CFA Level 1 exam
Activities
- RBC Newcomer and Group Advantage, Champion, 08/2022, Present, Led initiatives to support newcomers with financial planning and banking services.
- UOttawa Telfer Finance Club, Member, 09/2018, 12/2018, Participated in finance-related workshops and networking events.
Honorsandawards
- RBC Q2-2023 Quarterly Award, 04/2023, Recognized for exceptional performance and client service.
- RBC Q2-2024 Quarterly Award, 06/2024, Awarded for outstanding sales achievements.
- RBC 2023 Leadership Award in Ottawa Central, 12/2023, Honored for leadership and team contributions.
Projects
IPO Valuation Online Project-Based Learning Program, 08/2020, 11/2020, Developed a financial valuation model in Microsoft Excel., Simulated IPO investment scenarios to enhance understanding of market dynamics.
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Banking Advisor
RBC Royal Bank
05.2022 - Current
Retail Finance Department Intern
Industrial Bank Co., Ltd., Zibo Branch
05.2021 - 09.2021
Sales Representative
Kiehl's Canada
11.2019 - 04.2021
Business Department Intern
Essence Securities
05.2019 - 08.2019
Honours Bachelor of Commerce in Finance (BCom) - Finance
University of Ottawa
Similar Profiles
Kamalpreet KaurKamalpreet Kaur
Customer Service Representative at RBC Royal BankCustomer Service Representative at RBC Royal Bank
Priyashri JashPriyashri Jash
Banking Advisor at RBC Royal BankBanking Advisor at RBC Royal Bank
Adam Pantin-TaylorAdam Pantin-Taylor
Client Associate - Central Teller at RBC Royal Bank (T&T) LimitedClient Associate - Central Teller at RBC Royal Bank (T&T) Limited