YILIN CHEN
Toronto,ON
Summary
Results-driven financial professional with over 2 years of experience in banking, sales performance, and client portfolio management, ranked in the top 5% among peers at TD Bank. Holds a CSC license with a Certificate in Financial Services Advice (CFSA), and is progressing towards a CFA. Proven ability to analyze financial products, drive revenue growth, and optimize processes—now seeking to leverage strong analytical skills, investment product knowledge, and data-driven decision-making in an Investment Platform Management role at Manulife.
Overview
5
5
years of professional experience
Work History
Personal Banker
TD Canada Trust
Toronto, Canada
08.2023 - Current
- Achieved 100% target attainment for ten consecutive months (year-to-date, Fiscal Year 2025), maintaining consistent, top-tier performance. Top 5% in the district for Q3 2025.
- Collaborated with Wealth Advisors and Operations to escalate and resolve transactional issues, ensuring clear documentation, and timely follow-ups.
- Analyzed investment trends using advanced tools (e.g., TDAM, graphing tools, index charts) to generate data-driven recommendations, increase long-term investment allocations, and improve portfolio performance.
- Translated complex financial concepts into clear advice for diverse clients, strengthening financial literacy and confidence.
Mortgage Agent
RIFO MORTGAGE SERVICES INC.
Markham, Canada
10.2020 - 01.2023
- Participated actively in information sessions and financial seminars to educate and develop relationships with potential clients, and external partners.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Analyzed client financial information to recommend suitable mortgage products and terms.
Loan Administrator
RIFO REALTY CAPITAL INC.
Markham, Canada
08.2021 - 10.2022
- Served as the primary point of contact for internal and external compliance reviews, preparing documentation for regulatory examinations, and audits.
- Performed duties in accordance with applicable standards, policies, and compliance guidelines to promote a safe working environment.
- Identified and corrected data entry errors in loan origination systems, enhancing reporting reliability for senior management.
Education
Bachelor of Arts - Financial And Business Economics
York University
Toronto, ON02.2021
Skills
- Attention to detail
- Critical thinking and problem solving
- Goal-oriented performance
- Cross-selling and revenue growth
- Compliance and risk awareness
- Relationship building and management
Timeline
Personal Banker
TD Canada Trust
08.2023 - Current
Loan Administrator
RIFO REALTY CAPITAL INC.
08.2021 - 10.2022
Mortgage Agent
RIFO MORTGAGE SERVICES INC.
10.2020 - 01.2023
Bachelor of Arts - Financial And Business Economics
York University
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