Yitong Zheng
Richmond Hill,Ontario
Summary
Dedicated and organized financial professional with an MBA from Schulich Business School, graduating with distinction and multiple scholarships, demonstrating academic excellence and dedication. Strong foundation in finance and investment principles, supported by completion of CFA Level I, Canadian Security Course Certificate, and other financial planning certifications. Proven leadership in group projects, including leading a consulting team to assist a ski resort with future development and financial distress. Driven to exceed expectations and excel in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels.
Overview
3
3
years of professional experience
Work History
FINANCIAL ADVISOR
TD Canada Trust
12.2020 - 06.2022
- Built a strong relationship with the Investment and Wealth Management teams by referring qualifying clients and discussing proper investment strategies for client profiles.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed to meet customers' short-term and long-term financial goals
- Helped clients with Mortgage applications, maintenance and renewal requests
- Consistently met performance measurements and goals.
- Nominated multiple times for best performing employees
PERSONAL BANKING ASSOCIATE
TD Canada Trust
04.2019 - 12.2020
- Duties include opening new accounts, credit card applications, LOC applications, loan applications, power of attorney applications, estate applications, customer concerns etc.
- Excel in identifying opportunities, finding customer needs, making good advice and building strong relationships with customers.
- Developed and maintained strong relationships with customers, ensuring a high level of customer satisfaction and loyalty.
- Won the Wealth Pipe Challenge in my district.
Education
MBA -
Schulich Business School
Toronto, ON06.2024
Charted Financial Analyst -
Charted Financial Analyst Level One Completed
04-2024
Bachelor of Arts, Economics -
University of Victoria
06.2022
Canadian Security Course Certificate -
Canadian Security Course Certificate
06-2022
Financial Planning Level 1 -
Financial Planning Level 1
08-2021
Skills
- Advising on investments
- Pipeline Management
- Mutual funds
- Developing financial plans
- Investment advice
- Asset Allocation
- Microsoft Office Expert
- Data Analysis
- Financial consulting
- Financial Modeling
Languages
Chinese (Mandarin)
Native/ Bilingual
Timeline
FINANCIAL ADVISOR
TD Canada Trust
12.2020 - 06.2022
PERSONAL BANKING ASSOCIATE
TD Canada Trust
04.2019 - 12.2020
MBA -
Schulich Business School
Charted Financial Analyst -
Charted Financial Analyst Level One Completed
Bachelor of Arts, Economics -
University of Victoria
Canadian Security Course Certificate -
Canadian Security Course Certificate
Financial Planning Level 1 -
Financial Planning Level 1
Similar Profiles
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Lu ZhangLu Zhang
Personal Banking Associate at TD Canada TrustPersonal Banking Associate at TD Canada Trust
Damian TranmerDamian Tranmer
Driver at Dignity TransportationDriver at Dignity Transportation