Yufan (Rachel) Wu
Vancouver,BC
Summary
- Over three years of experience in financial institutions, with a strong foundation in investment, compliance, and client data analysis.
- Skilled in identifying fraud/AML risks, analyzing financial needs, and supporting data-driven decisions.
- Completed Coursera certifications: Excel Skills for Business: Essentials (Macquarie University), and SQL for Data Science (UC Davis).
- Detail-oriented, proactive, and able to interpret financial patterns and customer behavior.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
RBC Royal Bank
Toronto, Ontario
12.2023 - 01.2025
- Analyzed client financial data to recommend tailored investment solutions, enabling data-driven decision-making.
- Reviewed transactions to identify potential AML and fraud risks, escalating suspicious activity when necessary.
- Monitored portfolio performance and renewal trends to support business growth initiatives.
- Conducted client needs assessments, and maintained accurate documentation to ensure regulatory compliance.
Financial Services Representative
CIBC
Toronto, Ontario
02.2022 - 11.2023
- Analyzed client financial data to recommend appropriate credit and investment products, applying critical thinking and sound financial judgment.
- Identified sales opportunities by examining client behavior and transaction patterns, driving revenue growth.
- Ensured regulatory compliance through meticulous documentation and ongoing account monitoring, demonstrating strong attention to detail and process control.
Client Advisor
RBC Royal Bank
Toronto, Ontario
04.2021 - 01.2022
- Conducted KYC checks and flagged suspicious activity to support AML compliance efforts.
- Reviewed daily transactions to detect unusual patterns, and potential fraud.
- Ensured accurate and compliant client onboarding in accordance with regulatory requirements.
Marketing Intern
Johnson & Johnson
China
12.2018 - 07.2019
- Analyzed customer feedback reports from market research to extract actionable insights.
- Supported project execution through administrative coordination and data organization.
Education
Master of Arts -
University of Western Ontario
London, ON09-2020
Bachelor of Arts -
Beijing University of Technology
China09-2019
Skills
- Financial analysis
- Risk assessment
- Fraud detection
- AML compliance
- SQL
- Excel
Certification
- Coursera: Excel Skills for Business: Essentials (Macquarie University)
- Coursera: SQL for Data Science (UC Davis)
Timeline
Financial Advisor
RBC Royal Bank
12.2023 - 01.2025
Financial Services Representative
CIBC
02.2022 - 11.2023
Client Advisor
RBC Royal Bank
04.2021 - 01.2022
Marketing Intern
Johnson & Johnson
12.2018 - 07.2019
Master of Arts -
University of Western Ontario
Bachelor of Arts -
Beijing University of Technology
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