Yuqi(Carson) Yang
Richmond,BC
Summary
Detail-oriented banking professional with two years of front-line advisory experience, seeking an Associate role in investment or middle- or back-office operations, equipped with CFA Level I (May 2025) and CSC, with a proven ability to manage complex client requests, ensure compliance, and coordinate across teams.
Overview
6
6
years of professional experience
Work History
Banking Advisor
Royal Bank of Canada
10.2022 - 09.2024
- Processed and reviewed documentation for account opening, credit applications, and investment-product onboarding, ensuring 100% compliance with internal policies and regulatory requirements.
- Conduct KYC and due diligence, maintaining accurate client records, and handling sensitive information with confidentiality.
- Coordinate with the credit, compliance, operations, and investment teams to ensure the timely processing of documents and client requests.
- Supported senior advisors with administrative, documentation, and follow-up tasks related to client portfolios and investment products.
Receptionist
Richmond Xiaolongkan Hotpot
Richmond, BC
08.2020 - 10.2022
- Arrange and coordinate more than 20 customer appointments daily, maintain accurate customer records, and support efficient operational workflows.
- Handling over 50 calls daily, resolving customer inquiries, and facilitating cross-team communication.
- Managing multiple tasks within tight deadlines while ensuring accuracy and process compliance.
Supervisor
Truedan (Jenjudan)-Kingsway
01.2019 - 09.2021
- Applied strong leadership and problem-solving skills to maintain team efficiency and organize workflows.
- Handled client issues and adapted procedures to maintain policy compliance and meet evolving operational needs.
- Coached and guided staff to improve performance and adherence to standard operating procedures.
Education
Bachelor of Arts - Leadership Program
Trinity Western University
12.2020
Skills
- Fluent communication skills in Mandarin, Cantonese, and English
- Strong interpersonal skills, with the ability to work effectively both independently and as part of a team
- Demonstrated ability to learn new knowledge continuously and efficiently
- Able to perform well under pressure, maintaining an optimistic attitude
Timeline
Banking Advisor
Royal Bank of Canada
10.2022 - 09.2024
Receptionist
Richmond Xiaolongkan Hotpot
08.2020 - 10.2022
Supervisor
Truedan (Jenjudan)-Kingsway
01.2019 - 09.2021
Bachelor of Arts - Leadership Program
Trinity Western University