Zehao Li
Delta,BC
Summary
Dynamic and results-driven Financial Advisor with a proven track record at Crius Financial Services, adept in investment advice and relationship management. Leveraged sales expertise and data visualization skills to enhance client portfolios and achieve financial goals. Excelled in managing risk and fostering client loyalty through personalized service and strategic financial planning.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Crius Financial Services
01.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Social Media Content Creator
Self-employeed
01.2024 - Current
- Managed content across multiple platforms for widest audience reach.
- Scheduled regular postings using social media management tools, ensuring a steady stream of fresh content for followers'' consumption.
- Managed social media accounts, ensuring timely responses to comments and messages from the community.
- Manage accounts with over 4000 followers
Day Trader
Self-employeed
01.2020 - Current
- Participated in ongoing professional development to stay abreast of industry changes and maintain competitive edge.
- Balanced short-term day trading activities with longer-term investing opportunities when appropriate.
- Managed risk effectively using proper position sizing techniques relative to account equity size.
Education
Associate of Arts - Economics
University of Toronto
Toronto, ON07.2023
Bachelor of Science - Statistics
University of Toronto
Toronto, ON06.2023
Skills
- Sales expertise
- Investment advice
- Relationship building and management
- Data Visualization and Presentations
- Video Editing
- Customer Service
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Certification
Life Licence Qualification Program (LLQP) Certificat- SAS programmer-base
Timeline
Financial Advisor
Crius Financial Services
01.2024 - Current
Social Media Content Creator
Self-employeed
01.2024 - Current
Day Trader
Self-employeed
01.2020 - Current
Associate of Arts - Economics
University of Toronto
Bachelor of Science - Statistics
University of Toronto
Life Licence Qualification Program (LLQP) Certificat- SAS programmer-base
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