Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Zhuanyao Jin

Summary

As a finance graduate from Fanshawe completing critical Canadian certifications (CSC, Retirement Planning, Tax Planning), I bring proven expertise in regulatory-compliant client solutions. At the same time, I completed my bachelor and master degrees in international business in the UK. I have sufficient theoretical knowledge in the areas of financial knowledge and cross-cultural skills. Seeking to join TD customer experience team, I aim to leverage my bilingual communication and CFP-path knowledge to empower clients’ financial well-being. My goal: Progress from frontline service to a Certified Financial Planner within 5 years, driving inclusive wealth growth for Canadian households.

Overview

2
2
years of professional experience

Work History

Retail Worker

Gute Hardware Decoration Materials Co., Ltd.
01.2024 - 10.2024
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Collaborated with team members to execute store promotions and sales events, driving revenue growth.
  • Resolved customer issues promptly and professionally, ensuring their continued loyalty to the brand.
  • Greeted customers, helped locate merchandise, and suggested suitable options.

Marketing Assistant

Yada Hardware Wholesale
01.2023 - 12.2023
  • Managed campaigns for various clients that consistently exceeded sales goals.
  • Conducted primary and secondary research to better understand customer needs and behaviors.
  • Collaborated with cross-functional teams to develop and implement market research strategies.
  • Assisted in planning and implementation of loyalty programs, fostering stronger customer relationships and repeat business.

Education

Graduate Certificate - Financial Services

Fanshawe College
London, ON
09-2026

Master of Science - International Business

University of Leeds
Leeds,UK
07-2022

Bachelor of Arts - International Trade And Business

The University of Huddersfield
Huddersfield,UK
07-2021

Skills

  • Customer service
  • Patience and empathy
  • Critical thinking
  • Organization and time management
  • Teamwork and collaboration
  • Financial knowledge
  • Data analysis(Word,Excel)

Languages

English
Professional Working
Chinese (Mandarin)
Native or Bilingual

Timeline

Retail Worker

Gute Hardware Decoration Materials Co., Ltd.
01.2024 - 10.2024

Marketing Assistant

Yada Hardware Wholesale
01.2023 - 12.2023

Graduate Certificate - Financial Services

Fanshawe College

Master of Science - International Business

University of Leeds

Bachelor of Arts - International Trade And Business

The University of Huddersfield
Zhuanyao Jin