Zoe Liang

• Project Lead on FHSA transfer project function. Support cross-functional cases for TRAC resolution, GIC order review and RESP withdrawal.
• Maintained detailed records of working excel tracker, produced weekly/monthly Data report. Provided historical data and forecasting trend report to Mission Control team and any other related internal department.
• Appointed as Key contact person on Sprint Project by providing historical data and forecasting trend report to Mission Control team and any other related internal department.
• Handling escalation request from frontline agent including trading equity/GIC/Mutual fund/Fixed Income, account inquiry, investment knowledge...etc.

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• Provided exceptional customer service, account maintenance, resolving trading issues promptly and professionally.
• Handled sensitive client information securely in accordance with company policies and CIRO standards.
• Performed on TD wealth trading platform and worked effectively in fast-paced environments.

• Used excellent verbal skills to engage partners in conversation and effectively determine needs and requirements.
• Provide procedure guidance, deficiency resolution and handle escalation request to support business operating on a high-efficient basis.
• Participate on team building, CDP Committee Member to support CDP events and colleague career building pathway

• Overseeing hiring, training, and professional financial plans, conducting investment research and completing trades and transactions on segregated fund.
• Maintained good relationship with product providers from different financial companies such as IA Financial Group and Equitable Life of Canada.