Zoe Liang
RICHMOND HILL
Summary
Highly motivated and experienced problem solver with positive attitude and eager to learn. Excellent critical thinking, organizational skills and able to meet tight deadlines. Proficient speaking and writing in English and Chinese (mandarin). Seeking to secure a full-time and permanent job position to contribute my skills and passion within TD Securities.
Overview
6
6
years of professional experience
Work History
Licensed Investment Representative
TD Direct Investing
09.2023 - Current
- Provided exceptional customer service, resolving issues promptly and professionally.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Handled sensitive client information securely in accordance with company policies and industry standards.
- Expanded business by nurturing existing relationships while consistently prospecting for new opportunities.
Wealth Operations Officer
TD Wealth Management
02.2022 - 09.2023
- Used excellent verbal skills to engage partners in conversation and effectively determine needs and requirements.
- Provide procedure guidance, deficiency resolution and SLAs to support business operating on a high-efficient basis
- Participate on team building, join the CDP Committee to work on colleagues' career path building.
- Being knowledgeable to perform great job and keep working hard on learning and improvement.
Administrative Specialist
World Financial Group, VIP Office
08.2018 - 10.2021
- Helped clients with their Register plans as RRSP, RESP and TFSA and made transactions. Provided financial analysis and monitored performance.
- Attended seminars of Investment Companies like Fidelity and Franklin Templeton, learned and recorded for company's further training needs.
- Overseeing hiring, training, and professional financial plans, conducting investment research and completing trades and transactions on segregated fund.
- Maintained good relationship with product providers, remain connection with product managers from different financial companies such as IA Financial Group and Equitable Life of Canada.
Education
Conduct And Practices Handbook Course (CPH)
04-2024
Canadian Securities Course (CSC)
03-2024
LLQP Licensed
01.2019
Bachelor of Management And Organizational Studies - Specialization in Finance
University of Western Ontario
London, Ontario06.2018
Skills
- Proficient in Microsoft Office, Microsoft Access
- Communication Skills
- Faster Learner and Critical Thinker
- Strong analytical and problem solving skills
- Super organized
- Client and Colleague Relationship
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Licensed Investment Representative
TD Direct Investing
09.2023 - Current
Wealth Operations Officer
TD Wealth Management
02.2022 - 09.2023
Administrative Specialist
World Financial Group, VIP Office
08.2018 - 10.2021
Conduct And Practices Handbook Course (CPH)
Canadian Securities Course (CSC)
LLQP Licensed
Bachelor of Management And Organizational Studies - Specialization in Finance
University of Western Ontario
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