About the Candidate
Anqi(Angie) Shi
Email: anqi_shi@outlook.com
Tel: 819-955-1231
EXPERIENCE
Financial Service Specialist 08/2023-now
CIBC
· Advise clients on comprehensive financial planning, including day-to-day banking, investments, lending, and estate planning.
· Report daily through CRM ( client relationship management) to make sure the communications and activities are correct.
· Interprets and analyzes existing regulations and requirements and provides advice to insure ongoing compliance.
· Generated over 2 million in referrals to partners through effective relationship building.
Personal Banker/ former Financial Advisor 03/2022-07/2023
TD Canada Trust
· Advise clients on comprehensive financial planning, including day-to-day banking, investments, lending, and estate planning.
· Engage with clients on a personal level, ensuring meaningful interactions and tailored solutions.
· Cultivate a strong network to establish new client relationships and generate referrals.
· Achieved exceptional investment results, surpassing targets by 300% in one quarter.
· Generated over 2 million in referrals to partners through effective relationship building.
Financial Services Representative 03/2021-03/2022
CIBC
· Provided financial advice to clients, establishing relationships while meeting performance targets.
· Deeply understood the local market and potential client base to create effective sales plans.
· Leveraged a wide range of credit and investment solutions to deliver needs-based recommendations.t.
Customer service representative (part-time) 04/2020-02/2021
CIBC
· Processed financial transactions and offered personalized solutions to clients.
· Booked appointments with financial service representatives to ensure client needs were met.
· Delivered exceptional customer experiences and contributed to operational improvements.
Research assistant 09/2019-06/2020
University of Ottawa—sustaining knowledge commons project
· Collecting and resorting publisher information panel data using Excel and SPSS
· Collaborating with team members to manage our blogs and academic website
· Preparing team monthly meetings on budgeting, putting together member’s results and present achievements.
EDUCATION
University of Ottawa Ottawa, Canada
Master of Management, Finance 09/2018-10/2020
Huazhong Agricultural University Hubei, China
Bachelor of Management in College of Economics and Management 09/2014-06/2018
Agricultural and Forestry Economy Management GPA: 3.5/4.0
CETIFICATION & SKILLS
l Certified professional in MFDA(Ontario)
l Personal Financial Services Advice, Financial planning 1 complected with proficient in educational savings plans, financial advising, financial planning, financial services, goal planning, investment funds, lending, personal investments, residential mortgages, retirement planning, and retirement planning services.
l Strong computer skills: Microsoft Office (Word, Excel, PowerPoint), SPSS, Bloomberg terminal.
l Languages: English and Chinese
ACTIVITIES & AWARDS
l Deputy Director of Secretariat in Student Union
l Voluntary Work in Thailand
Title of “Merit Student”
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