anqi shi

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”