Yingying Weng

About the Candidate

YINGYING WENG
226 Ketchikan cres, Ottawa, Ontario. K2T 0S3
Cell: (613)2031722 Email: yingyingweng511@gmail.com
OBJECTIVE
Seeking a position in Federal Government.
SUMMARY OF QUALIFICATIONS
 Certified Financial Planner (CFP) since 2012.
 Certified Investment Funds in Canada (IFC) since 2019.
 Over 15 years’ experience working in a financial institution.
 Strong customer service and communication skills.
 In fiscal year 2020, won the first place of managed funds in Ottawa (top 5% in Canada) in CIBC, and obtained the highest performance evaluation (exceptional).
EDUCATION
Ningbo University Bachelor of Arts in English
WORK EXPERIENCE
The Bank of Nova Scotia Senior Financial Advisor
 Provide all kinds of financial services to client.
 Use financial planning tools to support the solutions provided.
Canadian Imperial Bank of Commerce Financial Services Representative
 Provide personalized financial advice to meet client’s short- term and long-term
Ningbo, China 09/2002 – 06/2006
Ottawa, Canada 01/2022- Present
financial goals.
 Use financial planning tools to support the solutions provided.
 Provide customer services via service desk, phone and email.
Agricultural Bank of China
Assistant Branch Manager and Coach 08/2016-10/2018
 Supervise daily branch customer service.
 Handle customer complaints and complex customer issues.
 Organize VIP customer events, travel and financial seminars.
Ningbo, China
Ottawa, Canada 04/2019- 01/2022

 Help HR department to train employees’ financial knowledge, marketing skills and service etiquette.
Financial advisor 11/2009 – 08/2016
 Deliver the banking service to clients and help clients with different banking needs.
 Work closely with team members to build and maintain good relationships with
customers.
Customer Service Representative 05/2007 – 11/2009
 Help customers process financial transactions, such as withdrawals, deposits and
bill payments.
 Understand customer needs, recommend solutions or refer them to the appropriate colleagues.
TianLu Imp & Exp Co Ltd. Ningbo, China Sales Representative 07/2006 – 05/2007
 Looking for potential clients in a variety of ways, including Internet and exhibitions.
 Search for the most competitive product manufacturers.
AWARDS
2012-2018 Excellent Trainer of Agricultural Bank of China Ningbo Branch.
2017 Gold Medal Trainer of Agricultural Bank of China.
2015 Excellent Retail Business Staff of Agricultural Bank of China.
2013 First place of the Speech Contest of Agricultural Bank of China Ningbo Branch.