Allan Zhao, Ma, Cfp®, Pfp®, Cim®
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Allan Zhao, Ma, Cfp®, Pfp®, Cim® Email & Phone Number

Investment and Wealth Advisor at RBC Dominion Securities
Location: Vancouver, British Columbia, Canada 6 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
RBC Dominion Securities
Role
Investment and Wealth Advisor
Location
Vancouver, British Columbia, Canada
Company size
5030 employees

Who is Allan Zhao, Ma, Cfp®, Pfp®, Cim®? Overview

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Allan Zhao, Ma, Cfp®, Pfp®, Cim® is listed as Investment and Wealth Advisor at RBC Dominion Securities, a with 5030 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Allan Zhao, Ma, Cfp®, Pfp®, Cim®.

Allan Zhao, Ma, Cfp®, Pfp®, Cim® previously worked as Investment Advisor at Rbc Dominion Securities and Senior Financial Advisor at Cibc. Allan Zhao, Ma, Cfp®, Pfp®, Cim® holds Bachelor'S Degree, Vancouver School Of Economics from The University Of British Columbia.

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Email format at RBC Dominion Securities

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RBC Dominion Securities

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Profile bio

About Allan Zhao, Ma, Cfp®, Pfp®, Cim®

I understand the fact that as an economist/analyst, I will be conducting analysis that are closely related to the formulation and to implement the Bank policy, financial systems, funds management and currency. I am also ready to do any research works that are within the areas of my specializations – Econometrics Analysis, Mathematical Economics, and Micro & Macro Economics. I am ready to accept any challenges – to analyze some complex economic issues and to take on some detailed analytical projects. My goal is to obtain a job that motivates myself such that I am able to apply my knowledge and past experience ideally in order to excel at the certain position. In other words, pressure and challenge are the two key elements that I am looking for.Specialties: I am also a very easygoing person, who would like to do team-works along with all others and expect to learn from one another. I feel very confident in developing positive working relationships with my team members by supporting team decisions. However, if there are some problems with the decisions they make, I would also like to point it out even under the pressure. Undoubtedly, teamwork is essential, but our independent thoughts are indispensable to the success of my career.

Current workplace

Allan Zhao, Ma, Cfp®, Pfp®, Cim®'s current company

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RBC Dominion Securities
Rbc Dominion Securities
Investment and Wealth Advisor
toronto, ontario, canada
Website
rbcds.com
Employees
5030
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6 roles

Allan Zhao, Ma, Cfp®, Pfp®, Cim® work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor

Cibc

6204 Fraser Street, Vancouver, Bc, V5W 3A1

Lending (Mortgage, PLC, Loan, ect.)Equity and Fixed Income Investments, Balanced Funds, Personal Portfolio Services, Imperial Investor Services, etc.(IIROC Licensed)Account Management( Personal Banking)Financial Planning & Advise (Tax, Retirement, Education, Estate, etc.)Portfolio & Wealth Management2018 Quarterly Achiever 2022 Quarterly Moment-Maker 2022 Imperial Club Member

May 2016 - Apr 2023

Financial Services Representative Ii

Cibc

1-8751 No.1 Road

I need to provide an exceptional experience for new and walk-in clients by using proven sales and service skills; do anything I can to understand and meet client needs and their objectives. I got to know how to plan business activities to meet weekly sales, service and referral targets for personal and small business clients. Answering phone calls to book appointments with clients to discuss their needs and to offer financial solutions is also a part of my duty. I am accountable for accurately capturing and validating clients’ personal and financial information, ensuring all documentation is completed in accordance with the policies and procedures. As a member of CIBC, I must demonstrate a strong code of ethics while adhering to and protecting client privacy.

Jul 2013 - May 2016

Customer Service Representative

Cibc

1- 8751 No.1 Road

I need to manage both private customers and business accounts by resolving all problems those come up to me. Make appropriate referrals to my colleagues whenever I observe the opportunity. Assisting the senior financial advisers such that we can accomplish clients' objectives and goals successfully and adequately. Maintaining the high standard of conduct and code of ethics is mandatory for me as I am representing CIBC.

May 2013 - Jul 2013

Teaching Assistant

University Of Waterloo

Waterloo, Ontario

I have been the Teaching Assistant for an under-graduate level course, while I am doing a MA-Economics at the University of Waterloo. The courses that I taught are Principle of Marketing and Consumer Economics and International Finance. My job was to use my professional knowledge in economics and finance in order to assist under-graduate students and help them to improve their understandings of the course. I also did most of the marketing of the marketing reports, proposals, assignments, and projects. It was a very valuable job because to teach is to learn again.

Sep 2011 - Jun 2012
Team & coworkers

Colleagues at RBC Dominion Securities

Other employees you can reach at rbcds.com. View company contacts for 5030 employees →

LL Lisa Lee, Cfp, Cim, Fcsi Lisa Lee, Cfp, Cim, Fcsi Colleague at Rbc Dominion SecuritiesCanada View → RM Rob Meredith Rob Meredith Colleague at Rbc Dominion SecuritiesOttawa, Ontario, Canada View → ST Stacey Te Boekhorst Stacey Te Boekhorst Colleague at Rbc Dominion SecuritiesOntario, Canada View → ML Marcus Liu Marcus Liu Colleague at Rbc Dominion SecuritiesMarkham, Ontario, Canada View → YZ Yj Zhu Yj Zhu Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada View → LR Lynne Rousseau Lynne Rousseau Colleague at Rbc Dominion SecuritiesPointe-Claire, Quebec, Canada View → DC Debbie Cowin Debbie Cowin Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada View → PF Pamela Fracasso Pamela Fracasso Colleague at Rbc Dominion SecuritiesMontreal, Quebec, Canada View → SH Scott Henderson,Mba,Cim Scott Henderson,Mba,Cim Colleague at Rbc Dominion SecuritiesCanada View → JB Justine Buron Justine Buron Colleague at Rbc Dominion SecuritiesCanada View →
2 education records

Allan Zhao, Ma, Cfp®, Pfp®, Cim® education

Master'S Degree, Mathematical Economics & Econometrics

University Of Waterloo

Activities and Societies: Teaching Assistant of Economics Department

FAQ

Frequently asked questions about Allan Zhao, Ma, Cfp®, Pfp®, Cim®

Quick answers generated from the profile data available on this page.

What company does Allan Zhao, Ma, Cfp®, Pfp®, Cim® work for?

Allan Zhao, Ma, Cfp®, Pfp®, Cim® works for RBC Dominion Securities.

What is Allan Zhao, Ma, Cfp®, Pfp®, Cim®'s role at RBC Dominion Securities?

Allan Zhao, Ma, Cfp®, Pfp®, Cim® is listed as Investment and Wealth Advisor at RBC Dominion Securities.

Where is Allan Zhao, Ma, Cfp®, Pfp®, Cim® based?

Allan Zhao, Ma, Cfp®, Pfp®, Cim® is based in Vancouver, British Columbia, Canada while working with RBC Dominion Securities.

What companies has Allan Zhao, Ma, Cfp®, Pfp®, Cim® worked for?

Allan Zhao, Ma, Cfp®, Pfp®, Cim® has worked for Rbc Dominion Securities, Cibc, and University Of Waterloo.

Who are Allan Zhao, Ma, Cfp®, Pfp®, Cim®'s colleagues at RBC Dominion Securities?

Allan Zhao, Ma, Cfp®, Pfp®, Cim®'s colleagues at RBC Dominion Securities include Lisa Lee, Cfp, Cim, Fcsi, Rob Meredith, Stacey Te Boekhorst, Marcus Liu, and Yj Zhu.

How can I contact Allan Zhao, Ma, Cfp®, Pfp®, Cim®?

You can use AeroLeads to view verified contact signals for Allan Zhao, Ma, Cfp®, Pfp®, Cim® at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.

What schools did Allan Zhao, Ma, Cfp®, Pfp®, Cim® attend?

Allan Zhao, Ma, Cfp®, Pfp®, Cim® holds Bachelor'S Degree, Vancouver School Of Economics from The University Of British Columbia.

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