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Fiona Lu Email & Phone Number
Business Analyst
at
TD
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Who is Fiona Lu? Overview
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Quick answer
Fiona Lu is listed as Business Analyst at TD, a company with 1 employees, based in London, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Fiona Lu.
Fiona Lu previously worked as Financial Advisor at Td and Banking Advisor at Rbc. Fiona Lu holds Master'S Degree, International Business from Queen'S University.
Company email context
Email format at TD
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TD
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Profile bio
About Fiona Lu
An enthusiastic, professional, and warm caring person, who always tries to do the best to serve and answer clients’ concerns and questions. I am always excited and energetic about learning new things and ready to take new challenges at work and life.
Listed skills include Financial Accounting.
Current workplace
Fiona Lu's current company
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9 roles
Fiona Lu work experience
A career timeline built from the work history available for this profile.
Business Analyst
Current
Apr 2022 - Present
Financial Advisor
-Provide in depth advice to clients regards new mortgage and home equity lending. -Offer clients customized investment advices for long term saving plan. -Help clients with their day to day banking needs and promote digitalization. -Build new connection with clients through proactive calling and personal network and maintain long term relationship with.
Jan 2020 - Apr 2022
Banking Advisor
-Nominated as RBC Year 2019 Quarter 2 “Rookie of the Quarter”-Provide tailored financial advice to clients, including investment, loans, home equity financing. -Form amazing partnership with Investment Retirement Planner, Financial Planner, Mortgage Specialist, and Small Business Advisor to provide clients the best banking services in every single element.
Dec 2018 - Jan 2020
Client Advisor
-Proactively engage with clients and deliver an outstanding and professional financial service experience. -Identify opportunities for financial investment advices, solutions, digital enablement and investment partner referrals. -Contribute to 60% of the team volume results by referring clients to the appropriate financial advisor, mortgage specialist and.
Dec 2017 - Dec 2018
Sale Associate
- Provided client with product selection knowledge and delivered professional customer experience. -Proactively reached out to client about the store newly promotions and activities. -Successfully organized and run the Family Day event, and signed up nearly 100 new clients to become part of the Softmoc family. -Contributed 13% and 9% increase to sales and.
Aug 2017 - Dec 2017
Market Investigator
Zhongrui Culture & Education Exchange Co., Ltd
-Researched company's projects to identify and classify ideal focus groups to created a recruitment strategy and best practices guide -Planned and organized the marketing research -Gathered insights, synthesized and summarized the key insights to the report; and presented to the company's board of directors
May 2016 - Aug 2016
Administrative Assistant
-Handled telephone and in person inquiries in a professional manner -Kept accurate and confidential student academic records, assisting counselors in monitoring performance -Performed office admin functions, such as organizing and photocopying essential documents and delivering mail
May 2014 - Sep 2014
Financial Service Representative
Zhengbang Industrial Investment Co., Ltd,
-Proactively engage with clients and provide valuable service experience -Solved customers' concerns and disputes with agility in a professional manner-Offered customers necessary suggestions in selecting the best suited plan to build an amazing service experience -Served customers in an efficient manner demonstrating a friendly, enthusiastic and.
May 2013 - Aug 2013
Team & coworkers
Colleagues at TD
Other employees you can reach at td.com. View company contacts for 1 employees →
DC
Derek Castell
Colleague at Td
Hamilton, Ontario, Canada, Canada
View →
JK
Jaclyn Kustra
Colleague at Td
Gwynedd Valley, Pennsylvania, United States, United States
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LM
Laura Maggi-Friedman
Colleague at Td
Spring Lake, New Jersey, United States, United States
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KK
Kulwant Kaur
Colleague at Td
Calgary, Alberta, Canada, Canada
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MS
Mohit Saxena
Colleague at Td
Mississauga, Ontario, Canada, Canada
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IS
Ina Shehu
Colleague at Td
Canada, Canada
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GW
Graham Warner
Colleague at Td
Canada, Canada
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AW
Amy Wong
Colleague at Td
Canada, Canada
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RM
Ryder Mckay
Colleague at Td
Toronto, Ontario, Canada, Canada
View →
YB
Yuhan Bai
Colleague at Td
Greater Montreal Metropolitan Area, Canada
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Derek Castell
Colleague at Td
Hamilton, Ontario, Canada, Canada
View →
JK
Jaclyn Kustra
Colleague at Td
Gwynedd Valley, Pennsylvania, United States, United States
View →
LM
Laura Maggi-Friedman
Colleague at Td
Spring Lake, New Jersey, United States, United States
View →
KK
Kulwant Kaur
Colleague at Td
Calgary, Alberta, Canada, Canada
View →
MS
Mohit Saxena
Colleague at Td
Mississauga, Ontario, Canada, Canada
View →
IS
Ina Shehu
Colleague at Td
Canada, Canada
View →
GW
Graham Warner
Colleague at Td
Canada, Canada
View →
AW
Amy Wong
Colleague at Td
Canada, Canada
View →
RM
Ryder Mckay
Colleague at Td
Toronto, Ontario, Canada, Canada
View →
YB
Yuhan Bai
Colleague at Td
Greater Montreal Metropolitan Area, Canada
View →
3 education records
Fiona Lu education
Master'S Degree, International Business
Master'S Degree, International Business
Bachelor Of Management And Organizational Studies Degree, Honor In Accounting
FAQ
Frequently asked questions about Fiona Lu
Quick answers generated from the profile data available on this page.
What company does Fiona Lu work for?
Fiona Lu works for TD.
What is Fiona Lu's role at TD?
Fiona Lu is listed as Business Analyst at TD.
Where is Fiona Lu based?
Fiona Lu is based in London, Ontario, Canada while working with TD.
What companies has Fiona Lu worked for?
Fiona Lu has worked for Td, Rbc, Softmoc, Zhongrui Culture & Education Exchange Co., Ltd, and Western University.
Who are Fiona Lu's colleagues at TD?
Fiona Lu's colleagues at TD include Derek Castell, Jaclyn Kustra, Laura Maggi-Friedman, Kulwant Kaur, and Mohit Saxena.
How can I contact Fiona Lu?
You can use AeroLeads to view verified contact signals for Fiona Lu at TD, including work email, phone, and LinkedIn data when available.
What schools did Fiona Lu attend?
Fiona Lu holds Master'S Degree, International Business from Queen'S University.
What skills is Fiona Lu known for?
Fiona Lu is listed with skills including Financial Accounting.
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