Nicholas Wong
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Nicholas Wong Email & Phone Number

Branch Operations Manager at BMO Financial Group, Photographer at NWong Studios at Nwong Studios
Location: Aurora, Ontario, Canada 14 work roles 3 schools
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Current company
Role
Branch Operations Manager at BMO Financial Group, Photographer at NWong Studios
Location
Aurora, Ontario, Canada

Who is Nicholas Wong? Overview

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Quick answer

Nicholas Wong is listed as Branch Operations Manager at BMO Financial Group, Photographer at NWong Studios at Nwong Studios, based in Aurora, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Nicholas Wong.

Nicholas Wong previously worked as Photographer at Nwong Studios and Branch Operations Manager, Digital Investing at Bmo Financial Group. Nicholas Wong holds Certificate, Business Analyst from University Of Toronto.

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Email format at Nwong Studios

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Nwong Studios

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Profile bio

About Nicholas Wong

Nicholas Wong is a Branch Operations Manager at BMO Financial Group, Photographer at NWong Studios at Nwong Studios. He possess expertise in analysis, microsoft office, quality assurance, customer service, perl and 18 more skills. Colleagues describe him as "Nick Wong is a proactive and client centric individual who would make a great addition to any team. During the 2014 RRSP season, I had the pleasure to manage him as a temporary Investment Specialist. Nick quickly displayed his incredible ability to win clients over and proved to be a team player by regularly sharing best practises. Throughout this time period, he consistently wow’d clients with his exceptional gift to connect, understand and problem solve. Nick was a definite stand out… Show more" and "Nicholas is a very hard-working person. He is dedicated to his job and will ensure the very best service and outcome. I highly recommend him."

Listed skills include Analysis, Microsoft Office, Quality Assurance, Customer Service, and 19 others.

Current workplace

Nicholas Wong's current company

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Nwong Studios
Nwong Studios
Branch Operations Manager at BMO Financial Group, Photographer at NWong Studios
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14 roles

Nicholas Wong work experience

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

Photographer

Current
  • Self-employed photographer at www.nwongstudios.com
  • Specialized in weddings, birthdays, events, families
Oct 2018 - Present

Branch Operations Manager, Digital Investing

Current
  • Branch Operation Manager to the Digital Investing team (BMO SmartFolio & BMO adviceDirect)
  • Manage and perform ongoing risk assessments and compliance reviews to ensure breaches in compliance are eliminated and that risk controls are operating appropriately.
  • Identify and analyze factors which may affect risk mitigation within the branch and compliance with applicable regulatory requirements.
  • Prepare and complete accurate documentation of compliance monitoring and risk assessments, reporting all findings to the Branch Manager and Compliance
  • Ensure proper adherence to all aspects of First Principles, Our Code of Conduct and Ethics.
  • Ensure that Branch organization and delegation templates are in place and up to date
Feb 2019 - Present

Advisor, Digital Investing

Toronto, Ontario, Canada

  • Investment Advisor to BMO SmartFolio & BMO adviceDirect
  • Analysis of financial information and assisting with financial decisions to help clients plan for short and long term savings and investment goals.
  • Conduct personal consultations with prospects and clients, ensuring their pre and post onboarding experience is effortless.
Feb 2018 - Feb 2019

Senior Investment Specialist, Bmo Investorline

Toronto, Ontario, Canada

  • Team’s acting assistant manager during busy periods
  • Managing client’s expectations during escalation and resolved them within expected time frame
  • Participated in focus group and facilitate training for new software to other investment specialist
  • Facilitated new hires training sessions by providing leadership, sharing best practices and feedback as a backup learning facilitator
  • Assisted upper management to other various tasks and projects
Sep 2017 - Feb 2018

Investment Specialist, Bmo Investorline

Toronto, Ontario, Canada

  • Licensed as equity trader and option by CIRO & placed trades on behalf of clients
  • Provided exceptional customer service to high net worth clients as a backup for the 5 stars team & branch support
  • Consistently exceeding target key metrics such as sales, NPS, AHT, and other key drivers
  • Offered customized solutions to customer’s needs
  • Analyzed accounts to ensure they are within the buying power limits
  • Fostered relationship with BMO Financial Group partners by providing them support and answering inquiries
Aug 2015 - Sep 2017

Part-Time Assistant Manager

Toronto, Ontario, Canada

  • Supervise & provide training to the whole team; ensuring consistency of service and client satisfaction on every interaction
  • Provide continuous guidance through constructive feedback to colleagues for continuous improvement
  • Assist in the development and motivation of the spa team to increase retail sales and guest loyalty
  • Monitor operations to ensure compliance with applicable health, safety, and hygiene standard
  • Coordinate facility schedules to maximize usage and efficiency
  • Maintaining inventory level & order new supplies
Nov 2014 - Jun 2017

Marketing & Event Coordinator

Toronto, Ontario, Canada

  • Set up online ads campaigns with the given budget on multiple different channels, targeting specific audience groups
  • Digital marketing: Google Adwords, Facebook Ads, SEO/SEM, publisher/affiliate marketing, game portals/networks, PPC, CPM
  • Monitored Ad campaigns and analyzed their performances through the company’s internal system database
  • Drafted extensive marketing plans for new and upcoming online game titles
  • Organized promotional materials in order to maintain high customer/player base
  • Actively engaged in social network activities such as Facebook, YouTube and forum
Jan 2013 - Oct 2014

Private Home Tutor

Independent Private Home Tutor

Toronto, Ontario, Canada

  • Prepared and organized tutoring material tailored to each student
  • Tutored students in biology, chemistry, and math
  • Helped students develop study skills needed to succeed
Jul 2010 - Jun 2013

Product Development Research Asssociate

Toronto, Ontario, Canada

  • Oversee and performed quality assurance at the manufacturing facility
  • In-depth understanding with GMP & ISO 9001:2008 certified company
  • Understanding and knowing current process, process design & inorganic materials
  • Designed SOP & QA forms & trained QA
  • Tested samples for validation & collected all validation data
  • Analyzed data & devised methods for improvements
May 2012 - Nov 2012

Head Accountant'S Assistant

Nan'S Tax Service

Toronto, Ontario, Canada

  • Specialized in personal tax return with professional tax return program Cantax & ProFile
  • Maintained and organized database & files
  • Performed tax audit in securities, such as stocks & bonds
  • Compile and analyze financial information to prepare entries to accounts
  • Monitor and review accounting and related system reports for accuracy and completeness
  • Prepare and review budget, revenue, expense, payroll entries, invoices, and other accounting documents
Jan 2012 - May 2012

Shipper & Receiver

Agora Bookstore & Internet Cafe

Ottawa, Ontario, Canada

  • Received all goods and ensured they are entered in a timely manner
  • Ensured all orders are entered in an accurate manner according to specific requirements
  • Redirected shipment goods as required
  • Provided support and trained new team members
  • Provided professional quality service and sales to clients
  • Performed data manipulation, and analyzed reports periodically using KPIs
Aug 2006 - Apr 2010

Sales Agent

Ottawa, Ontario, Canada

  • Maintained and organized records of sales and service activities
  • Sought, recognized and acted upon sales/referrals opportunities to expand business relationships with clients
  • Distributed product literature and answered client inquires
  • Operated in multiple working relationships, partnerships and environments
May 2008 - Aug 2008

Market Research Specialist

Ottawa, Ontario, Canada

  • Conducted market research through telephone interviews for various prestigious companies in Canada & USA
  • Maintained the confidentiality of individuals interviewed
Jun 2007 - Jul 2007

Summer Program Teacher'S Aide

Hong Kong

  • Supported coworker by being flexible and taking initiatives
  • Prepared and organized course documents
  • Evaluated and advised students on their tests and homework
  • Maintained a comprehensive filing system of student files
Jun 2005 - Aug 2005
3 education records

Nicholas Wong education

FAQ

Frequently asked questions about Nicholas Wong

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

What company does Nicholas Wong work for?

Nicholas Wong works for Nwong Studios.

What is Nicholas Wong's role at Nwong Studios?

Nicholas Wong is listed as Branch Operations Manager at BMO Financial Group, Photographer at NWong Studios at Nwong Studios.

Where is Nicholas Wong based?

Nicholas Wong is based in Aurora, Ontario, Canada while working with Nwong Studios.

What companies has Nicholas Wong worked for?

Nicholas Wong has worked for Nwong Studios, Bmo Financial Group, Hand And Stone Massage And Facial Spa, Game Bridger Entertainment Ltd., and Independent Private Home Tutor.

How can I contact Nicholas Wong?

You can use AeroLeads to view verified contact signals for Nicholas Wong at Nwong Studios, including work email, phone, and LinkedIn data when available.

What schools did Nicholas Wong attend?

Nicholas Wong holds Certificate, Business Analyst from University Of Toronto.

What skills is Nicholas Wong known for?

Nicholas Wong is listed with skills including Analysis, Microsoft Office, Quality Assurance, Customer Service, Perl, Time Management, C, and Java.

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