• Provided high quality account management services such as opening accounts, recommending investment products, loan facilities and etc.• Provided suitable recommendations on investment and financing products such as TFSA, Term Deposit, Mutual funds, line of credits, and etc• Increased customer satisfaction through in-depth knowledge of financial products and financial markets• Achieved 300% of the yearly sales target within 6 months of work and was awarded Quarterly Best Performer within 3 months of work

• Created long-term relationships with clients through follow ups and updates on customer information• Scheduled appointments with clients, understood client’s current investment needs and constraints and identified appropriate financial products for clients.• Increased sales through effective sales presentations and product knowledge