--My name is Vicky, and I am a Bachelor's of Arts-Economic at the Wilfrid Laurier University. Right now I working at Scotiabank as a financial advisor.Before that,I also worked at HSBC as a premium banker and CEA in TD. I have previously worked at Real One Realty as an administrative assistant. Preparing outside of work,I enjoy trying new restaurants around Toronto, exploring Canadian and US national parks, and be relaxed on the new environment!Feel free to reach out at vickywy92@gmail.com, let's chat soon!
-
Financial PlannerBmoToronto, On, Ca -
Financial AdvisorScotiabank Apr 2024 - Present -
Premium Banker汇丰 Jun 2023 - Apr 2024加拿大 安大略省 多伦多-Demonstrate sound understanding of HSBC products and services; articulating these to customer in an engaging and confident manner.-Effectively question and listen to customers, enabling to fully understand both new & existing customer’s financial circumstances and needs-Proactively drive referrals to Branch Specialist, Premier and Wealth colleagues, to ensure that the customer is provided with the best possible advice-Help customers to understand how they can flexibly use HSBC services through Internet Banking, phone Banking & self-service points, to meet their varying needs-Be proactive in building & creating a customer base through the use of Customer Contact Lists, referrals & walk-ins-As a mutual fund advisor proactively listen to client to make sure fully understand client situation and provide the suitable wealth management advice to client to help client achieve their financial goal- provide assistant with client’s lending request, not limit to payment frequency change, amortization change, lump sum payment, renew and refinance -
Customer Experience AssociateTd Feb 2023 - Jun 2023Toronto, Ontario, Canada·Greet clients and complete KYC to ensure privacy and security reasons·Perform day-to-day transactions and duties assigned·Look for opportunities to increase business and meeting sales targets·Safe-guarding any personal information to ensure client's privacy and security·Provide excellent service by listening and understanding the client's needs·Educate the clients regarding the policies and queries related to the services provided·Take the responsibility to make sure the clients's needs and concerns are met·Actively participate in learning opportunities and trainings to keep oneself up-to date -
PlannerFristads Ab Jul 2020 - Oct 2022中国 浙江省 宁波•Develop supply plans based on current inventory position, supplier lead times, unconstrained open stock& promotional forecasts, supplier capacity, back order, etc•Resolve exceptions; collaborate with business partners in making trade-off that balance supply& demand; update, communicate& excite the agreed supply chain•Actively support the S&OP process; elevate unresolved supply planning issues provide insights on risks or opportunities presented•Establish collaborative relationships with multiple functions: Internal&external, suppliers, global planning& Affiliate management group, marketing, sales strategy, Project management, trade customization planning, Demand Planning, Customer service, Material Master, Distribution&Transportation, Quality Assurance, Finance, Sweden&Global counterparts•Present a weekly status report on projected on time performance & the available unit in future fiscal periods•Using SAP,M3, Portal to update order info, check and update master price and maintain all the data correctly for all the team -
Administrative AssistantRealty One Real Estate Sep 2017 - Sep 2018Richmond Hill, Ontario, Canada•Handling incoming calls,emails and walk-ins,answering general questions regarding current listing, coordinating showings use dot loops, and preparing flyers Using adobe photoshopAssisting in the preparation of comparative market analysis(CMAs) reports,listing Agreement, Data Forms, Agreement of purchase and sales, Amendments,Waivers etc using web forms, MLS•Preparing weekly market updates to clients using MLS search and cold calls to agents for feedback.visiting bank once a week to deposit the Chequers, maintain boardroom and meeting rooms, manage office suppliers, maintain and troubleshoot office peripherals, assistant managers for special pre-construction projects
Vicky W. Education Details
-
Applied Economics
Frequently Asked Questions about Vicky W.
What company does Vicky W. work for?
Vicky W. works for Bmo
What is Vicky W.'s role at the current company?
Vicky W.'s current role is Financial planner.
What schools did Vicky W. attend?
Vicky W. attended Wilfrid Laurier University.
Who are Vicky W.'s colleagues?
Vicky W.'s colleagues are Corstian Pannekoek, Raju Reddy, Ryan Kyu Kim, Lewis Marshak, Yuri Orel, Kavitha S, Z Z..
Not the Vicky W. you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial