Vincent (Yue) Zhao Email and Phone Number
As a financial advisor at Scotiabank, I help clients achieve their financial goals by providing tailored solutions and advice. I leverage my portfolio management expertise, acquired from my master's degree in finance from Saint Mary's University and my Canadian Securities Course and Investment Management Techniques certifications, to create and manage diversified and risk-adjusted portfolios for clients.I also bring to the table my project management and team leadership skills, honed from my previous role as a project manager at ENG Worldwide, where I oversaw multiple projects involving financial budgeting, reporting, forecasting, and debt collecting. I am an excellent communicator and professional service provider who fosters strong relationships with clients and stakeholders. I am motivated by learning new things and pursuing excellence in my field, and I aspire to become a Chartered Financial Analyst in the future.
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Portfolio Associate- Bmo Private Investment CouncilBmo Private WealthHalifax Regional Municipality, Ns, Ca -
Portfolio AssociateBmo Private Wealth Dec 2024 - PresentHalifax, Nova Scotia, Canada -
Erg Partner DirectorScotiabank Sep 2023 - Dec 2024Halifax, Nova Scotia, CanadaEmployee Resource Group. We aim to empower our community to make a positive impact and foster a more inclusive environment for all. As ERG Partner Director, I Establish and manage internal and external relationships in partnership with Diversity and Inclusion COE and work closely with the Communications and Learning Initiatives Directors. -
Financial AdvisorScotiabank Jan 2023 - Dec 2024Halifax, Nova Scotia, Canada• Manage a portfolio of ~600 clients focussing on deepening the client relationship• Take a proactive approach to discover customer needs and listen to understand what they are asking for• Educate customers by providing relevant insights and expert advice• Deliver a great client experience by providing holistic financial planning including tailored retirement, investment and succession planning• Developing, retaining and growing the branch business by delivering a positive customer experience (C-Pulse)• Effective use of Scotiabank tools related to Investments & Savings, Retirement, Day-to-Day Banking, Homeownership and Protection. -
Project ManagerEng Worldwide (Emirates Neon Group) Aug 2019 - Jun 2021Shanghai, China -
Project ManagerEng Worldwide (Emirates Neon Group) Aug 2019 - 2021
Vincent (Yue) Zhao Education Details
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Finance, General -
E-Commerce
Frequently Asked Questions about Vincent (Yue) Zhao
What company does Vincent (Yue) Zhao work for?
Vincent (Yue) Zhao works for Bmo Private Wealth
What is Vincent (Yue) Zhao's role at the current company?
Vincent (Yue) Zhao's current role is Portfolio Associate- BMO Private Investment Council.
What schools did Vincent (Yue) Zhao attend?
Vincent (Yue) Zhao attended Sobey School Of Business At Saint Mary's University, Shanghai Business School.
Who are Vincent (Yue) Zhao's colleagues?
Vincent (Yue) Zhao's colleagues are Priyanka Chauhan, Xiao Zhou, Paul Liu, Auntie Lois Lemieux, May Zhao, Anil M, Sumera A..
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Vincent Yue Zhao
Quality Assurance Officer; Laboratory Technician; Pharmaceutical And Food Industry;Australia -
Yue(Vincent) Zhao
Vp Of Cloud Core Network Product Lineat Huaweigm Of Cs&Ims Domain(Nfv/Cloudims/Cs/Sbc/Signaling)Shenzhen
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