Wanli (Emily) Yang Email & Phone Number

Toronto, Ontario, Canada

• Managed AUM of 300+MM for two IA teams with distinct management styles, various client compositions, exceeding client expectations and proactively handling inquiries and post-meeting tasks
• Onboarded a Competitive Hire IA for 90+ MM AUM and led a comprehensive PIM transition project for 80+MM AUM, converting a transactional business into a fee-based discretionary program, alongside daily household.
• Supported business objectives by identifying opportunities, high net worth… Show more
• Supported business objectives by identifying opportunities, high net worth clients/prospects, that optimize profitability. Collaborated and liaised with internal teams to execute strategies and help IA establish strong.
• Executed trades for equities, mutual funds, ETF, fixed-income products with a focus on accuracy and performance
• Assisted IA in analyzing financial information to develop and deliver professional and tailor-made advice to clients, aligning with their life goals. Presented dynamic wealth analysis using in-house financial planning.

Toronto, Ontario, Canada

• Quarterly TD Merit & Star Award winner and TD Wellness Ambassador
• Contributed towards team’s performance for over 190% by identifying creative sales opportunities and creating efficient referrals to appropriate internal bank partners (e.g. Financial planner and Private Investment.
• Achieved 90% average LEI rating for every client interaction (e.g. KYC, trading) and established solid client relationships by going above and beyond their initial needs and providing professional… Show more
• Achieved 90% average LEI rating for every client interaction (e.g. KYC, trading) and established solid client relationships by going above and beyond their initial needs and providing professional and personal.
• Followed up with clients and partners on a daily basis to ensure requests were handled properly with good FCR records
• Supported teammates by maximizing individual productivity and enhancing due diligence to assure transaction accuracy Show less

155 Wellington Street West, Toronto, ON

• Actively monitored economic trends and publications to support Macroeconomic scenario weights and severity recommendations, including analytics of monthly oil reports from International Energy Agency and OPEC
• Generated delinquency migration tables and summarized transformations of macroeconomic variables for projecting the expected credit loss of IFRS 9 retail portfolios (e.g. Credit Cards, Royal Credit Line, HEF, Auto.
• Provided commentaries for quarterly variations… Show more
• Provided commentaries for quarterly variations of Provision for Credit Losses, Allowance for Credit Losses, and Gross Impaired Loans to support Supplementary Financial Information table
• Acquired proficiency in IFRS 9 framework and its application to the credit loss provisioning of performing loans Show less

Toronto, Ontario, Canada

1635 Avenue Road, Toronto ON

• Achieved the highest Likelihood to Recommend survey rating from providing first class customer services and individualizing recommendations of investment products for clients
• Built a comprehensive understanding of P&CB products through weekly job shadowing and CLP webinar learning
• Demonstrated proven interpersonal communication and problem-solving skills in retaining high-value partners and enhanced accountability in team collaboration

245 Eglinton Avenue East Toronto ON, Canada

• Assisted in developing and publishing the DAM system, catalogued metadata for around 500 storytelling assets
• Helped in creating the bi-weekly newsletter and organizing pilot meetings
• Conducted and visualized system usage trend analysis in the mid-term report using Excel based waterfall charts

Edmonton, Canada Area

• Managed and provided support to professional teaching and preparation of handouts
• Led tutorial classes on fiscal and monetary policies
• Guided 70+ students in completing assignments and team projects
• Supervised and graded students’ examinations
• Gained graduate scholarship by keeping outstanding performance

Halifax, Canada Area

• Organized Kick-Off Event for the Department of Economics working with other partners
• Assisted mentees in completing admission procedures and course registrations
• Initiated and maintained contact weekly with mentees for solving daily and academic concerns
• Planned and attended social/cultural events together
• Developed personal qualities and service-learning skill for future career

Heze, Shandong, China

• Two inconsecutive holidaysJul. 2014 – Aug. 2014 & Jan. 2015 – Feb. 2015
• Performed administrative tasks and completed primary training
• Collected and processed data with MS Excel, and edited analytical reports by MS Word
• Assisted supervisor with the credit analysis in the risk assessment project for a real estate company
• Estimated the revenue of enterprise using Value at Risk model under instructions

Master'S Degree, Economics

Bachelor'S Degree (Honours), Economics, 3.8/4.3

Bachelor'S Degree, Economics, 3.5/4.0