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 maintenance •Supported business objectives by identifying opportunities, high net worth… Show more •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 maintenance •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 relationships•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 tools (e.g. MyGPS) •Demonstrated systematic administrative capabilities in bulk account opening and maintenance. Leveraged expertise in wealth products to ensure clients benefit from tax-efficient products (e.g., TFSA, Trusts, IPP, RESP, Spousal Loan) Show less

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 Advice)▪ 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 ▪ 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 Advice)▪ 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 financial solutions▪ 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 Finance lending)▪ Provided commentaries for quarterly variations… Show more ▪ 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 Finance lending)▪ 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