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Xiaoting Wang Email & Phone Number

Financial plannner Investment and retirement planning at Scotiabank
Location: Montreal, Quebec, Canada 6 work roles 1 school
1 work email found @bmo.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email x****@bmo.com
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Current company
Role
Financial plannner Investment and retirement planning
Location
Montreal, Quebec, Canada
Company size

Who is Xiaoting Wang? Overview

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Quick answer

Xiaoting Wang is listed as Financial plannner Investment and retirement planning at Scotiabank, a with 62849 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Xiaoting Wang.

Xiaoting Wang previously worked as Manager Personal Financial Services at Td and Senior Personal Banker at Bmo Financial Group. Xiaoting Wang holds Bachelor’S Degree, Specialist In Commerce And Finance Major In Economics, Rotman School Of Management, A from University Of Toronto.

Company email context

Email format at Scotiabank

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{first}.{last}@bmo.com
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AeroLeads found 1 current-domain work email signal for Xiaoting Wang. Compare company email patterns before reaching out.

Profile bio

About Xiaoting Wang

Strong-willed and highly self-motivated financial advisor, Top performer,outstanding sales result ,ability to deliver exceptional services , provide suitable solutions to help customers to achieve their financial goal.Specializes in teamwork and coordination. Appreciates challenges, quick learner ,high pressure deadlines. Also just plain fun to be with. Year of 2020 ,ranking 3rd place in mutual fund selling in West Island market , 6th in Quebec , top 100 in Canada .

Listed skills include Team Coordination, Management, Financial Advisory, Microsoft Office, and 11 others.

Current workplace

Xiaoting Wang's current company

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Scotiabank
Scotiabank
Financial plannner Investment and retirement planning
toronto, ontario, canada
Website
Employees
62849
AeroLeads page
6 roles

Xiaoting Wang work experience

A career timeline built from the work history available for this profile.

Financial Plannner Investment And Retirement Planning

Current

Westmount, Quebec, Canada

Oct 2023 - Present

Manager Personal Financial Services

Td

Montreal, Quebec, Canada

Customer Service Consultant

Montreal, Quebec, Canada

-Commit to offering an outstanding customer service experience by connecting and building rapport with wide variety of customers-actively listen to customers ,ask the right questions,and offer solutions(service and products)which cater to customer needs-drive the sales of fido products and services by consistently meeting and exceeding individual sales target-be at ease working In a structured and goal-oriented environment (sales,call duration,quality,customer retention)-complete accurate transactions in an effective and precise manner with an attention to detail -adapt and deal effectively with a wide variety of situation and assist with complex customer issues by providing favorable solutions-take ownership to resolve issues from beginning to end and effectively resolve issues during the first contact -incorporate feedback on a regular basis, to improve personal and professional development

Oct 2016 - Nov 2018

Premier Relationahip Manager -High Net Worth Client

China

To achieve top one result and received the Top New Advisor award for the year 2012To identify and maintain relationships with current and prospective clientsTo identify potential high value customers , open bank account for premium customersTo provide excellent services to customers and ensure all enquiries and complaints are accurately and effectively to meet customer satisfaction.To complete sales tasks as assigned (premier account opening, deposits, mutual fund,insurance etc.) To proactively manage a portfolio of Premium clients, acquire new HSBC clients and upgrade existing clients through becoming the trusted financial advisor to them and regularly review to identify cross selling opportunities and embed client loyalty by meeting / fulfilling all their needs.To listen to customers to identify and understand their current and future financial needs, and present the right solution to meet those needs.To build effective relationships with clients to retain and develop sustainable relationships.To timely prepare submit daily/ weekly reports on sales statusTo support SBM in implementing Sales &Service plan for the department. Ensures the targets set under Sales &Service programs are met.To perform other branch operational duties such as account opening maintenance as assigned To train new hires on procedures to increase office efficiency and accuracy.To ensure compliance, operational and system controls in accordance with HSBC regulatory standards and government relations.

Mar 2008 - 2013
Team & coworkers

Colleagues at Scotiabank

Other employees you can reach at scotiabank.com. View company contacts for 62849 employees →

1 education record

Xiaoting Wang education

FAQ

Frequently asked questions about Xiaoting Wang

Quick answers generated from the profile data available on this page.

What company does Xiaoting Wang work for?

Xiaoting Wang works for Scotiabank.

What is Xiaoting Wang's role at Scotiabank?

Xiaoting Wang is listed as Financial plannner Investment and retirement planning at Scotiabank.

What is Xiaoting Wang's email address?

AeroLeads has found 1 work email signal at @bmo.com for Xiaoting Wang at Scotiabank.

Where is Xiaoting Wang based?

Xiaoting Wang is based in Montreal, Quebec, Canada while working with Scotiabank.

What companies has Xiaoting Wang worked for?

Xiaoting Wang has worked for Scotiabank, Td, Bmo Financial Group, Fido Mobile, and Hsbc.

Who are Xiaoting Wang's colleagues at Scotiabank?

Xiaoting Wang's colleagues at Scotiabank include Susana Nuñez Martínez, Leanne Kelly, Anita Robijn, Maria Gracia Canales Cueva, and Rodrigo Araya.

How can I contact Xiaoting Wang?

You can use AeroLeads to view verified contact signals for Xiaoting Wang at Scotiabank, including work email, phone, and LinkedIn data when available.

What schools did Xiaoting Wang attend?

Xiaoting Wang holds Bachelor’S Degree, Specialist In Commerce And Finance Major In Economics, Rotman School Of Management, A from University Of Toronto.

What skills is Xiaoting Wang known for?

Xiaoting Wang is listed with skills including Team Coordination, Management, Financial Advisory, Microsoft Office, Banking, Communication, Retail Banking, and Active Listening.

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