Summer's Resume

1415-20 Chichester Place, Toronto, ON M1T 1G6 647.886.6606  yp324@hotmail.com

SUMMER YAN


CAREER OBJECTIVE:
Highly motivated and results-oriented professional with a diploma in financial services management and completion of the Canadian Securities Course is pursuing a position as CSR or any positions where acquired knowledge and expertise will be utilized through the following:
 Four years hands-on experience in financial advising and planning
 Strong working knowledge and understanding of financial markets (CSC)
 Expertise in identifying client needs and providing appropriate product and service solutions ensuring a superior level of customer service
 Proven track record of managing and building on an existing portfolio of clients by using sales and service techniques to achieve and exceed sales targets
 Able to prioritize and multitask to meet strict deadlines
 Superb communication skills; Fluent in English and Mandarin (understanding of Cantonese)
 Strong interpersonal, listening and rapport-building skills
 Accountable, self-motivated, adaptable, and confident team worker
 Able to work flexible hours including days, evenings and weekends

WORK EXPERIENCE

CENTRE FOR INFORMATION & COMMUNITY SERVICES (CICS) Present
Volunteer, Language Instruction for Newcomers (Sheppard Avenue Office)
 Translate for Mandarin speaking clients needing help with English service providers

HEAVENLY RESOURCES FINANCIAL INC., MARKHAM, ONTARIO 2005 to 2009
Financial Advisor
 Helped develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning
 Customized advisory services based on clients’ needs and objectives, credit requirements and risk tolerance
 Analyzed clients' financial records, set goals and develop a financial strategy
 Monitored portfolio to ensure its quality and profitability
 Communicated regularly with new and existing clients to identify needs-based solutions and fulfill each individual customer’s financial goals
 Updated and adjusted financial information for key clients when necessary
 Helped to expand business and attract new clients
 Performed daily administrative and clerical operations

PROFESSIONAL DEVELOPMENT

Financial Services Management Diploma Centennial College
Canadian Securities Course

References available upon request