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Grad Resumes

  • Facilitator Information
  • Gaurav Nagpal
  • 403.410.3198

Candidate #660

Xiaolin

  • Financial Advisor/CSR
  • Bachelors Degree
  • Seeking Work Experience - Placed

PROFESSIONAL PROFILE

  • 6 years’ experience in financial services with extensive experience in customer relationship management.
  • Solid knowledge in investment analysis, retirement planning and financial management. A CFP® (Certified Financial Planner) professional (Granted by FPSB China council).
  • Consistently accomplished sales targets and increased assets by approximately 20% annually in my role as Financial Advisor.
  • Advanced proficiency in using bank software system (Panda, EBBS, IRM, Iflow, etc.), Financial Calculators and Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
  • Ability to speak read and write in English, Mandarin.
  • Canadian Language Benchmark Scores
  • TOWES Scores
  • Listen/Speak6/12
  • Reading7/12
  • Writing6/12
  • Reading Text3/5
  • Document Use2/5
  • Numeracy2/5