Xingjun Wang

Experience

• 

  Deloitte

  Jan 2020 - Apr 2020

  Assurance and Auditing Associate
• 

  Bank of China (Canada)

  Jun 2020 - Sept 2020

  Corporate Credit Analyst
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  University of calgary

  Sept 2021 - Apr 2022

  Teaching Assistant
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  TD

  Oct 2022 - now

  · Worked in partnership with Senior Financial Planners to increase their revenue, volume and structured managed products penetration within their current book of business over 500 million dollars worth of investment.· Responded to Financial Planner & client inquires in a professional and timely manner, Investigated, resolved and consulted on issues; provided viable solutions.· Adhered to all policies and procedures in order to meet obligations with respect to KYC, AML/ ATF, code of conduct and operational compliance.· Prioritized and managed workflow to ensure deadlines are met; being flexible and adaptable to changing demands.· Executed trades to buy, sell and switch mutual funds, which abided by client’s risk profile and instructions. Show less

  • Financial Planner

    Oct 2024 - now

  • Financial Planning Associate

    Oct 2022 - Sept 2024