Faye Wei, FRM, PMP

Experience

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  TD

  Apr 2015 - Apr 2018

  -- Provided strategic solution to financial planners by generating and analyzing financial data reports of clients with 1 million+ CAD net assets on regular basis. And assisted them successfully brought in 10 million+ CAD investments annual.--Monitored the work flow of financial planners to avoid the risk of illegal investments and money laundering. And cooperated closely with different departments, such as front office, trade team, legal team and other stakeholders, to ensure due diligence and internal controls are in place. --Participated in department activities regularly, including planning and organizing Annual Strategy Training Meeting, Implementing Asset Analysis and Recommendation Campaign, etc.. And coached new associate cohorts on topics such as high impact business development, cross-functional collaboration with partners, etc.. Show less -- Pro-actively provided clients valuable financial advices, and continuously achieved 4 million+ CAD new volume quarterly by performing financial functions inherent with multi-dimensional solutions, such as, mortgages, mutual funds, and so on.-- Cooperated with Small Business Team to successfully complete 5 financial investment projects of small and medium-sized enterprises. --Demonstrated leadership and crisis management skills by leading and participating in charity campaigns and branch events: Friends of the Environment Donation, and Children’s Miracle Network Donation. Show less

  • Associate Financial Planner，TD Wealth Management

    May 2016 - Apr 2018

  • Financial Advisor

    Apr 2015 - Apr 2016
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  Hidaca Canada

  Jun 2018 - May 2023

  Manager Venture Capital Business Operations

  • Conducting VC projects quantitative/qualitative analysis regarding market tendency and risk, financial statement, shareholder ownership structure, operation mode, and government policies, to ensure investment feasibility.• Monitored enterprise-wide compliance against risk appetite and regulatory, including predicting risk factors, minimize risk exposure and continuous optimizing multiple project implementation process with IT teams.• Created reporting of VC projects, industry& market risk measures, and credit risk exposures. Developed processes to improve quality control of risk system outputs and reporting.• Led, motivate and develop efficient work mechanism across department, to ensure stakeholder liaise closely with each other. Support project implementation and audit activities.• Implemented 6 VC project initiation, and facilitated analysis of all types of investment indicators to support investment/lending decisions of 16 MM CAD, which achieved 180% of goal. Show less

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  RBC Capital Markets

  May 2023 - now

  • Manager, Valuation

    Dec 2024 - now

  • Fixed Income Derivatives Operation Analyst

    May 2023 - Nov 2024