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Michelle Zhang, PFP®

Michelle Zhang, PFP®

Followers of Michelle Zhang, PFP®119 followers
location of Michelle Zhang, PFP®Canada

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  • Timeline

  • About me

    Senior Financial Planner

  • Education

    • Massey University

      -
      Bachelor of Business Studies Finance

  • Experience

    • HSBC Bank Canada

      Aug 2014 - Mar 2024

      • Senior Premier Relationship Manager

        Oct 2023 - Mar 2024

      • Premier Relationship Manager

        Jan 2019 - Oct 2023

      • Sr. Premium Banker

        Jan 2018 - Dec 2018

      • Premium Banker

        Jan 2017 - Dec 2017

      • Personal Banker

        Aug 2014 - Dec 2016

    • RBC

      Apr 2024 - now

      • Senior Financial Planner

        Nov 2024 - now

      • Relationship manager planning specialist

        Apr 2024 - Oct 2024

  • Licenses & Certifications

    • CFA Level I

    • Registered Retirement Consultant

      The Canadian Institute of Financial Planners (CIFPs)

    • Personal Financial Planner

      Canadian Securities Institute
      May 2023

    • Canadian Securities Course

      Canadian Securities Institute (CSI)

  • Honors & Awards

    • Awarded to Michelle Zhang, PFP®
      Annual Lion Award 2017 HSBC Bank Canada
    • Awarded to Michelle Zhang, PFP®
      Annual Lion Award 2019 HSBC Bank Canada
    • Awarded to Michelle Zhang, PFP®
      Annual Lion Award 2021 HSBC Bank Canada