Charles Wong

Trainee

587 followers

Richmond, British Columbia, Canada

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Timeline
About me
TD
Education
- UBC Sauder School of Business
  -
  Bachelor of Commerce - BCom Finance
Experience
- N.CH Entertainment
  Feb 2018 - Dec 2018
  Trainee
  Contracted under a Korean Entertainment Agency and underwent 14 hour days of training for performance arts
- Chatime Canada
  Jan 2019 - Dec 2019
  Assistant Store Manager
- Compound Music Vancouver
  Mar 2019 - Jun 2022
  Assistant Mixing Engineer
  Credits: Tory Lanez, Pressa Armani, Lexie Liu
- Tea Monarch
  Jan 2020 - Dec 2021
  Operations Manager
- National Strength and Conditioning Association (NSCA)
  Feb 2023 - now
  Certified Personal Trainer (NSCA-CPT)
- TD
  Apr 2023 - now
  - Achieved top 1.3% ranking CEAs in region (12 out of 874 individuals) through competitive growth score, referrals and LEI reviews- Achieved and maintained an LEI of 88%- Achieved a record Q3 growth score of 1015.4%- Referred high value clients of over 500,000 in liquid assets to financial planners- Granted Secure Desk Operator qualification to handle foreign currency, precious metals as well as branch opening and closing procedures through attention to detail and organizational skills Show less
  - Personal Banking Advisor
    Dec 2023 - now
  - SDO
    Aug 2023 - Dec 2023
  - Customer Experience Associate
    Apr 2023 - Dec 2023
Licenses & Certifications
- Advanced Investment Strategies (AIS®)
  Canadian Securities Institute
  Jul 2024
  View certificate
- Certificate in Advanced Financial Advice (CAFA®)
  Canadian Securities Institute
  Apr 2024
  View certificate
- Certificate in Advanced Investment Advice (CAIA®)
  Canadian Securities Institute
  Jul 2024
  View certificate
- Wealth Management Essentials (WME®)
  Canadian Securities Institute
  Apr 2024
  View certificate
- Conduct and Practices (CPH®)
  Canadian Securities Institute
  May 2024
  View certificate
- Certificate in Technical Analysis (CITA®)
  Canadian Securities Institute
  Jan 2024
  View certificate
- Certificate in Financial Services Advice (CFSA®)
  Canadian Securities Institute
  Nov 2023
  View certificate
- Personal Lending and Mortgages (PLM®)
  Canadian Securities Institute
  Nov 2023
- Canadian Securities Course (CSC®)
  Canadian Securities Institute
  Oct 2023
  View certificate
- Financial Planning I
  Canadian Securities Institute
  Nov 2023
- Certificate in Personal Banking (CPB®)
  Canadian Securities Institute
  Nov 2023
  View certificate
- Personal Financial Services Advice (PFSA)
  Canadian Securities Institute
  Oct 2023
- Investment Funds in Canada (IFC®)
  Canadian Securities Institute
  May 2023
  View certificate
- Certified Personal Trainer (NSCA-CPT)
  National Strength and Conditioning Association (NSCA)
  Feb 2023
- Bloomberg Market Concepts
  Bloomberg
  Mar 2021
  View certificate
- CPR & AED LEVEL C
  Vancouver First Aid
  Feb 2023