Ruoning Guo

Experience

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  Hongyuan Futures Co., Ltd.

  May 2019 - Aug 2019

  Sales Associate

  - Presented industry report for overseas commodity trading which helped increase understanding of the futures industry- Refined past documents and made a comprehensive functional operation of the department- Analyzed trading data of the world’s top exchanges by extensively utilizing Excel, PowerPoint, Word and Bloomberg- Managed in the preparation of documents for oversea business partners, knowing the compliance requirements of enterprises

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  ETC Investment Group

  May 2020 - Aug 2022

  Academic Researcher

  Conduct equity market analysis, macro trends, and fundamental analysis

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  Shanghai Hesheng Commercial Development Co., Ltd.

  Jun 2021 - Sept 2021

  Sales Associate
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  CIBC

  Aug 2022 - Apr 2023

  Financial Services Associate

  - This position needs me to solve problems with Financial Advisors as a partner, with the control of pressure in a fast-paced branch- I think this is a great chance for me since when I was studying at the University of Toronto, I had several situations where I had to come up with a solution to some problem or another within a very limited time frame.- This position also needs me to help high-value clients secure their futures and set up their businesses. I need to provide administrative and client support to seek business growth opportunities. My daily routine as an FSA involves partner with Financial Advisors to help high value clients secure their futures and set up their businesses. I will provide administrative and client support and create strong working relationships. • Client engagement - Leverage your knowledge of cash, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals.• Problem solving - Listen, ask questions. Act like an owner by taking accountability for client issues and know when to lean on others to find solutions.• Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities. Also I will be flexible to work hours in evenings and weekends to help deliver a great client experience, also may work at multiple banking centers. Show less

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  World Financial Group (WFG)

  Aug 2023 - now

  Finance Broker