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Jeff He, PFP®

Jeff he, pfp®

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location of Jeff He, PFP®Markham, Ontario, Canada
Phone number of Jeff He, PFP®View Mobile No.
Followers of Jeff He, PFP®420 followers

  • Timeline

  • About me

    Senior Financial Planner at RBC Royal Bank of Canada

  • Education

    • University of louisiana at monroe

      2011 - 2016
      Bachelor’s degree risk management and insurance

      Activities and Societies: • Insurance Professional Society (member) • ULM Wesley Foundation (member) • International Student Association (member)

  • Experience

    • Expedia cruiseshipcenters

      Aug 2016 - Dec 2017
      Cruise consultant

      • Primarily selling cruise products • Giving reliable advices to customers• Finding the best product that fit customer’s need• Resolving customer’s complaints via phone, email or face to face• Promoting cruise deals via email marketing, personalized website and other advertising media• Maintaining customer database and building strong relationship with customers

    • National bank of canada

      Apr 2017 - Jan 2018
      Customer service representative

    • Hsbc

      Feb 2018 - Nov 2024

      • Senior Premier Relationship Manager

        Jul 2021 - Nov 2024

      • Premier Relationship Manager

        Sept 2019 - Jul 2021

      • Premium Banker

        Feb 2018 - Sept 2019

    • Rbc

      Nov 2024 - now
      Senior financial planner

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Jeff He, PFP®
      Circle of Excellence Award 2022 (COE) HSBC Canada Feb 2023
    • Awarded to Jeff He, PFP®
      Annual Lion Award 2022 HSBC Canada Dec 2022
    • Awarded to Jeff He, PFP®
      Global Circle of Excellence 2020 HSBC Apr 2021
    • Awarded to Jeff He, PFP®
      Annual Lion Award of 2020 HSBC CANADA Dec 2020
    • Awarded to Jeff He, PFP®
      Annual Lion Award 2018 HSBC BANK CANADA 2018