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Leo Liu MFin, PFP

Leo Liu MFin, PFP

Customer Service Representative

Followers of Leo Liu MFin, PFP855 followers
location of Leo Liu MFin, PFPMarkham, Ontario, Canada

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  • Timeline

  • About me

    Mortgage Specialist at CIBC

  • Education

    • University of Toronto - Rotman School of Management

      2009 - 2013
      Bachelor of Commerce (B.Com.) Specialized in Finance and Economics B+

      Activities and Societies: Chinese Undergraduate Association (CUA) of University of Toronto 2nd Place in Rotman Mergers & Acquisition Competition2nd Place in FORMS Investment Competition

    • Smith School of Business at Queen's University

      2016 - 2017
      Master's degree Finance, General

      Activities and Societies: Queen's University Alternative Assets Fund Portfolio Management Group

    • China Maple Leaf Educational Systems 中国枫叶教育集团

      2005 - 2008
      High School

  • Experience

    • Oriental Management Consulting Co. Ltd.

      Apr 2012 - Aug 2012
      Customer Service Representative

       Provided excellent day-to-day banking services and arranging important meetings with VIP clients  Promoted and ensured effective communication between companies, its service partners and customers

    • Oriental Management Consulting Co. Ltd

      Apr 2013 - Sept 2013
      Financial Services Representative

       Provided professional solutions to meet the diverse financial needs of both established and new customers  Built long-term business relationship with customers and updated their financial needs on regular basis Complete applications and close sales as part of customer interaction

    • Malatest International

      Oct 2013 - Nov 2013
      Infield Surveyor

      • Highly efficient in collecting 800 primary data/ day, and was accurate in analyzing completed surveys • Effectively communicated with clients to administer a survey regarding a person’s method of travel• Arranged allocation of co-workers based on passengers’ volume pattern at different stations and time

    • Kognitive Marketing

      Nov 2013 - Dec 2013
      Promotional Representative

      • Promoted Walmart MasterCard to individual within assigned territory using consultative selling techniques• Identified and qualified customer needs and quickly developed sales and negotiation strategies • Reached out to customers in need and built great rapport with customers in short time• Effectively controlled conversations which optimized business opportunities and reached beyond sales target

    • Telepoll Market Research Inc

      Nov 2013 - Mar 2014
      Telephone Interviewer

      • Built lasting customer relationship using interpersonal skills to complete products surveys on phone • Thrived in a fast paced environment and demonstrated multitasking skills in a competitive environment

    • CIBC

      Jul 2014 - May 2016

      • Engaged customers in complete, need based conversations to simplify the complex, understand clients’ need and guide them with the right options and solutions• Found the right financial solutions for everyone in retail banking, whether it is as small as opening bank accounts and applying for credit cards, or as important as choosing the right mortgage and investment to retire • Proactively contact customers by making out-bound calls from leads and multiple customer databases• Meet with Customer Service Representative to collaboratively look for opportunities to fill appointment calendar every week and meet with branch manager and lending advisor to discuss appointments and cross-referral opportunities Show less

      • Financial Services Representative

        Apr 2015 - May 2016

      • Customer Service Representative

        Jul 2014 - Mar 2015

    • Queen's University Alternative Assets Fund

      Jun 2016 - Oct 2017
      Risk Analyst

    • Queen's University

      Jun 2016 - Oct 2017
      Profolio Management Group Analyst

    • BMO Financial Group

      Jun 2018 - Apr 2019
      Personal Banker

      • Communicate with clients to learn about their needs and help them achieve their goals.• Providing professionals advice in financial planning, retirement planning, mortgages and business banking to ensure clients receive customized and targeted expert advice.• Leverage technology (iPad, Smartphone, Online banking and ATM) to deliver on client experience and drive sales and retention.

    • CIBC

      Apr 2019 - Dec 2020
      Financial Advisor - Imperial Service Direct

    • Scotiabank

      Dec 2020 - Jul 2022
      Senior Financial Advisor

    • BMO Private Wealth

      Jul 2022 - Jan 2024
      Private Banker

    • CIBC

      Jan 2025 - now
      Mortgage Advisor

  • Licenses & Certifications

    • CFA Level II Candidate

      CFA Institute

    • Conduct and Practices Handbook Course (CPH)

      Canadian Securities Institute (CSI)
      Feb 2014

    • Bloomberg Equity Trading Course

      Bloomberg LP
      Jul 2016

    • Personal Financial Service Advice (PFSA)

      Canadian Securities Institute (CSI)
      Jul 2013

    • Canadian Security Course (CSC)

      Canadian Securities Institute (CSI)
      Jul 2012