Brandon Lin
Overview
5
5
years of professional experience
1
1
Certification
Work History
Invest By Phone Advisor
Royal Bank of Canada
11.2022 - 02.2024
- Conducted approximately 50 client consultations per week, achieving over 90% satisfaction rate by providing personalized investment strategies that aligned with clients' financial goals.
- Analyzed and evaluated client portfolios while being well-versed in the latest market trends, providing comprehensive information regarding mutual fund products and their performance.
- Proactively built and maintained strong client relationships by regularly engaging in open dialogues to understand their needs and concerns.
- Collaborated effectively with internal teams to ensure seamless service delivery and alignment of investment strategies, enhancing overall client satisfaction.
- Executed comprehensive investment consultations with clients over to assess their financial needs, goals, and risk tolerance, while providing expert guidance and personalized investment advice tailored to their unique circumstances and investment objectives; utilized advanced investment software and tools to meticulously analyze clients' portfolios, allowing for informed recommendations of suitable investment options that align with their overall financial strategies.
Accounting Service and Tax Return Specialist
Victoria Academy
06.2020 - 12.2020
- Responsible for analyzing current tax policies in relation to employees' tax documents to maximize tax returns. Oversaw the tax documents of approximately 50 employees, provided estimates on potential returns, and presented findings to the management committee. Ensured all documents were legally compliant and sought advice from both external and internal tax advisors and legal counsel.
- Compiled the credentials of prospective candidates and performed background checks to ensure the authenticity and integrity of applicants during the onboarding process for the institution.
Public Relations
University of Toronto – Republic of China Student Association
09.2018 - 04.2022
- Built rapport with potential sponsors to increase funding and overall student wellness, working with over 20 shops to enhance community support and resources.
- Designed club social media page across 3 platforms to increase student engagement. Successfully increased student registration by 10%.
Education
Bachelor of Commerce, Specialist in Finance
University of Toronto
04-2022
Skills
- Relationship Building
- Strategic Planning
- Presentations and public speaking
- Data Interpretation
- Research abilities
- Client Engagement
- Analytical and execution
- Communication
Certification
Canadian Investment Fund Course (CIFC English)
Languages
English
Proficient
C2
Chinese (Mandarin)
Proficient
C2
Timeline
Invest By Phone Advisor
Royal Bank of Canada
11.2022 - 02.2024
Accounting Service and Tax Return Specialist
Victoria Academy
06.2020 - 12.2020
Public Relations
University of Toronto – Republic of China Student Association
09.2018 - 04.2022
Bachelor of Commerce, Specialist in Finance
University of Toronto
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