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Work Background
Clear Trust MortgagesMortgage Specialist
Feb. 2025Greater Vancouver Metropolitan AreaLeverage Clear Trust's comprehensive mortgage services platform to provide a tailored and exceptional experience for my clients and valued centers of influence.
CIBCMortgage Advisor
Feb. 2022 - Feb. 2025Canada
CIBCBusiness Development Manager
Mar. 2020 - Feb. 2022Greater Vancouver, British Columbia, Canada
CIBCAssociate Sales Leader-Mobile Investment Consultants
Mar. 2018 - Mar. 2020Metro Vancouver Assisting in the growth of the Mobile Investment Consultant teams. Actively in search of great talent to add to our rapidly growing Consultant channel in Mobile Advice.
CIBCMobile Investment Consultant
Feb. 2016 - Mar. 2020Vancouver, British Columbia, CanadaI work with clients to help provide a complete investment solution. I am mobile, so I am able to come to you or meet anywhere at your leisure.
Rotary InternationalBoard Member
Feb. 2016 - Feb. 2022Vancouver, Canada AreaInducted into the Fraserview Chapter. This year's gala focused on raising funds to help promote an emerging leaders and literacy program at my high school alma mater, John Oliver Secondary in Vancouver.
RBCBanking Advisor
Nov. 2013 - Jan. 2016VancouverManaging financial needs of clients during the various stages of their lives. From helping with education costs to purchasing their first home and planning for retirement. Based on the client 's goals, we set up accounts and investments to help them achieve these milestones. The analogy I use most often with clients is that I'm their General Physician. Based on their needs and concerns, I leverage the appropriate partners to deliver a completely customized path for financial success.
RBCCards Advisor/Subject Matter Expert
May. 2012 - Oct. 2013VancouverHandled inbound service calls for RBC credit cards. During my time here, u was given opportunities to be a peer mentor and help with the training of new staff. Anyone who asks me if the Advice Centre is a good place to work. I would say if you want to understand the RBC brand and want opportunities to grow, it's a great place to start with one of Canada's largest employer.
Geek SquadLevel II Sales Advisor & Installer
Jan. 2010 - Nov. 2010Providing on-site installation quotes and advice in regards to Electronics and the emphasis on convergence. Mounting TVs, Speakers, pre-finished /post-construction low voltage wiring. Educating the client on how to connect all their gadgets utilizing home networking or hard-wire connectivity.
Best BuyHome Theatre Department Supervisor
Mar. 2008 - Jan. 2010In charge of training new staff in Home Theatre, working with Operation Manager to create a proper schedule of my staff. Selling custom home Theatre packages and advising clients on installation ideas. Providing Floor Management support for Assistant Store Managers. Accommodating clients who may have raised questions or concerns with their service or product.
The University of British ColumbiaStudent Project Co-Chair
Sep. 2007 - Nov. 2010Vancouverdeveloped workshop groups and conferences on Asian representation in politics and how there needed to be a grass roots effort to promote the voice of a large community in Canada. Also Mandarin bilingual workshops and research websites to help promote Mandarin being taught in Metro Vancouver schools.
A&B SoundDepartment Supervisor-Personal Electronics
Jun. 2004 - Apr. 2008Commission-based electronics sales associate. Organizing the department to best suite clients. Working together with a group of associates to train and develop new staff. Provide service support to clients in need. Selling digital cameras, custom computers, and repairing computers.
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