Sales Support Associate
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This role sharpened both my communication skills and my understanding of client relationship management. I was able to hone my soft skills by translating complex financial jargon into simple client-updates. I conceptualized, pitched and implemented our firm's 'follow-up tracker' - a database used to monitor the onboarding progression of warm-leads, and a useful inhouse lead-conversion metric.
This database is now used firmwide (the phrase "are things still on track" has become a veiled reference to our inhouse KPI tool).
INVESTOR RELATIONS ASSOCIATE at WealthViser Private Wealth Management (2024-03 – Present)
This role sharpened both my communication skills and my understanding of client relationship management. I was able to hone my soft skills by translating complex financial jargon into simple client-updates. I conceptualized, pitched and implemented our firm's 'follow-up tracker' - a database used to monitor the onboarding progression of warm-leads, and a useful inhouse lead-conversion metric.
This database is now used firmwide (the phrase "are things still on track" has become a veiled reference to our inhouse KPI tool).
BRAND AMBASSADOR – SEASONAL SALES at Canada Goose, CF Pacific Centre (2023-12 – 2024-02)
During my seasonal rotation as a brand ambassador for Canada Goose, I learned the fundamentals of sales. Starting with product knowledge, I learned how to act as a sort of 'matchmaker' rather than a salesperson – ensuring that the buyer leaves with a product that is well-tailored to both their pain-points and preferences. This role taught me the utility of being multi-lingual when in a client-facing role.
I have since enrolled in UBC's Chinese Language Program – on track to achieve verbal and written proficiency in Mandarin by Winter 2026.
RESEARCH ANALYST at Capital Core Financial (2021-03 – 2021-05)
I created easily digestible infographics and financial models, analyzing large volumes of fiscal public filings. This role taught me the skill of time management in a virtual professional setting.
JUNIOR RESEARCH ANALYST at Capital Core Financial (2018-06 – 2018-08)
I researched and presented the portfolio reconfigurations that the firm implemented during their 2019 fiscal year.
Post-graduate studies in UBC Chinese Language Department, UBC Data Science Department – UNIVERSITY OF BRITISH COLUMBIA
Bachelor of Arts (Honors) in History, Political Science and Public Law – UNIVERSITY OF TORONTO (2023)
