Seniority
Staff
Department
Finance & Accounting
Location
Toronto
Industry
Banking
Company size
47K
Contact information
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c•••••••@••••••.com
Phone
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Background
About Colin Zhang
A passionate financial planning professional with over 10 years of experience in the banking industry providing excellent client experience and delivering strong financial results. Highly motivated individual who demonstrates positive attitude, decision-making, problem solving, time management, teamwork and trustworthy skills. Active engagement using planning software with current/prospect clients for holistic financial planning and presenting recommendations towards their financial ambitions. Confident in providing sound financial advice to build/leverage valuable Centre of influence.
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