Leslie Chen

Background

About Leslie Chen

Current working as Senior Financial Planner at Royal Bank of Canada, Royal Mutual Funds Inc. • An accredited Financial Planner with solid financial knowledge to provide retirement planning and investment planning to high value clients; • Bachelor Degree of science, statistics, Money and Banking, also Securities and Futures Association member; • Successfully completed Canadian Securities Course and Conduct and Practices Handbook, Certificate in Financial Services Advice, Personal Financial Planner (PFP®) and Certified Financial Planner (CFP®) designation; • Creative Marketing Manager with broad-based background in highly competitive and dynamic investment corporation; • Expert in developing and managing client relations with good communication and negotiation skills. • Decisive and objective with well-earned reputation for taking initiative to achieve corporate goals; • Critical thinking, analytical, target oriented, problem solver, team builder and player, self starter and quick learner; • Fluent in spoken and written English, Mandarin and Cantonese.