Que Wang

Financial Planner, Investment and Retirement Planning @RBC

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2024 — Present

Financial Planner, Investment and Retirement Planning @RBC

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Toronto, ON, CA

EDUCATION

2015 — 2016

Université Jean Moulin (Lyon III)

One year academic exchange, International Business/Trade/Commerce

2013 — 2017

Carleton University

Bachelor of International Business, Global Financial Management and Systems

SKILLS

Corporate FinanceFinancial AccountingEconomicsMicrosoft OfficeTime ManagementPowerpointMicrosoft ExcelChinese CultureResearchTeamworkStrategic PlanningTeam LeadershipEvent PlanningSocial MediaFrenchInternational BusinessData AnalysisLeadershipBusiness AnalysisSales

ABOUT QUE WANG

As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM), I specialize in creating bespoke financial strategies that align with clients\' unique goals. In my role as an Investment Retirement Planner at RBC, I leverage my expertise in wealth management and financial planning to deliver results-driven solutions. My approach is centered on building lasting relationships and providing strategic insights that empower clients to make informed financial decisions. Committed to continuous professional growth, I strive to deliver exceptional value and service in every client interaction.

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Que Wang — Financial Planner, Investment and Retirement Planning at RBC in Toronto, ON, CA | Unifers