Mengyi Zhang
Financial Planner @Sun Life
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @Sun Life
CA
Building and maintaining business relationships with Client• Hosting Client events and seminars• Meeting with Clients to discuss their unique goals• Communicating with Clients on their current and future insurance needs• Aligning Client needs with insurance policies through strong financial advice.• Assisting Clients on making claims or changes on their policies•Conducting annual review with Clients to ensure they\'re on the right track•Following the compliance standard set out for the insurance industry• Providing business services
EDUCATION
University of New Brunswick
Bachelor of Business Administration (B.B.A.), Applied Hospitality And Tourism
Jilin University
Bachelor of Business Administration (B.B.A.), Hospitality Administration/Management
ABOUT MENGYI ZHANG
As a Sun Life advisor for young families, I understand what challenges you may be facing…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.