Reina Hairong Wu
Group Advantage Financial Advisor @RBC
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WORK HISTORY
Group Advantage Financial Advisor @RBC
Regional Performance Winner Quarter 2 2023 - Help employee understand their retirement goal, creating achievable solutions to meet employee’s goal - Set up DCPP, GRSP and DPSP for new hires, provide personalized investment strategies and solutions for employees - Present budgeting, cash flow analysis, financial wellness solution to sponsors and stakeholders - Woking at Toronto downtown core market to enrol high net-worth and professional employees - Deepen client relationship and discover new potential for Group Consultants, Investment Retirement Planners, Mortgage Specialists and Business Relationship Managers - Quickly adapted to new digital channel, and coach peers about new digital tools I combined my personal value propositions with business’s value propositions to give each of my client the best financial advice to help them achieve their financial goals. I am a fast learner and passionate to learn new knowledge about the market and investment solutions.
EDUCATION
Cape Breton University
Master of Business Administration (M.B.A.), Community Economic Development, MBA
Beijing Information Science and Technology University
Bachelor of Management, Management Science
ABOUT REINA HAIRONG WU
I am a passionate person on helping people live better by leverage my knowledge on…
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