Tisan Heng

Financial Consultant @CI Financial

Toronto, ON, CA

Acted as a trusted financial consultant, providing strategic solutions on investment products and account management, achieving a 98% client satisfaction rate-Partnered with IT, operations, and compliance teams to optimize inquiry-handling processes, introducing improvements that reduced escalations and ensured seamless client support, cutting response times by 15% and improving client experience-Strengthened risk management and compliance by proactively identifying discrepancies and enforcing regulatory standards, achieving error-free transactions-Maintain compliance with trade regulations and financial policies with precision and prevent discrepancies by ensuring all transactions are handled accurately and timely.

Collège LaSalle, Montréal

Diploma of College Studies, DEC, Business Administration and Management, General

MIT Professional Education

Continuing Education, Applied AI and Data Science

Concordia University

Bachelor of Commerce - BCom, Finance, General