t.****@ma****.edu & No phone number available.

Tian Jing Liu

As a Team leader in clients' services and development at Desjardins, I led a team of 12 advisors... | Lasalle, Lasalle, Canada

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Tian Jing Liu’s Emails t.****@ma****.edu

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Tian Jing Liu’s Location Lasalle, Lasalle, Canada

Tian Jing Liu’s Expertise As a Team leader in clients' services and development at Desjardins, I led a team of 12 advisors in providing comprehensive wealth management solutions to over 4 500 clients across Quebec. I contributed to the growth and retention of the client portfolio by developing and implementing strategies for client acquisition, satisfaction, and loyalty, as well as overseeing the delivery of high-quality service and advice. I have a strong educational background in finance, having graduated from Concordia University with a Bachelor of Commerce in 2020. I also hold the Investment Advisor/Representative certification from IFSE Institute, which demonstrates my knowledge and competency in the investment industry. I am passionate about empowering clients with the knowledge and tools to make informed financial decisions that align with their goals and values. I am a skilled communicator, problem solver, and organizer, who thrives in a collaborative and dynamic environment.

Tian Jing Liu’s Current Industry Bmo

Tian Jing Liu’s Prior Industry
Mcmr | Desjardins | Bmo

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Work Experience

Bmo

Financial Planner

Mon Jul 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Desjardins

Team Leader

Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Desjardins

Wealth Management Advisor

Mon Mar 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Desjardins

Financial Advisor

Mon Jul 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Desjardins

Financial Assistant

Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Desjardins

Front Desk Receptionist

Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

Desjardins

Cashier

Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Mcmr

Caissière Desjardins

Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

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Tian Jing Liu Email Addresses

t.****@ma****.edu Work Email

t.****@ma****.edu Personal Email

FAQ About Tian Jing Liu

Tian Jing Liu is located at
Lasalle, Lasalle, Canada

Tian Jing Liu is a
As a Team leader in clients' services and development at Desjardins, I led a team of 12 advisors in providing comprehensive wealth management solutions to over 4 500 clients across Quebec. I contributed to the growth and retention of the client portfolio by developing and implementing strategies for client acquisition, satisfaction, and loyalty, as well as overseeing the delivery of high-quality service and advice. I have a strong educational background in finance, having graduated from Concordia University with a Bachelor of Commerce in 2020. I also hold the Investment Advisor/Representative certification from IFSE Institute, which demonstrates my knowledge and competency in the investment industry. I am passionate about empowering clients with the knowledge and tools to make informed financial decisions that align with their goals and values. I am a skilled communicator, problem solver, and organizer, who thrives in a collaborative and dynamic environment. Bmo

Tian Jing Liu currently works in the
Bmo

Tian Jing Liu specializes in
As a Team leader in clients' services and development at Desjardins, I led a team of 12 advisors in providing comprehensive wealth management solutions to over 4 500 clients across Quebec. I contributed to the growth and retention of the client portfolio by developing and implementing strategies for client acquisition, satisfaction, and loyalty, as well as overseeing the delivery of high-quality service and advice. I have a strong educational background in finance, having graduated from Concordia University with a Bachelor of Commerce in 2020. I also hold the Investment Advisor/Representative certification from IFSE Institute, which demonstrates my knowledge and competency in the investment industry. I am passionate about empowering clients with the knowledge and tools to make informed financial decisions that align with their goals and values. I am a skilled communicator, problem solver, and organizer, who thrives in a collaborative and dynamic environment.