Theresa Wong
Concordia University
Tell me more about Theresa Wong?
Theresa Wong is a highly experienced Financial Advisor with over 15 years of experience in the retail banking industry. She is a proud ambassador of RBC, providing personalized banking advice to clients to achieve their financial goals. Theresa has worked at RBC in various roles, including Financial Advisor/delegate Manager, Banking Advisor, Client Advisor, and Hostess and Server. She also has experience as a Hostess and Server at Holiday Inn Montreal Centre-ville /Downtown (IHG) and as a Customer Service Representative at a reputable establishment. Theresa is based in Canada-Quebec-Brossard.
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About
Financial Advisor with over 15 years of experience in retail banking industry. Proud ambassador of RBC who provides personalized banking advice to clients to help them reach their financial goals.
Work Experience
Financial Advisor | Manager Delegate
Banking Advisor
Client Advisor - Business Services
Client Advisor
Banking
Theresa Wong's Professional Milestones
- Banking Advisor (2019-05-01~2022-03-01): Provided personalized financial guidance, creating for clients expanding business opportunities and improving their financial experience.
- Financial Advisor | Manager Delegate (2022-03-01~): Developed and implemented comprehensive financial advisor training program to enhance career progression and drive organizational revenue.
Education
Sociology And Anthropology
2000-2003Certification
Colleagues
Deepali Raina
Business Analyst | Product Owner | Financial Services Transformation & Digital Delivery
Irene MacLeod
owner of cloudy castle rentals and client advisor for rbc
Arthur Chung
product owner private cloud at rbc
Drew Greenwood
senior cloud product owner
Temi O.
Senior IT Professional | Founder-Wording Business Owner | Founder | A MBA Student
Other Named Theresa Wong
Frequently asked questions
We found 2 Theresa Wong's email addresses
We found 1 Theresa Wong's phone numbers
Theresa Wong's social media include: Linkedin,
Theresa Wong works for RBC
Theresa Wong's role in RBC is Financial Advisor | Manager Delegate
Theresa Wong works in the industry of Banking
Theresa Wong's colleagues are Deepali Raina,Irene MacLeod,Arthur Chung
Theresa Wong's latest job experience is Financial Advisor | Manager Delegate at RBC
Theresa Wong's latest education in Concordia University