Jophy He

Investment Associate at Sotco Financial Strategies Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • Mandarin Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency
  • English Full professional proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Pass CFA level 1
    CFA Institute
    Jun, 2019
    - Nov, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute (CSI)

Experience

  • Sotco Financial Strategies Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Investment Associate
      • Feb 2018 - Present

      • Worked closely with Financial advisor to support financial planning, wealth operations, business revenue growth, sales strategies and provided comprehensive financial solutions • Set up new client accounts (RRSP, TFSA and OPEN) on record keeping system, by reviewing and ensuring that the application is complete and complies with company policies with 98% accuracy • Developed and maintained database of records to ensure smooth transactions for all financial processes • Serviced 150+ High-Net-Worth households with over $10 Million managed investments • Resolved client issues by providing excellent service focused on providing accurate information and solving complex problems using strong analytical/research skills in a fast-paced environment Show less

  • CENTURY 21®
    • United States
    • Real Estate
    • 700 & Above Employee
    • Real Estate Assistant
      • Dec 2017 - Feb 2018

      • Developed and deployed marketing collateral to promote properties and drive sales. • Prepared Listing Agreements, Purchase Agreements, Disclosures as well as obtained signatures by meeting with clients or via Docusign • Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members. • Developed and deployed marketing collateral to promote properties and drive sales. • Prepared Listing Agreements, Purchase Agreements, Disclosures as well as obtained signatures by meeting with clients or via Docusign • Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.

  • Dazzling Cafe
    • North York, ON
    • Food Server
      • Jun 2017 - Aug 2017

      • Committed to providing quality service to both internal and external customers • Maintained high standards of customer service during high-volume, fast-paced operations • Ability to work independently, with minimal supervision or in a team • Committed to providing quality service to both internal and external customers • Maintained high standards of customer service during high-volume, fast-paced operations • Ability to work independently, with minimal supervision or in a team

Education

  • Smith School of Business at Queen's University
    Master's degree, Finance
    2021 - 2022
  • York University
    Bacelor of Science, Applied Mathematics
    2013 - 2017

Community

You need to have a working account to view this content. Click here to join now