Topline | Lavender Mak

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Lavender Mak

Associate Advisor at RBC Dominion Securities

Intro Book

Experienced financial advisor delivering customer-centric solutions.

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Location

Canada, CA

Languages

English Native or bilingual proficiency
Cantonese Native or bilingual proficiency
Mandarin Native or bilingual proficiency
Japanese Elementary proficiency
French Elementary proficiency

Skills

Supervisory Experience
Employee Training
Team Oriented
Customer Service
Customer Support
Customer Satisfaction
Customer Retention
Customer Experience
Team Leadership
Team Building
Dependable Team Player
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$85.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Lavender has 14 years of experience in customer-facing roles, which is a good chunk of time. She’s also got a degree in Criminology, which isn’t directly related to finance, but it shows she’s got some knowledge of human behavior. Certifications like Standard First Aid and Canadian Securities add to her credibility. However, her role is more focused on customer service than high-stakes finance. Location is Vancouver, BC, Canada, which is a relatively affordable market. Considering her experience and education, I’d estimate her hourly rate to be around $85, which is on the lower end of the scale for financial professionals in Canada. Maybe $100–$150 per hour for someone with more experience in investment or wealth management, but Lavender’s role seems more customer-centric.

Bio

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Topline AI

Lavender Mak is a seasoned financial professional with 14 years of experience in customer-facing roles, including Supervisory Experience, Employee Training, and Customer Service. She holds a Bachelor of Arts degree in Criminology from Simon Fraser University and has certifications in Standard First Aid, Canadian Firearms Safety, and Canadian Securities. Currently, she works as an Associate Advisor at RBC Dominion Securities in Vancouver, BC, Canada.

Credentials

Standard First Aid (SFA)

Academy of Emergency Training
Canadian Firearms Safety Course (CFSC)

XARMS Industries Inc.
Canadian Restricted Firearms Safety Course (CRFSC)

XARMS Industries Inc.
Canadian Securities Course (CSC)

Canadian Securities Institute (CSI)
Conduct and Practices Handbook Course (CPH)

Canadian Securities Institute (CSI)
Investment Advisors Training Program

Canadian Securities Institute (CSI)
Wealth Management Essentials (WME)®

Canadian Securities Institute

Experience

RBC Dominion Securities
- Vancouver, British Columbia, Canada
- Associate Advisor
  - Apr 2021 - Present
  - Vancouver, British Columbia, Canada
TD Wealth Private Investment Advice
- Client Service Associate
  
  Aug 2013 - Apr 2021
- Customer Relations Coordinator
  
  Mar 2010 - Aug 2013
Starbucks
- Burnaby, British Columbia, Canada
- Shift Supervisor
  - Sep 2007 - Jul 2010
  - Burnaby, British Columbia, Canada

Education

2007 - 2011

Simon Fraser University

2007 - 2011

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

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Lavender Mak

Refer a Friend to Get
100 Credits For FREE

$85.0

Hourly Rate