Hi, Iโm Philip, a seasoned professional with 3 years of experience as a financial advisor, specializing in mutual funds and mortgage approvals. Iโve also handled inbound calls for daily banking needs and have extensive experience with Salesforce, Microsoft Office tools, and various administrative tasks.
Iโm adept at working remotely, having managed customer interactions and administrative duties efficiently from home. My goal is to leverage my skills in a remote role where I can contribute to a dynamic team and take on new challenges. Iโm particularly interested in positions that allow me to utilize my financial expertise and customer service experience while offering the flexibility of remote work.
| ๐ Nationality | ๐จ๐ฆ Canada |
| ๐ก Residency | ๐จ๐ฆ Canada |
| ๐ Location | ๐จ๐ฆ Canada |
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rok.co/@philiplay |
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sdfljasfjkhsdfajsf โญ๏ธ Upgrade to Premium to contact |
| Skilled in | financial advising mutual funds mortgage approval salesforce customer service remote work microsoft office administration inbound call handling crm financial products document management microsoft teams powerpoint zoom icebar |
| Fluent in | englishcantonese |
| Preferred timezone | -8, -7 |
| Preferred annual pay (min) | $60,000/year |
| Preferred hourly pay (min) | $30/hour |
| Last seen | 1 year ago |
| Signed up | 1 year ago |
| Badges |
๐จโ๐ป Remote worker ๐จ Maker ๐ Early adopter |
2022 - 2023: Financial Solutions Manager @ Prospera Credit Union
2022 - 2023: Mutual Funds Investment Specialist @ Aviso Wealth
2019 - 2021: Money Advisor @ G&F Financial Group
2024 - 2025: Created a custom website for a client.
2013 - 2018: Bachelors of Business Administration: Marketing Management @ Langara College