1. Yuliya Inopina (BCom., Finance, IB)
yuliya_i@hotmail.com 604-401-9773 Vancouver, BC, V6K 4V5 https://ca.linkedin.com/in/yuliyainopina
Objective: Experienced Financial Services and Business Administration professional,
with proven track record in Executive Support, Office Administration, Sales and Business Development,
Seeking new and challenging position, in Vancouver, BC.
Highlights of Qualifications
Bachelors of Commerce in Finance and International Business, international studies in Western Europe (Denmark,
Holland and UK),and Eastern Canada (French studies), as well as Langara College (arts degree/pre-commerce)
Business Administration professional with strong communications and office management skills, in various
industries, very adaptable to new environments, with proven customer service excellence delivery and results
Very efficient in seamless office support and operations, with over 10 years office and customer services support
Strong client and relationship building skills, with both internal and external parties, including severalindustries, as
well as knowledge and understanding diversified industries, including strong financial industry knowledge in Canada
Additional Language skills: fluent in English and Russian,knowledge of French,Spanish,Ukrainian and Polish
Skills and Experience
Office Administration:
Assisted senior level employees and management with daily tasks and client relations, acting as a liaison
Handled immediate and intermediate correspondence,with customers, clients and stakeholders
Maintained client records,files and report generation for internal and external needs
Booked meetings, appointments, and scheduling business and personal travel arrangements and client follow-up
Maintained database and record keeping, organized correspondence by mail, email, phone, and addressed all
incoming and outgoing correspondence and inquiries from clients and internal team, in a timely manner
Created brochures,power point presentations and documents transfer for clients, both reactively and proactively
Edited and created documents for both executive and client communication, with brokers and shareholders
Organised, executed and hosted industry events, with purposes of promotion, client engagement and marketing
Customer Service:
Identified client needs, evaluated and suggested best possible product and solutions, financial planning component;
need-based selling and product evaluation (e.g. basic banking inquiries, lending, investments, registered accounts)
Conducted market research to find best competitive solutions for clients and market differentiation strategies
Worked effectively with a sales team to grow sales and territory as well as market awareness of the brand
Organised special events and presentations to promote products and facilitate more efficient client engagement
Relationship building via over the phone, meetings and ongoing follow-up and contact with clients
Sales & Marketing:
Developed product and brand awareness,via on-going client contact and creative campaigns
o Banking – product sales and marketing campaigns, at the branch level
o Mutual Funds – marketing to financial advisor community, business to business sales
o Real Estate – Project Marketing and Underwriting, direct marketing to lenders
o Mining – Project Marketing and Investor Relations campaigns, to investment community
Managed territory of clients, along with wholesaler and a team, in BC and Alberta (mutual fund sales)
Engaged clients via phone, email, meetings, presentations, and educational campaigns
Compiled marketing materials and distribution, via mail, email, and at special events and functions
Utilised database to disseminate and guide sales channels, in effective and strategic manner
Planned and hosted special events, presentations, luncheons, and conferences to engage customers
Hosted and attended conferences and related meetings to increase product awareness via on-line and direct contact
with clients, investors and industry peers,as well as traditional marketing and sales methods
2. Professional Working History
Business Development and Administration Consulting (YImarketing Inc.) 2007 – present
Investor Relations, Administration,Venture capital and market support, contract work and consulting
Administrative Assistant to the EA and RD (Professional Development and Language training) 2013-2014
Canada School of Public Service, Pacific and Yukon Region, Vancouver, BC
Administrative Assistant to Regional Program Manager 2012-2013
Government of Canada,Health Canada/EAS division, Vancouver,BC
Investor Relations and Business Marketing Consulting (mining and exploration) 2011-2012
Public Companies Consultant and prospecting (Resource companies, office, road show and market support)
Sales, Marketing and Business Development (on-line rich media) 2008-2010
IPE, InvestmentPitch.comEnterprises Ltd., Vancouver, BC
Office Administrator and EA (commercial mortgage brokerage) 2007-2008
Lovera Capital (Canada) Corp., Vancouver,BC
Sales and Marketing Regional Representative 2006-2007
Northwest Mutual Funds Ltd, Vancouver, BC
Sales and Marketing Regional Representative 2006
AGF Mutual Funds Management Inc., Vancouver, BC
Office Administrator (Private Wealth & Asset Management) 2005
Connor, Clark & Lunn Financial Group Ltd., Vancouver, BC
Financial Advisor, Personal Financial Services Division 2002-2005
RBC Royal Bank of Canada,Vancouver and New Westminster, BC
Education and Professional Development
Work BC/YWCA (courses and workshops): 2014-present
Leadership, Communication Skills,Cross Cultural management, Teambuilding and Self Development programs
Dress for Success – Network for building Women in Business, community involvement,and training
UBC Alumni – professional development courses, for recent and mature graduates
IFIC, Investment Funds in Canada (completed with honours, over 80% mark) 2004
CSI (Canadian Securities Institute),Vancouver, BC
Bachelors ofCommerce Degree (Finance, International Business)
UBC, Vancouver, BC (including a year abroad study, in following fields): 1998–2001
Hammersmith and West London College, HWLC, London, UK 2001
Copenhagen Business School, Copenhagen, Denmark 2001
Erasmus University, Rotterdam, The Netherlands 2000
AON Corp. Risk Management Consulting (internship team/project,Mergers and Acquisitions trends, in Europe)
Economics Diploma (BCom. Transfer program), Langara College, Vancouver, BC 1995-1998
French Language Bursary Program, Langara College & University of Montreal 1996-1998
Marketing/Administrator, (internship), Campus Publications Co., Montreal, PQ
Skills and Interests
Interests and Hobbies:
Outdoors and sports (tennis, golf, running, yoga – CIBC Run for Cure, Sun Run 2013/2014);
Travel, arts,theatre,community events and charity involvements, business networking, "life learner"
Volunteer and Community Involvements:
Women in Mining, BC – trades show, events, and charity support with women in Mining, BC chapter
Vancouver Art Gallery - special and charity event hosting (Fuse, Art Auction, Members reception)
Miss World Canada - event planning and promotion, social media support, Variety for Kids BC – official charity
Ellevate Business Solutions - hosting, organising and promotion of business and social events, contributing to various
charities, including BC Cancer Society, Canadian Breast Cancer Association, Make A Wish Foundation, others.)
Community development and involvement, with major political party, executive riding team, and elections assistance