Pai Yuan is seeking a position that utilizes research and analytical skills in a fast-paced environment. They have a Masters in Business Administration and Bachelor of Commerce with a finance major. They are a CFA Level II candidate with experience as a financial advisor and customer service representative at Bank of Nova Scotia, junior accountant at KPMG, and research assistant. They have strong skills in Microsoft Office, accounting, and customer service.

1. PAI YUAN
106 Nolancliff Cres, NW, Calgary, AB T2K 4J9
(587)-215-0826 Pai.yuan1022@gmail.com
PROFILE
• Proven ability to use research and analytical skills in decision-making process.
• Exceptional skills of working in fast-paced environment with patience and care,
consistently working under pressure, and promptly resolving issues.
• Outstanding capacity to be organized and manage deadlines, coupled with flexibility to
prioritize, multi-task and adapt to change.
• A strong work ethic with ability to work with a multi-cultural and diverse work force
while possessing a great team spirit.
• Great desire of continuous learning and ongoing pursuit of CFA designation.
• Strong Skills in MS Office - Word, Excel, and PowerPoint.
EDUCATION
Saint Mary’s University, Halifax, NS 2012
Masters of Business Administration
Saint Mary’s University, Halifax, NS 2009
Bachelor of Commerce with major in Finance
Certificate of Human Resource Management
CERTIFICATES & AWARDS
• Chartered Finance Analyst (CFA) Level II candidate 2014
• Canadian Securities Course Certificate (CSC) 2012
• Saint Mary’s University Performance Scholarship 2011
• Saint Mary’s University Graduate Award Scholarship 2010
• Saint Mary’s University Entrance Scholarship 2005
RELATED EXPERIENCE

2. Bank of Nova Scotia 2014-2015
Financial Advisor
• Demonstrated well-rounded performance in the key areas that make up Scotiabank’s core
values. Being awarded the ‘Best of the Best’ recognition as a team in the fiscal year of 2014.
• Met directly with clients to review and discuss financial planning options. Successfully
promoted bank accounts, credit cards, mortgages, mutual funds, and creditor’s insurance
to individual clients, and thoroughly resolved customer service issues and answered
financial questions.
• Focused on laying out clear steps and milestones for initiatives to achieve periodic financial
results. Exceeded individual financial goals by 60% or more in each quarter.
• Strengthened role as a trusted advisor and worked cooperatively across departments to
cultivate long-term customer relationships. Developed innovative solutions and concrete
action plans that create value for the client and profitability and productivity for the Bank.
• Think strategically by sharing information collected from daily interactions that could be
relevant to the Bank, and using research, data and past experience to make appropriate
business recommendation.
• Proactively saw to collaborate with, and help, team members and managers within and
beyond my own department. Showed flexibility and openness to differing ideas and
perspectives, adapted to cultural differences, and effectively interacted with others of
different backgrounds and styles.
Bank of Nova Scotia 2013-2014
Customer service representative
• Enhance client experience by delivering enthusiasm, respect, patience and care to
personal and business clients with professional service and sincere smile.
• Demonstrate up-to-date Scotiabank policy and procedures through effective
communication and appropriate action to existing and prospective clients. Eliminate or
reduce operational risk to Scotiabank by performing right the first time, or following
proper processes to close gaps.
KPMG
Junior accountant 2012-2013
• Reinforced knowledge of Accounting, built solid understanding of financial and
managerial accounting analysis. Familiarized with U.S GAAP and IFRS standards.
• Analyzed financial and managerial well being of client companies, prepared reports to
upper level management.
• Strengthen skills on Excel by collecting and processing data with build-in features.
Saint Mary’s University
Research Assistant 2011-2012
• Accessed to relevant corporate financial statements reported on databases, such as

3. EDGAR and SEDAR, gathered and incorporated required data into the Excel files.
• Prepared academic survey, managed the quality of questionnaires, and processed the
statistics.
LANGUAGES
• English – Fluent written and speaking skills
• Chinese (Mandarin) – Native language
COMMUNITY INVOLVEMENT/ EXTRACURRICULAR ACTIVITIES
• Active member of Volunteer Program in the Centre for Newcomers, Calgary.
• Semi-Professional Flute player.