Ting Zou
About Ting Zou
Ting Zou serves as an Executor Assistant to a Senior Financial Consultant at IG Wealth Management, where she manages administrative tasks and client engagement initiatives. With a background in Business Administration from Kwantlen Polytechnic University, she has extensive experience in investment-related regulations and compliance.
Work at IG Wealth Management
Ting Zou has extensive experience at IG Wealth Management, where she has held multiple positions. She worked as an Executive Assistant to the Division Director and Senior Executive Financial Consultant from 2012 to 2015 in Calgary, Alberta. Following this role, she served as an Executive Assistant to the Division Director and Executive Financial Consultant from 2015 to 2021, also in Calgary. Currently, she is the Executor Assistant to a Senior Financial Consultant in Private Wealth, a position she has held since 2021 in Vancouver, British Columbia. In her roles, she has managed calendars, client bookings, and administrative tasks, contributing to the overall efficiency of operations.
Education and Expertise
Ting Zou studied at Kwantlen Polytechnic University, where she achieved a degree in Business Administration. Her educational background provides a solid foundation for her work in the financial sector. She has demonstrated a strong understanding of investment-related regulations and compliance requirements, ensuring adherence to best practices in her roles. This expertise is crucial in maintaining the integrity of financial operations and client interactions.
Background
Ting Zou has a background in administrative support within the financial services industry. Her career at IG Wealth Management spans over a decade, during which she has developed skills in client engagement, seminar planning, and compliance. She has worked in both Calgary and Vancouver, gaining diverse experiences in different market environments. Her roles have involved direct interaction with clients, enhancing her understanding of client needs and expectations.
Achievements
In her current role, Ting Zou has played a key role in planning and coordinating seminars for clients, which enhances client engagement and education. She has also contributed to business growth by identifying planning and cross-sell opportunities through the review of existing client files. Her efforts in these areas demonstrate her commitment to improving client relationships and supporting the financial consultant's objectives.