Yannick Kwan Tat
About Yannick Kwan Tat
Yannick Kwan Tat is an Associate, Client Experience (Bilingual) at Wealthsimple in Toronto, Ontario, Canada, with a background in finance and customer service.
Current Position at Wealthsimple
Yannick Kwan Tat currently holds the position of Associate, Client Experience (Bilingual) at Wealthsimple. Working from 2019 to the present, Yannick is based in Toronto, Ontario, Canada. This role involves handling client interactions and ensuring high levels of client satisfaction for Wealthsimple’s bilingual clientele.
Experience at B2B Bank
Before joining Wealthsimple, Yannick Kwan Tat worked at B2B Bank in two key roles. As Senior Bilingual Deposits & Banking Analyst from 2017 to 2019, Yannick took on responsibilities related to banking analysis and deposit management. Prior to that, from 2016 to 2017, Yannick served as Senior Bilingual Administration Officer in the Toronto area, managing administrative tasks efficiently.
Previous Roles at Paymobile Inc. and Scotiabank
Yannick Kwan Tat has also accrued experience at other financial institutions. At Paymobile Inc., Yannick worked as a Bilingual Operations Officer, Tier 2, for 7 months from 2015 to 2016. This was followed by a 7-month stint at Scotiabank as a Bilingual Retail Banking Officer in Scarborough, handling retail banking operations effectively.
Education and Academic Background
Yannick Kwan Tat studied at Ryerson University where he pursued a Bachelor of Commerce (BCom) in Business Management from 2013 to 2018. This academic background has provided a strong foundation for Yannick's career in the financial services industry. Additionally, Yannick is actively working towards obtaining a CFA certification, indicating a commitment to furthering expertise in finance.
Personal Interests and Hobbies
Outside of his professional career, Yannick Kwan Tat has a hobby in programming, specifically focusing on Java. He also engages in speculative trading as a personal interest, showcasing his keen interest and involvement in various financial activities. These hobbies not only reflect his dedication to continuous learning but also his passion for the financial and tech sectors.