Crystal Huang, PFP®

Senior Financial Planner @ RBC

Markham, Ontario, Canada

About

With 12 years of dedicated experience in banking, I have cultivated robust relationships with over 500 families while consistently delivering comprehensive financial solutions and exceptional services. Strong professional with a Bachelor's Degree focused in Business & Society; Organizational & Macroeconomic Analysis from York University.

Experience

  • RBC (Markham, Ontario, Canada · On-site)
    • Senior Financial Planner
      Nov 2024 - Present · 1 yr 9 mos

    • Relationship Manager, Planning Specialist
      Apr 2024 - Present · 2 yrs 4 mos

  • HSBC (11 yrs 4 mos)
    • Senior Premier Relationship Manager
      May 2021 - Apr 2024 · 3 yrs

      YTD Solutions Quartile Rank #1 YTD Wealth Solutions met 530% YTD Lending Solutions met 1137% Stephen & Stitt Award 2022 Quarterly Lion Award 2021 Q 1, Q4

    • Premier Relationship Manager
      Apr 2018 - May 2021 · 3 yrs 2 mos

      Annual Solutions Quartile Rank #1 Stephen & Stitt Award 2020 & 2019 Annual Lion Award 2020 & 2019

    • Premium Banker
      Jul 2017 - Mar 2018 · 9 mos

      Annual Solutions Quartile Rank #1 Annual Lion Award 2017

  • Personal Banker at HSBC
    Oct 2011 - Sep 2012 · 1 yr

  • Student Loans Assistant/Office Clerk at York University
    Jun 2010 - Oct 2011 · 1 yr 5 mos

  • Accountant Trainee/Customer Service at Optimum Health Clinic
    Apr 2006 - Aug 2010 · 4 yrs 5 mos