Log in


<< First  < Prev   1   2   3   4   5   ...   Next >  Last >> 
  • 30 Nov 2017 8:59 PM | Siyao He (Administrator)

    多伦多职场华人年度盛典-CCFA 2017.12.09圣诞晚会

    Bay Street Chinese Christmas Party






    2017 Bay Street Chinese Christmas Party















    WeChat ID: luyang_yan




  • 20 Sep 2017 8:53 PM | Siyao He (Administrator)


    The Manager is responsible for the quarterly production and analysis of the Bank’s Economic Credit Capital (ECC). This requires understanding the key inputs, outputs, and methodology for the ECC engine, Risk Frontier and Return on Economic Capital metrics. You will work on the bank’s credit portfolio data and the related risk parameters, such as PD, LGD, asset correlation R-squared etc. The manager is also responsible for  the IFRS 9 Expected Credit Loss (ECL) reporting to international subsidiaries and units. This role involves analytical work around ECL and EC and supporting internal stakeholders and senior managements’ requests.


    ·         Understand key components of the bank’s EC models.

    ·         Develop / enhance strategic credit risk analytics and advisory applications, maintain / automate existing applications; design and develop “ad hoc” presentations and special projects in SQL and C++.

    ·         Keep abreast with advances in credit risk analytics developments, products, and applications by vendors, consultants, regulatory agencies and competitors. Recommend/develop enhancements appropriate for the Bank.

    ·         Perform independent analysis of potential enhancements to the existing ECL and EC models and communicate and document the results or findings

    ·         Responsible for Quarterly EC production / concentration report and annual stress testing exercise.

    ·         Understand the ECL calculator (the structure and script using SQL and Python) and ECL methodology

    ·         Collaborate with internal stakeholders such as Internal Ratings Management, Enterprise Stress Testing, Information Technology & Systems (IT&S) business lines, and Enterprise Risk Management for methodology improvement to ECL and capital.  Apply specialized knowledge of Expected credit loss methodology, in ECL analytics and implementation. Assist the internal and external ECL reporting and disclosure.

    ·         Ensure compliance with relevant internal policies, procedures and regulatory requirements. Manage timely resolution of audit and regulatory issues.


    ·         Master’s degree in Math, Engineering, Finance, Physics, or other quantitative areas is required

    ·         3 years of relevant work experience (compensation will be corresponding to experience) is preferred

    ·         Knowledge in regulatory capital requirements, credit product knowledge and capital modeling.

    ·         Comfort and experience working in a project context and juggling multiple competing priorities

    ·         Strong skills in statistical analysis, organizational and analytical skills.

    ·         Strong programming skills in SQL, VBA, Matlab and/or SAS.

    ·         Critical thinking skills and ability to work under tight timelines.

    ·         Good verbal and written communication skills and proven problem solving skills.


    ·         The incumbent works in a standard office environment under occasionally stressful conditions.  Due to the complexity of measurements and models, problems arise frequently which the incumbent must resolve within tight deadlines.

    ·         The incumbent uses a PC or workstation for a substantial part of the day and uses sight extensively.

     Location(s):  Canada: Ontario: Toronto


    Contact Person: YoungBin Choe

    Email: YoungBin.Choe@scotiabank.com

  • 03 May 2017 6:28 PM | Siyao He (Administrator)

    About the event

    Registration Link:



    The objective of this social gathering is to promote the awareness of three professional organizations and provide an opportunity for like-minded people to interact and share common interests. Appetisers will be provided.



    [Please list up to 5 general bullet points explaining the topics the event will be covering.  Highlight what is new, relevant, important or what members are talking about and asking for.    

    • Introduce each organization
    • Value of being CFA charter holder
    • Activities provided by each organization
    • Discuss industry hot topics such as: housing markets; China-Canada trade; cross-border investments; career advancement for immigrants and/or minoritties



    • Learn about initiatives provided by CFA Society Toronto, ASCEND and CCFA
    • Broaden professional network
    • Learn about industry trends from peers


    Date and AGENDA

    22nd June 2017                            

    5:00PM - 5:30PM Registration
    5:30PM - 6:15PM Organizations Introduction
    6:15PM - 7:30PM Reception


    CFA Society Toronto Office
    120 Adelaide Street West, Suite 2205
    Toronto, ON M5H 1T1


    Sue Lemon
    CEO, CFA Toronto Society 

    Sue is CFA Society Toronto’s Chief Executive Officer and leads the Society’s strategic direction which includes promoting high ethical standards in the financial industry and increasing the visibility of the charter with key partners in the financial community. An experienced and successful investment executive in fixed income markets Sue formed MSL Advisory Corp in 2008.

    Through-out her career Sue has held progressively senior roles at Canada Trust, CT Investment Counsel, Nesbitt Thomson, and CIBC World Markets. Sue led her team at CIBC to a #1 ranking in the Greenwich sales survey. Sue is a Past President of the Society and has been an active volunteer for the past 20 years, notably mentoring young industry professionals. Sue is a cum laude graduate of Ryerson Business Management and earned her charter in 1989. 

    Kelvin Tran 
    SVP & Chief Auditor, TD Bank

    Kelvin Tran is Senior Vice President and Chief Auditor at TD Bank Group. Kelvin has overall responsibility for the planning, execution and reporting of audits, regulatory reviews and special projects. He is also responsible for the administration and staff management of this global function, with over 400 employees operating out of six locations around the world.

    Kelvin has been with the Bank for over 17 years in progressively senior roles, including Head of Enterprise Decision Support, Treasury and Balance Sheet Management and Chief Accountant. Most recently, Kelvin was the Chief Financial Officer of TD Securities where he oversaw the day-to-day activities of its global finance departments, where he led the teams responsible for capital management, valuation policies, productivity, financial planning and management reporting, analysis and control.

    Kelvin is Chair of both the TDBG Visible Minority Committee and the Diversity Leadership Council of the Office of the CFO. He is the founding President of Ascend Canada, a not for profit organization focused on developing Asian leaders. He is also a past member of the board of directors of Diabetes Canada and past chair of its audit committee.

    Dianna Zhang
    Vice President, Capital and Exposure Analysis at Scotia Bank

    Dianna Zhang is the President of the Canadian Chinese Finance Association and Vice President of Global Risk Management in Scotia Bank. She has been involved in a diverse mix of risk management activities for the past 15+ years. In her current role, Dianna has responsibility for the Bank's market risk capital, credit risk capital, capital optimization, and non-retail expected credit loss for IFRS 9 and risk data aggregation projects in Market risk and counterparty credit risk. She also directs analysis to market risk Value at Risk and stress testing limit, and counterparty credit limit monitoring and management. She have over 20 years of managerial and leadership experience in both Canada and China. Dianna holds an MBA and a CFA designation. She has extensive financial analytics experience in enterprise risk, capital management and stress testing covering all risk types. Dianna is also a frequent speaker in multiple conferences in North America and Asia.



    Anyone who is interested in knowing more about the three associations and broadening their professional network should attend the event. 

    Registration Link:


  • 30 Apr 2017 8:51 PM | Yadong Wang (Administrator)
    受上海市金融工作党委、上海市金融服务办公室委托,加中金融协会对2017年上海三类金才(海外金才、领军金才、青年金才) 选拔工作集中宣传。4月24日,市委组织部、市金融工作党委、市金融办、市人力资源和社会保障局、市财政局联合启动2017年上海海外金才、领军金才、青年金才选拔工作。






  • 28 Nov 2016 1:29 PM | Yadong Wang (Administrator)



    1. 财务总监,风控总监,技术总监

    2. 国际业务部 董事总经理,高级客户经理

    3. 资本市场风控岗,金融产品开发岗,驻外机构代表

    4. 审计师,网络金融,国际结算管理,衍生品计量岗,

    5. 投资风险高级经理,全球资产配置,大数据工程师等








  • 04 Aug 2016 3:27 PM | Siyao He (Administrator)

    Information Session Icon

    Event Details

    Information Session

    Official Registration Link: 


    Date: Tuesday August 09, 2016 | 06:30 PM - 07:30 PM
    Speaker(s): Andrew Parsons
    Vice President, Qubd Capital, MFin ’16, CFA 

    Tom Galimanas
    Senior Manager, Competitive Risk Insights, CIBC, MFin ‘16, MBA ‘14

    Breanna Brooks
    Assistant Director, Recruitment & Admissions
    Master of Finance

    Rotman School of Management
    105 St. George Street, Room 127
    Toronto, ON

    Location: Toronto
    Cost: Free

    Official Registration Link: 


  • 28 Apr 2016 9:14 PM | Siyao He (Administrator)

    Information Session Icon

    Event Details

    Information Session

    Official Registration Link: 


    Date: Wednesday May 11, 2016 | 06:30 PM - 07:30 PM
    Speaker(s): Sheng Fei, MFin ’15, FRM
    Trading and Risk Audit Manager
    BMO Capital Markets

    Breanna Brooks
    Assistant Director, Recruitment & Admissions
    Master of Finance
    Venue: Rotman School of Management
    105 St. George Street, Room 133
    Toronto, ON
    Location: Toronto
    Cost: Free

    Official Registration Link: 


  • 04 Apr 2016 11:02 AM | Siyao He (Administrator)

    Topic: Digital Personalization - The Secret to Client Engagement & Loyalty

    Speaker: Janice Liu, Senior Manager, Digital Strategy & Sales at CIBC

    CCFA was honored to have Janice Liu, Senior Manager of CIBC Digital Strategy & Sales, to give a Lunch & Learn talk on Friday, March 11th, 2016. Janice shared her insights on digital personalization – the art of connecting with customers from behind a screen.

    Janice leads the Digital Personalization & Campaign Optimization team which develops and executes personalization strategies to achieve digital fiscal sales across CIBC’s digital channels, such as CIBC.com, mobile and mobile app. Janice has over 7 years of experience in digital marketing. Her experience spans various industries from consulting, marketing and fashion wholesale. She successfully launched her own e-commerce business in 2011. Janice is passionate about technology and leveraging digital interactions to drive client-centricity.

    Janice started her talk introducing the Consumer Funnel marketing model, which illustrates a consumer journey from the moment a product attracted consumer attention to the action of purchase. The shape and time span of the “funnel” vary depending on both the consumers and the nature of products. The model is useful as it provides a method to track the behaviour of customers and events that trigger the following stages. With better understanding of customers, digital marketers will build better personalization strategies on each stage.

    From CCFA Communication, by Amy

  • 04 Apr 2016 10:36 AM | Siyao He (Administrator)

    Information Session Icon

    Event Details

    Information Session

    Official Registration Link:  http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160413_MFin_Info.aspx

    Date: Wednesday April 13, 2016 | 06:30 PM - 07:30 PM
    Speaker(s): Aaron Toporowski, MFin ’10
    Director, Middle Market Financial Sponsors, HSBC

    Sheng Fei, MFin '15, FRM
    Trading and Risk Audit Manager, BMO Capital Markets

    Breanna Brooks
    Assistant Director, Recruitment & Admissions
    Master of Finance

    Rotman School of Management
    105 St. George Street, Room 127
    Toronto, ON

    Location: Toronto
    Cost: Free

    Official Registration Link:  http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160413_MFin_Info.aspx

  • 07 Mar 2016 11:04 PM | Siyao He (Administrator)

    Rotman Finance Lab

    Registration Link: 


    Date: Wednesday March 16, 2016 | 06:30 PM - 07:30 PM

    Rotman BMO Financial Group Finance Research and Trading Lab
    Rotman School of Management
    University of Toronto
    105 St. George Street, 2/F
    Toronto, ON
    M5S 3E6

    Location: Toronto
    Cost: Free

<< First  < Prev   1   2   3   4   5   ...   Next >  Last >> 
Powered by Wild Apricot Membership Software