David Yu- Commercial Banker

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David Yu, Relationship Manager

TD Commercial Banking


Sir Charles Tupper Secondary School, Class of 2003



Career – Quick Facts

Career Path:
Annual (Gross) Salary:
Canadian Schools offering:


Social Interaction
100%
Problem Solving
90%
Physical Requirement
20%

1. What year did you graduate secondary school?
I graduated from Sir Charles Tupper in 2003.

2. What is your current job title?
Relationship Manager, Commercial Banking

3. Where and for whom do you currently work for now?
TD Commercial Banking

4. What inspired you to pursue your career?
An interest in banking as a kid and helping people with their personal finances.

5. What do you love about your career?
Being able to help and advise people with their banking.
The variety of jobs that I’ve had within the Bank. I’ve been able to work with day to day banking, investing and now I specialize in lending.

6. Any negatives about your job to share?
Heavy focus on working in the office. If you like working with your hands, this may not be the career for you.

7. What characteristics are ideal for someone pursuing your career?
Someone who has an interest in finance with a strong desire to learn and work hard. Someone who then enjoys being able to share that knowledge in helping and assisting others. Effective communication and the ability to work within teams are also characteristics that will lead to a successful career in banking.
A strong academic background.

8. What is the most rewarding part of your career?
Being able to help someone achieve their goal and the impact that I had from the advice that I gave.

9. What courses would you recommend to take during highschool to help in your career path?
Math 12, Accounting, Marketing, English

10.Describe your academic and non-academic path to your profession (the more detail the better!)
Graduate of Sir Charles Tupper in 2003.
Bachelor of Finance from the University of British Columbia in 2007.
Chartered Financial Analyst (CFA) Charterholder
Canadian Securities Course
Professional Financial Planning Course

I started out working as a Financial Advisor, assisting personal clients with bank accounts, investments and personal lending. I then moved over to Commercial Banking and worked as an Analyst, crunching numbers and assessing risk for an existing portfolio of clients. I am now engaged in business development and sourcing new clients as a Relationship Manager.

11. What do you like to do for fun?
Spending time with my friends and family
Traveling (Europe, the US and Asia!)
Sports – Snowboarding, Running and previously Hockey
Video Games
Poker and Board Games

12. Favourite hockey team or proudest Canadian thing?
Detroit Red Wings

13. If you could go back in time, what advice would you give your younger highschool self?
Get more involved in extra curricular activities.
Volunteer
Challenge myself.

May I contact you with questions?
Sure! Shoot an e-mail to mentorsoftupper@gmail.com with the subject line “Contact: David Yu” and your question.
(Responses may take some time.)

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