Reporting to the Director, Product Management:• Partnered closely with internal teams and external sub-advisors to produce advisor facing presentations, quarterly updates and market outlooks for a variety of mutual fund products• Developed and maintained a variety of files and related administrative systems to log, track, and report on various mutual fund products

As a Mutual Funds Licensed Dealer at RBC my primary role was to:• Provide deeper insight into assessing mutual fund performance and fee structure• Create and effectively manage client portfolios in Government-registered and non-registered plans and accounts