Bill Fahey

Bill Fahey Email and Phone Number

Financial Planner at RBC @
Bill Fahey's Location
Toronto, Ontario, Canada, Canada
Bill Fahey's Contact Details

Bill Fahey personal email

n/a

Bill Fahey phone numbers

About Bill Fahey

Bill Fahey is a Financial Planner at RBC at Royal Bank of Canada, Royal Mutual Funds Inc. He possess expertise in investments, options, equities, fixed income, banking and 16 more skills.

Bill Fahey's Current Company Details
Royal Bank of Canada, Royal Mutual Funds Inc

Royal Bank Of Canada, Royal Mutual Funds Inc

Financial Planner at RBC
Bill Fahey Work Experience Details
  • Royal Bank Of Canada, Royal Mutual Funds Inc
    Financial Planner
    Royal Bank Of Canada, Royal Mutual Funds Inc Jul 2015 - Present
    2514 Bayview Ave North York On, M2L 1A9
    www.rbc.com/legal
  • Cibc
    Senior Financial Advisor
    Cibc Jan 2006 - Jul 2015
    Toronto, Canada Area
    Providing financial advice to the branches highest value clients 17 million in new assets 2014 Top quartile performance nationally 2013 First in the district in CAMI sales 2008 Highest customer feedback rating in cluster 2010 Develop investment and retirement plans to accordance with clients goals Provide mortgage, loan, and line of credit services Monitor and review investment and RRSP accounts with clients regularly
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  • Canaccord Capital Corporation
    Investment Advisor
    Canaccord Capital Corporation Oct 2003 - Oct 2006
    Managing investments for individuals and corporations ensuring conservative stable growththrough building and implementing financial plans.Developed a new book of business from the ground up through seminars, newsletters and referralsfrom satisfied clients.Successfully developed a weekly seminar program for prospective clients on board the BCFerry system.Developed a cross referral network of professional contacts of lawyers, accountants,notaries, mortgage brokers and realtors.Received annual performance award based on new asset growth (Top 20% nationally
  • Royal Bank Action Direct
    Manager, Customer Service
    Royal Bank Action Direct Jan 2001 - Jan 2003
    Managed 11 staff, responsible for resolving customer concerns, including identified highnet worth (Royal Circle) clients.Initiated and implemented informational tours of the Action Direct trading centre for RBCbanking staff which improved their familiarity with Action Direct's operations, productsand people, and increased opportunities for referrals and cross-selling.Created and delivered training to branch staff at their work sites, which improved theiroverall knowledge and customer service while increasing sales.Achieved national ranking of second in new account growth by directing departmentprogram, which trained staff to incorporate a sales-focused approach in their customerservice, thereby enhancing the skills and service levels provided by the group.Developed and executed strategies to increase staff morale and decrease client telephoneabandonment rate.Initiated, developed and implemented a new email tracking system which improved customerservice follow-up and identified trends in client needs.Initiated a report to management team that summarized client needs, and providedrecommendations that improved overall user-friendliness and security of the web site.
  • Rbc
    Senior Manager Trading
    Rbc Jan 2000 - Jan 2001
    Managed 45 staff responsible for on-line and telephone trading.Recruited and trained new staff, including management of all performance issues.Key member of project team that successfully developed and launched new Centrex callqueue system; trained all staff during implementation stage.Initiated new policies and procedures, which resulted in increased efficiency, increasedcustomer calls per representative, and decreased error rate.Manager, On-Line Trading (2000)Executed start-up operations for BC and Yukon branch office, including the recruitmentand training of a team of 19 staffAssessed office equipment requirements and coordinated logistics to successfullyestablish operations on schedule and within budget.Achieved lowest error rate in the country.Established new Help Desk for clients to conveniently trouble-shoot problems
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  • Rbc
    Assistant Manager Trading
    Rbc Jan 1997 - Jan 2000
    Managed Asian Client Group and Ontario/Atlantic Client Group with 26 staff.Achieved award for creative improvements to operations and services, saving company$750,000 over three-year period.Oversaw one-year project to start up Internet and PC Trading Client Group involving twoteams and 14 staff; designed Internet trading platform that was rated best in the industryin independent surveys.Set up policies and procedures, decreased error rate by 50 percent within one year,improved efficiency ratio by 20 percent over three years, exceeded annual sales targets by130-150 percent.
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  • Rbc
    Senior Investment Representative
    Rbc Jan 1995 - Jan 1997
    Supervised Preferred Client Group (assets over $250,000) with team of seven staffAchieved award for improvement in IVR (Interactive Voice Response) System.Initiated marketing of IPO New Issues to four branches across Canada; achieved $50million in sales within a two-year period.
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  • Rbc
    Investment Representative
    Rbc Jan 1990 - Jan 1995
    Successfully managed 120 clients per day, exceeding sales targets in every year.Account representative for all high profile accounts in Ontario.
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  • Rbc Dominion Securities
    Reconciliation Officer
    Rbc Dominion Securities Jan 1987 - Jan 1990
    Reconciled on a daily basis the firm's position with the TSE, MSE, NYSE, NASDAQ and otherexchanges.Liaised with institutional bond and institution equity traders, fixed income and optiondesk to ensure all positions were properly posted.Trained on the TSE floor.
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Bill Fahey Skills

Investments Options Equities Fixed Income Banking Wealth Management Strategic Financial Planning Finance Portfolio Management Marketing Trading Credit Financial Analysis Securities Wealth Financial Services Bonds Derivatives Risk Management Sales Mutual Funds

Bill Fahey Education Details

Frequently Asked Questions about Bill Fahey

What company does Bill Fahey work for?

Bill Fahey works for Royal Bank Of Canada, Royal Mutual Funds Inc

What is Bill Fahey's role at the current company?

Bill Fahey's current role is Financial Planner at RBC.

What is Bill Fahey's email address?

Bill Fahey's email address is bi****@****ers.com

What is Bill Fahey's direct phone number?

Bill Fahey's direct phone number is +141698*****

What schools did Bill Fahey attend?

Bill Fahey attended York University.

What skills is Bill Fahey known for?

Bill Fahey has skills like Investments, Options, Equities, Fixed Income, Banking, Wealth Management, Strategic Financial Planning, Finance, Portfolio Management, Marketing, Trading, Credit.

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