Darren Daniel Email & Phone Number

Toronto, On, Ca

Mississauga, Ontario, Canada

As a seasoned personal banking and investment consultant, I bring a wealth of experience in guiding clients towards financial success. With a proven track record in real estate lending sales exceeding $20 million, investment volume surpassing $10 million, and fostering partner business referrals totaling over $20 million, I am dedicated to delivering exceptional results.My expertise lies in collaborating with clients to discern their unique investment objectives, crafting tailored strategies aligned with their goals, and providing transparent communication every step of the way. From issuing comprehensive portfolio reports to managing tax documentation, I ensure my clients are well-informed and empowered to make sound financial decisions.I possess a keen ability to analyze diverse markets, conduct thorough research, and recommend suitable investment products tailored to individual needs. Moreover, I am adept at making timely adjustments to investment portfolios, safeguarding wealth while adapting to evolving market conditions.With a commitment to open, consistent, and honest communication, I prioritize building trusted relationships with my clients, ensuring their financial well-being remains paramount. As your personal banking and investment consultant, I am dedicated to helping you achieve your financial aspirations with confidence and peace of mind

Toronto, Ontario, Canada

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering client questions about financial plans and strategies and giving financial advice.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.Implementing financial plans or referring clients to professionals who can help them.Managing and updating client portfolios.Contacting clients regularly to discover changes in their financial status.Building and maintaining your client base.

Mississauga, Ontario, Canada

• Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch.• Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact.• Contribute to team sales results by listening and spotting opportunities to offer additional advice.• introduce clients to the capability of RBC partners, or personally fulfil client solutions.• Understand & resolve client concerns, where possible, at first point of contact.• Educate & assist clients with using RBC digital capabilities.• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.

Toronto, Ontario, Canada

• Providing timely, efficient, courteous and respectful customer service by trying to provide apt solution to problems or escalating them to the appropriate department • Negotiating, planning and assisting customers with correct payment resolutions on one or multiple mortgages.• Researching and answer questions regarding account status; assisting as personal financial advisor over the phone and ownership of fiduciary responsibility for the creditor. • Initiating consumer negotiations for debt recovery through phone.• Conducting payment transactions electronically and negotiating payment arrangements for customers on their accounts within FDCPA guidelines • Using skip trace when needed to find additional customer contact information and to collect on delinquent accounts. Requirements

Mumbai, Maharashtra, India

Bacholers Of Commerce, Accounting And Finance

Post Graduation, Financial Planning And Services

Post Graduation, Marketing/Marketing Management, General