David Milner Email & Phone Number

Toronto, Canada Area

Driving investment sales and asset consolidation opportunities for our existing clients while also attracting new clients to the branches. Helped to improving the client experience within the branches by providing in-depth investment knowledge to the clients and staff. Provided leadership within the branch to help raise the capabilities of the branch staff with investment knowledge and client discovery. Worked to build brand awareness and community engagement through hosting quarterly in branch seminars as well as presenting to local businesses and organizations. Was the winner of the 2020 CIBC Ontario Region Peoples Choice Award as chosen by my peers. Recognized for my help and support of my team members to build their businesses.

Greater Toronto Area, Canada

Consistent volume and revenue growth year over year. Worked with my RBC partners to look for outside asset accumulation opportunities for investments, commercial banking, mortgages and day to day banking needs. Working with clients and the bank to provide advice digitally and online to help migrate clients to new platforms and options.

• Strategic financial planning and investment consulting • Help private clients with investment recommendations to reach their financial goals • Financial planning, marketing, investment research and client communication

• Support senior investment advisor with private clients management• Manager smaller account as lead advisor• Creating financial proposals and marketing material for senior IA• Producing marketing and client communication material

Editing and producing monthly magazineAdvertising sales and designWriting and editing magazine content

Diploma In Business Admionistration Advertising

Diploma In Business Management Marketing

Education record