YCTEAM.CA

- Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. -promoting and selling financial products to meet given or negotiated sales targets -researching the marketplace and providing clients with information on new and existing products and services - Implementing financial planning recommendations, or referring clients to someone who can assist them with plan implementation. -Recommend strategies clients can… Show more - Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. -promoting and selling financial products to meet given or negotiated sales targets -researching the marketplace and providing clients with information on new and existing products and services - Implementing financial planning recommendations, or referring clients to someone who can assist them with plan implementation. -Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning. -Conduct seminars and workshops on financial planning topics such as Investment strategies, retirement planning, and estate planning. Show less

Assisted personal and business clients with their daily banking needs ● Responded to client inquiries promptly and accurately throughout the transactions. ● Resolved problems or discrepancies concerning customers' accounts. ● Contributed to team sales results by introducing and advising of RBC products, offers, and opportunities to clients ● Persisted to enhance proficiency in the role by not only completing courses but also learning from colleagues. ● Asked and share about… Show more Assisted personal and business clients with their daily banking needs ● Responded to client inquiries promptly and accurately throughout the transactions. ● Resolved problems or discrepancies concerning customers' accounts. ● Contributed to team sales results by introducing and advising of RBC products, offers, and opportunities to clients ● Persisted to enhance proficiency in the role by not only completing courses but also learning from colleagues. ● Asked and share about complex situation with managers and colleagues to manage risks. Show less