Erik Vitols, Cfa Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

Collingwood, ON

• Identifying and understanding needs of clients and matching them to suitable products/ services
• Building and creating strong relationships with clients in order retain their business for the long term
• Job shadowing other advisors to gain experience working with the systems and interacting with clients

Toronto, Canada Area

• Conducted Functional System Testing (FST) for enterprise wide Policy and Procedure Library (PPL) for RBC
• Acted as main point of contact with vendor for raising and tracking defects
• Created initial Master Test Plans (MTPs) for various projects
• Participated in the interview process for future Co-op students

Toronto, Canada Area

• Coordinated the Desktop Software Update (DSU) Application Compatibility Testing (ACT) activities for Finance Solutions
• Created the Daily Status worksheet and provided an overall status to the management team on a weekly basis
• Assigned application owners to testing environments and tracked issues to ensure testing timelines were kept

• Represented the Royal Bank of Canada (RBC) at Bishop’s University for recruitment purposes
• Coordinated with the Royal Bank of Canada to sponsor BUCS (Bishop’s University Commerce Society)
• Provided updates to the Royal Bank of Canada with campus events where RBC could attend and possibly sponsor

• Helped supervise the launch of the new Balance Protector Premier product at an outbound call center
• Analyzed and reported on data sent to the Royal Bank of Canada from multiple outbound call centers
• Assisted in day-to-day tasks relating to the Balance Protector product
• Updated the Royal Bank of Canada's internal records on competitors Balance Protection products
• Processed new customer enrolments via TSYS on the new Balance Protector Premier plan

Collingwood, Ontario

• Organized racers into several groups based on overall skiing ability
• Successfully introduced athletes into ski racing
• Strengthened athletes overall technique by demonstrating proper form and introducing new drills
• Accomplished getting three athletes to sweep the podium in the Club Championship Race
• Guided an Entry Level coach on how to control a group of 15 athletes

• Assumed the role as a gate keeper by carefully watching a certain section of the course to see if athletes have straddled or missed a gate, which would lead to them being disqualified
• Maintained the race course by replacing broken gates, fertilizing the course, and side slipping out the ruts to ensure that the athletes have a safe racing environment

Education record

Bachelor Of Business Administration, Finance & Marketing Co-Op Option

Cfa Level Iii Candidate