Paul Macpherson, Pfp® Email & Phone Number

Halifax Regional Municipality, Ns, Ca

Halifax, Nova Scotia, Canada

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1602-1809 Barrington Street, Halifax, Ns

As a Senior Private Banking Advisor with CIBC Private Wealth Management, I provide comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families across Atlantic Canada. I draw upon a range of top experts in our global Private Wealth Management team to provide you with an unparalleled, innovative range of products and services. I am also a licensed Financial Planner.

800-1871 Hollis Street, 8Th Floor, Halifax, Ns B3J 0C3

RBC Private Banking is an exclusive, personal service created to provide comprehensive financial solutions for high-net-worth individuals and families in Atlantic Canada.

Halifax, Nova Scotia

Deliver on the RBC promise of superior client service by providing innovative credit solutions, professional value-added advice and credit expertise to clients within Private Banking. Responsible for client credit relationships, managing risk, lending revenue growth and administration on shared client files, contributing to unit/team sales objectives and related activities aligned with the Private Banking and High Net Worth value propositions.

Burnside Branch, Dartmouth, Ns

Managed a branch team made up of 17 sales and service professionals leading them to deliver superior client experience and business results with personal and business clients. Focused team on activities that support the execution of the RBC advice promise and developing long term profitable relationship with clients through retention and growth of existing clients business, as well as, new client acquisition and anchoring. Developed relationships with RBC and community partners to capture business opportunities through referrals. Ensured a high level of employee capability and engagement through coaching and sales management empowering my team to reach their full potential. Demonstrated commitment to operational effectiveness balancing meeting business objectives with the risk of loss to the shareholder. RBC Royal Bank, Burnside Branch, is a unique branch located in Burnside Business Park, the largest industrial park north of Boston and east of Montreal. Burnside Business Park is home to more than 1,400 businesses employing in excess of 18,000+ people.

Paradise Branch, Paradise, Nl

Provided overall management of a team of 15 Personal and Small Business Professionals by leading the establishment and achievement of team sales objectives, and related activities to achieve superior client experience, optimal business retention, profitable growth and productivity. Developed RBC Financial Group and community relationships to capitalize on business opportunities. Provided ongoing coaching and development of staff, ensuring a high level of employee capability and engagement through focused sales management routines. The RBC Royal Bank, Paradise branch, is located across the street from the largest Business Park in NL, and in the town of Paradise, which has a population of approximately 18,000. During my time at the branch, the town of Paradise was the fastest growing communtiy east of Ontario. I had the privalege of not only being the first Branch Manager at this location, but greatly enjoyed organizing the Grand Opening, the recruiting, hiring and training of all the new staff members.

Main Branch, St. John'S, Nl

As an accredited Financial Planner, I provided integrated planning and advice to RBC’s mass affluent clients in the Retirement Life stage. My job was to grow and retain a portfolio of high-potential and high-value clients through the delivery of Your Future by Design ® Advice Experience, translating advice into investment, credit, and everyday banking solutions that align to client needs and attainment of life goals. I also partnered with RBC Financial Group colleagues to ensure my clients were offered the level of advice that most appropriately met their needs.

Royal Centre, Halifax, Ns

As a Senior Account Manager Executive Banking, I had a client focused approach to understanding my clients financial needs, providing advice and proposing product/service solutions that met my client needs with a goal of deepening my client relationships and building long-term relationships. I developed and maintained relationships with fellow RBC partners to fully meet the needs of all my clients.

Quinpool Road Branch, Halifax, Ns

Responsible for retaining & growing existing clients, and performing staff & client product/service presentations

Oromocto, Nb

Responsible for attracting new clients, worked closely with Branch Manager performing sales & market development, and acted as Manager on duty in the absence of the Branch Manager.

Grand Falls-Windsor, Nl

Responsible for proactively selling financial products, managing a portfolio of mid-high value clients, performing financial product seminars, and acting as Manager of Personal Banking in the absence of the Branch Manager.

Personal Financial Planner

Personal Financial Planner

Specialist In Financial Counseling Designation

Branch Compliance Officer’S Course

Personal Financial Counseling Program

Canadian Securities Course

Bachelor Of Commerce (B.Com.), Accounting And Economics