Paul Keizer Email & Phone Number

Toronto, On, Ca

• Cultivate a professional partnership with line of business partners to ensure the achievement of business strategic priorities and operational performance goals, including transformational journeys, through the communication and delivery of initiatives.• Appointed as a SME on a Transformational Journey Team, leading to the success of 4 advisor strategic initiatives meant to accelerate advisor productivity through enhanced interactions between advisors and clients and alignment to clients’ channel preference.• Prioritize and delegate projects to regional leadership based on areas of specialty and recent performance metrics. • Supervise and motivate 4 direct reports who support key businesses with the objective of driving advisor enablement, skill building, pricing strategies and product innovation. • Interface with internal partners while developing roadmaps and defining/enforcing KPIs. • Offered key insights while developing the ‘No Client Turned Away’ strategy, enabling the delivery of workshops to senior leaders across the country focused on advisor availability to help them dive deeper into their business and enhance productivity impacts.• Recognized for playing an integral role in the implementation of new reporting aligned to key productivity measures; standardized the view across all levels of leadership to gain consistency and transparency.• Executed multiple investment learning strategies to maximize advisor capability with the longer-term goal of driving productivity through advice.

Toronto, Ontario, Canada

• Championed the enhancement of sales processes and leadership routines to promote award-winning client experience, advice delivery, employee engagement, and business growth within the Bank’s branch and call centre networks.• Pioneered the launch of a differentiated client experience journey across Integrated Markets and Career Sales Force that achieved a 20% YoY increase in client anchoring and retention.• Introduced an enhanced reporting tool in support of the internal coaching model, with an expected increase in productivity of 20–30%, improved employee engagement, and deeper career conversations.• Orchestrated the selection and implementation of an Integrated Markets Pandemic Emergence strategy to guide the creation and updating of 75+ complex routines, allowing the business to seamlessly transition to post-pandemic work.• Pinpointed a gap in the in-person branch advisor availability and devised a dashboard to support leaders in understanding who is available and by what mode in their branch, resulting in a 12% improvement.• Translated large, complex datasets reflecting multiple metrics into actionable insights and strategies. • Conducted detailed analysis of the referral anchoring strategy, informing the reprioritization of 100k+ opportunities per month and driving a 15% increase in anchoring for the highest priority leads.• Explained report findings and conclusions to C-suite management to obtain buy-in for proposed actions and changes.

Toronto, Canada Area

• Conceptualized the overall vision, strategy, and roadmap to promote the retention and financial performance of 2M+ mortgage clients for the largest home equity financing portfolio in Canada.• Directed the delivery of a transformative client anchoring program focused on optimizing client experience and long-term retention; led to increased application conversions and a 200–300 bp increase in multi-product offers.• Coordinated the implementation of a framework to streamline HELOC utilization, resulting in higher approvals and up to 5% increase in utilization growth across key segments.• Spearheaded the design, delivery, and execution of an industry-differentiating digital tool that equips advisors to defensibly translate mortgage rates, offers, and discounts into a single figure demonstrating the full value of an RBC mortgage; this tool is used for 3,500+ enhanced advice conversations per month.• Contributed to the development of the 2019 ‘Geared for Growth’ Home Equity Finance program, which achieved 115% premium growth, a 180bp improvement in retention rates, and 110% of the acquisition targets.• Attended and participated in high-level meetings with executive/board leaders and stakeholders to discuss performance, report project progress, and collaboratively address arising issues.

• Monitored the performance of the largest community in Southwestern Ontario, accelerating business growth, deepening client relationships, and optimizing the employee and client experience.• Provided leadership and direction to a team of 40+ financial service professionals focused on client acquisition and retention, with an emphasis on providing outstanding advice on a full range of products and services.• Served as an organizational representative and advocate in all external interactions within the community; expertly investigated and resolved escalated inquiries and concerns. • Facilitated the successful launch of the largest community in Southwestern Ontario; converted a business with negative growth to positive 4.3% within 2 years through a relentless focus on internal and external partnering.• Planned and executed a complex change management initiative involving the consolidation and relocation of branches while maintaining a laser focus on managing client and community expectations and employee engagement; recognized for a record of no staff loss, no complaints, and an increased business retention rate of 45% YoY.

Ontario, Canada

• Oversaw the acquisition and maintenance of key home builder relationships across Southwestern Ontario, with a focus on developing opportunities for new mortgages and net new clients.• Drove progressive growth in builder-funded mortgages by 6–10% annually across RBC’s fourth-largest region through enhanced mortgage specialist strategic partnering; attained new mortgage business of $500M+ yearly, representing 17% of the region’s overall new mortgage volume.• Interfaced with the internal marketing group while developing new marketing strategies, including an industry-first builder pitch kit that provided Mortgage Specialists with the required information to acquire new builder sites.• Designed and actualized a dedicated webpage to support the efficient sharing of valuable information of RBC-approved builder sites to clients, give builders access to clients, and inform clients of which builders are supported by RBC.

• Responsible for the delivery of a superior client experience and optimal sales performance of over 20 employees. Focus resulted in YoY increases in NPS scores of between 5 – 7%.• Created an environment focused on building strategic coaching routines including contact management and being prepared to increase efficiencies, profitability and sales growth.• Collaborated with internal and external partners to grow Mortgage and Investment business by over 5% each year.

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