Report to the Manager of Business Application Specialists; provide RBC Dominion Securities branch staff (Investment Advisors and support staff) and partners under RBC Wealth Management with personalized business software training and coaching-provide training/coaching (various formats include one-on-one, small or large group learning sessions) and business solutions to Investment Advisors and their teams to become more efficient and profitable-work in partnership with Branch Management teams to ensure the level of business application training meets the needs of both region and each individual branch-facilitate sharing of best practices amongst RBC Dominion Securities staff in terms of business tools and overall business practices to ensure our applications and tools are used most efficiently to streamline processes and identify revenue opportunities

Reported to the Investment Advisor; assisting the Investment Advisor with new account openings, entering trades and orders as directed by client and/or Investment Advisor, maintaining a contact management system for daily task management, and meeting and greeting prospects and clients-Inputting and following-up on client orders and trades as directed by the Investment Advisors to ensure proper settlement and delivery-Utilizing and maintaining contact management system for daily task management and all necessary follow-ups-Generating and printing reports, research materials, and portfolio reviews in preparation for meetings with prospects and clients-Recipient of the RBC Performance Winner Award for Q2 2014, Q3 2014, Q1 2015, and Q1 2016-Recipient of the RBC Dominion Securities Award of Excellence and 2016 Silver Award Winner

Reported to the Manager of Client Care; respond to client-initiated contacts, deliver fast and efficient customer service, and proactively look for sales opportunities with every client.-Performing financial transactions such as deposits, withdrawals, transfers, drafts, bill payments, foreign currency exchanges, and issuing client cards-Resolving problems at first point of contact where possible and referring more complex situations to supervisors and senior officers-Seeking sales opportunities with all clients and referring to Account Managers and other Sales Partners where appropriate-Recipient of the RBC Performance Winner Award 19 times

Reported to the Calling Room Supervisor/Campaign Assistant; part of the 2010 Spring Annual Calling Campaign that contacts and solicits SFU alumni for contributions to the SFU Alumni Annual Appeal, and build positive, long-term relationships with the SFU alumni.-Improve the contact and call rate by making at least 120 calls per four-hour shift-Accomplish the fundraising and relationship-building goals of the Alumni Annual Appeal by employing effective telephone solicitation techniques-Confirm that accurate alumni records are maintained and ensure thorough records of telephone calls and results are entered into the computer accurately and concisely