Jonathan (Jon) Adams Email & Phone Number

Port Coquitlam, British Columbia, Canada

Serving as a volunteer Director on the Board for the Port Coquitlam Community Foundation, an organization that serves the people of Port Coquitlam. Our work allows us to invest in local charities that make our communities stronger – now and forever.With a focus on philanthropy, grants, and leadership, our vision is a healthy and vibrant Port Coquitlam. Port Coquitlam Community Foundation strengthens the community by connecting donors to charities that are doing high value work that positively impacts the Poco citizens.Through our annual grants program, we provide funding to numerous local registered charities whose programs or projects have the greatest benefit to our community. We focus on our city’s highest needs, challenges and opportunities in:- Arts, culture & heritage- Health & well-being- Environment- Community safety- Community spirit & quality of life- Sports, fitness & recreation

Langley, British Columbia, Canada

Metro Vancouver

Langley, British Columbia, Canada

Metro Vancouver

I work with various Metro Vancouver businesses and not-for-profits in providing advice on how to improve employee attraction, retention, and engagement through a "Financial Wellness Program". My specific area of expertise is around designing Group Retirement, or other savings plans, which are offered to the organization's valued employees.I have worked in Financial Services for over 18 years, all with RBC. Whether you have an existing group plan, or your considering set up of a new plan I welcome any questions and look forward to the opportunity to advise you.In both 2017 and 2018 I was awarded the Corporate Social Responsibility awards from RBC Group Advantage.

Port Coquiltam, Bc

I opened, and managed, a brand new RBC Royal Bank branch in Port Coquitlam over a 2.5 year period. I had a dozen very special employees who were motivated, dedicated, and inspired to make our branch a special place. We participated in community events on a monthly basis, we created a few campaigns to drive in traffic, and we partnered with other businesses in the community to grow with collaboration.I was proud that our team exceeded our targets prior to the 3 year mark. I was also very honoured to be recognized as a Royal Performance Convention winner in 2014.This role helped me develop my leadership capabilities, partnering activities, and leverage my creativity to create awareness. It was an awesome experience!

Coquitlam

My first experience in leadership. Assistant Branch Manager of a large flagship location: Coquitlam Town Centre Branch. At the peak I had 14 direct reports including most of the sales team and reception staff. I enjoyed managing a diverse group of employees, and helping them develop their capabilities and achieve their career goals. I truly enjoyed working with many new trainees who were either new to RBC, or new to their sales role. I had the pleasure to work with 2 great Branch Managers who challenged me and developed me for further leadership opportunities.

Port Coquitlam

Working within the same Port Coquitlam branch I had trained as a new Account Manager, and grew to take on 2 new roles with larger responsibility. In this role I was an in branch financial advisor who did account openings, lending, investments, etc. I also excelled as an in branch trainer and mentor to newer sales people. In 2008 I was honoured by being awarded the RBC Royal Performance Convention.

Coquitlam

My first role at RBC was part time as a CSR while completing my Business Admin Diploma at Douglas College. I fell in love with the industry, the organization, and helping our clients. I quickly realized my ambition to grow within RBC. During my time as a CSR I completed teller transactions, provided advice around credit card types & account packages, I made quality referrals to colleagues, and provided support as a cash cage alternate. In less than 2 years later I took the next step and was promoted to an Account Manager.

Retirement Plans Associate, Finance, General

Branch Compliance Officer, Investments And Securities

Ific, Investments And Securities

Business Administration And Management, General