Rhonda Smith Email & Phone Number

Kelowna, British Columbia, Canada

Understanding and awareness of the current medical environment and all relevant issues impacting local physicians, including financial or business industry changes, along with potential effects on physician's individual and corporate circumstances.

Kelowna, BC

Provide service and support to the local physician community in an administrative capacity as part of the overall financial team. Identify new opportunities or potential gaps within the overall wholistic financial plan of each client, by understanding individual life circumstances and addressing changing needs due to life changes.

Realize a complete understanding of each unique small business, and develop a relationship of trust with individual business owners, working with them to grow and strengthen their business results. Develop and maintain a professional referral network, providing appropriate connections as required

Providing regular coaching to team members towards behaviors to achieve desired results. Work towards team success by meeting individual and group goals, providing skills training and guidance as required, while maintaining focus on regulatory compliance standards. Lead branch community involvement initiatives. Forward thinking and branch business planning.

Gain an individual understanding of each client's personal story and working with them to achieve their goals, implementing investment and lending strategies tailored to each situation. Develop and maintain a professional referral network, providing appropriate connections as required. Act as a mentor to junior colleagues and role model an accomplished.