Robert Maher Email & Phone Number

Port Elgin, On

Conduct in-depth consultations with clients to assess their financial goals, investment objectives, risk tolerance, and current financial situations.Proactively identify and address customer needs by actively engaging in conversations and actively listening to understand their requirements.Educate customers by providing relevant insights and expert advice, enhancing their understanding of available options.Construct comprehensive plans for customers and leverage holistic approach to help achieve financial goals and objectives.Contribute to the development, retention, and growth of the branch's business by consistently achieving individual and team sales targets, ensuring a positive customer experience.Continuously monitor and manage clients' investment portfolios, making necessary adjustments to align with their financial goals and market conditions.

Owen Sound, Ontario, Canada

Advised clients as their primary consultant/advisor, coordinating with legal and accounting experts when dealing with complex planning scenarios.Delivered expert financial advice on investments, encompassing mutual funds, GICs, bank accounts, mortgages, revolving credit, and personal loans.Provided recommendations to clients on life, critical illness, and disability insurance options.Originated unsought ideas to prepare personalized comprehensive financial plans for clients, offering detailed suggestions for achieving their financial goals.Regularly reviewed clients' accounts and investment performance, adjusting financial plans and investment strategies as needed due to life changes, economic developments, or performance shifts.Developed and nurtured strong, long-lasting client relationships built on trust and exceptional service.

Owen Sound, Ontario, Canada

Managed an assigned portfolio of approximately 500-600 clients, providing comprehensive financial advisory services.Consistently achieved an Individual Performance Factor exceeding 100% by consistently meeting and surpassing both individual and branch targets.Collaborated with legal and accounting experts as necessary to address complex financial planning and tax-related issues for clients.Reached the highest level within the internal Elevate program for Financial Advisors, signifying exceptional performance and expertise in the role. Prepared personalized and detailed financial plans for clients, offering recommendations and strategies to help them achieve their short-term and long-term financial objectives. Evaluated clients' risk tolerance and financial situations to provide tailored investment recommendations that align with their comfort level and objectives.

Owen Sound, Ontario, Canada

Conducted comprehensive financial reviews with existing clients to understand their goals and identify potential investment opportunities.Utilized strong communication skills to ensure clients' needs were met and to clearly convey investment opportunities to Senior Financial Advisors.Collaborated closely with Senior Financial Advisors and investment specialists, ensuring the successful transition of clients referred for investment services.Regularly reviewed client accounts to identify opportunities for optimizing financial solutions and offered recommendations when appropriate.Educated clients on financial products and services, enhancing their financial literacy and enabling informed decisions.Ensured strict adherence to financial regulations and internal policies while servicing client accounts and making referrals for investment services.

Owen Sound, Ontario, Canada

Successfully opened and established a steady stream of new client accounts, increasing the customer base and revenue.Consistently sold a range of financial products and services to new clients, including checking and savings accounts, lines of credit, and loans.Skillfully guided new clients through the onboarding process, ensuring a seamless and positive experience.Conducted consultations with new clients to understand their financial goals and recommend appropriate banking services.Ensured full compliance with financial regulations and internal banking policies while opening new client accounts and providing financial services.

Owen Sound, Ontario, Canada

Assessed the clients financial situations to develop strategic financial planning solutions.Followed all compliance department policies to eliminate procedural errors and margin breaks.Recommended loan approvals and denials based on customer loan application reviews.Originated, reviewed, processed, closed and administered the customer loan proposals.Submitted the loan applications to the underwriter for verification and recommendations.Maintained the strict confidentiality of bank records and client information.Complied with regulatory requirements, including the bank secrecy act, anti-money laundering.Reviewed the collection reports to determine the status of collections and the amounts of outstanding.

Owen Sound, Ontario, Canada