Supported one of RBC WM’s largest teams, providing market analysis, strategic recommendations, and investment outlook with a focus on North American blue-chip stocks.- Identified asset consolidation opportunities and new investment ideas within the existing client base.- Managed and deepened client relationships by addressing inquiries, providing timely follow-ups, and ensuring alignment with clients' financial goals.- Collaborated with RBC Wealth Management partners to streamline client documentation and improve service efficiency.- Authored the daily marketing missive, “Stock of the Day,” and Weekly Newsletter, enhancing client engagement and driving business development.

Provided administrative support for the team, ensuring seamless client communication, data management, and coordination across multiple RBC departments.- Overhauled the client information database, improving the efficiency of tracking, assessment, and communication efforts.- Enhanced marketing materials and meeting resources to improve client outreach and interaction.- Coordinated client meetings, prepared materials, and provided timely follow-ups to support the Investment Advisors in achieving client goals.- Supported special projects (e.g., tax season, marketing initiatives, system upgrades, etc.) by liaising with RBC departments and identifying new business opportunities within the client base.