Sandra March, Pfp Cfp Email and Phone Number

Quickly identify clients with investments outside RBC, build trust and confidence and place assets with home of best fit within RBC Financial Group.Representing several areas within RBC, Financial Planning, Private Wealth Management, Full Service Brokerage, Trust Department wills and estates.Proactively call leads to identify potential clients and maintain a pipeline for follow up contact to attract new clients to RBC Financial Group.Coach Account Managers and other branch staff on product knowledge and tool usage.Organize and host client workshops and seminars to highlight financial planning and investment strategies and gain additional clients to RBC.Stay up to date with changes of competitor's products in the investment industry.Ensuring accreditation for required CE credits annually.Collaborative relationship with partners from different segments within the RBC Financial Group

To provide in-depth financial solutions prompted by changes in life events. Specifically retirement, estate planning and retirement income planning.

Build and develop solid client and business relationships in order to successfully broaden CIBC's business base.Develop investment and cross-product sales for all banking services/products targeting affluent high value clientsReview and assess compliance functions in all investment and banking customer servicesBuild trusting relationships with clients and on an on-going basis, provide holistic financial planning.Conduct periodic portfolio reviews to ensure clients are well positioned to reflect current risk tolerances and investment objectives.Provide sales support and mentor new staff as well as assist with training functions.Selected as a member of the CIBC Imperial Service London - a team of 16 financial advisors selected for the purpose of providing service and policy leadership within CIBC financial planning functions.