Sarah B. Email & Phone Number
Who is Sarah B.? Overview
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Sarah B. is listed as Investment Service Representative at RBC Direct Investing, a with 242 employees, based in Etobicoke, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Sarah B..
Sarah B. previously worked as Investment Advisor at Rbc and Banking Advisor at Rbc. Sarah B. holds Design Charette from Syddansk Universitet - University Of Southern Denmark.
Email format at RBC Direct Investing
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About Sarah B.
With a creative and graphic design background, I'm looking to make a career change and make my way into the financial industry.
Sarah B.'s current company
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Sarah B. work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Connecting with clients for both inbound and outbound calls to identify each clients unique needs for short and long term goals. Providing exceptional client experience and identifying financial needs and referral opportunities to support and meet each clients unique goals. Key Responsibilities:Identifying clients short and long term goals, to provide best tailored advice Provide an exceptional degree of customer care to ensure each client feels valued Digitally enabling… Show more Connecting with clients for both inbound and outbound calls to identify each clients unique needs for short and long term goals. Providing exceptional client experience and identifying financial needs and referral opportunities to support and meet each clients unique goals. Key Responsibilities:Identifying clients short and long term goals, to provide best tailored advice Provide an exceptional degree of customer care to ensure each client feels valued Digitally enabling clients through online resources and navigationIdentifying referral opportunities for RBC partnersProactively calling clients to discover additional financial needs Show less
Banking Advisor
Interacting with clients to help with everyday banking, credit and investment needs. While adding value to the moment that matter to clients and collaborating with RBC partners to help clients achieve their goals. Key Responsibilities Engaging with clients to uncover banking needs, while providing help and adviceFocusing on client education & demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain businessProactively take… Show more Interacting with clients to help with everyday banking, credit and investment needs. While adding value to the moment that matter to clients and collaborating with RBC partners to help clients achieve their goals. Key Responsibilities Engaging with clients to uncover banking needs, while providing help and adviceFocusing on client education & demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain businessProactively take ownership of resolving and preventing client banking problemsAssisting clients with a full range of financial transactions Identifying sale and referral opportunities Digitally enabling clients through online and mobile banking Client on boarding Show less
Freelance Graphic Designer
Branded start-up Entrepreneurial Companies Logo // Stationary designs Brochure and Layout Design Website Design Illustrations
Administrative Assistant
I have worked to build and maintain customer relationships through cash customers and educations customers. Completing daily tasks and others as assigned. Entering in orders into the system, and contacting customers. Key Responsibilities:Building and maintaining client relationships Data entry, collecting and recording accurate information Corresponding with customers via email and phone in a professional manner Creating price quotes for orders Creating and… Show more I have worked to build and maintain customer relationships through cash customers and educations customers. Completing daily tasks and others as assigned. Entering in orders into the system, and contacting customers. Key Responsibilities:Building and maintaining client relationships Data entry, collecting and recording accurate information Corresponding with customers via email and phone in a professional manner Creating price quotes for orders Creating and negotiating contractsMulti-tasking with a team to ensure tasks are completed in an efficient timely manner Show less
Inspiration Team Member, Visual Merchandizer & Demo Coordinator
I have worked many positions as I had started off as an associate quickly moving into visual merchandising and producing demos, to now working at our head office on the order desk. I have been able to adapt and grow within the company to apply skills and knowledge to each role.Key Responsibilities:Creating and corresponding with clients about their ordersMerchandising the displays to reflect sales and new productsPlanning and executing demos of products tips and… Show more I have worked many positions as I had started off as an associate quickly moving into visual merchandising and producing demos, to now working at our head office on the order desk. I have been able to adapt and grow within the company to apply skills and knowledge to each role.Key Responsibilities:Creating and corresponding with clients about their ordersMerchandising the displays to reflect sales and new productsPlanning and executing demos of products tips and tricksProviding excellent customer service via phone, email, and in personMaintaining client relationships Multi-tasking and prioritizing tasks to be completed in a timely manner Show less
Student Rgd Member
Brand Ambassador
Assisting clients to find their perfect timeless pieces. Conducting sourcing for jewelry pieces with specifications for clients. Working as a team to meet weekly, monthly, and yearly sales goals. Consistently hitting $30,000 individual sales goal each month. Key Responsibilities:Maintaining client relationships Maintaining high standards of the store Creating a luxury environment
Graphic Design Intern
Working as a designer assisting with various projects from UI and UX design of websites and apps to editing photos from photoshoots for clients. Assisting on multiple projects with quick deadlines. Key Responsibilities & Tech Used:UI design of websites and apps for companies Editing photos from shoots for print and web application Creating social media campaigns for companiesPhotoshop, Lightroom, Adobe XD, InDesign, Illustrator
Stylist & Visual Merchandiser
Assist customers with frame options that fit their unique style, personality & prescription. Assist with visual merchandising the sales floor, and relay feedback on products from customers for our design team at head office. Responsible for opening and closing the store. Key Responsibilities:Inventory count & Management Visual Merchandising Assisting customers with choosing frame and lens options according to prescriptions Client relationship Key Holder… Show more Assist customers with frame options that fit their unique style, personality & prescription. Assist with visual merchandising the sales floor, and relay feedback on products from customers for our design team at head office. Responsible for opening and closing the store. Key Responsibilities:Inventory count & Management Visual Merchandising Assisting customers with choosing frame and lens options according to prescriptions Client relationship Key Holder Responsible for opening and closing the store Worked at various BonLook locations across the GTA Show less
Sales Associate
Key holder responsible for opening and closing the store Visual Merchandising Buying and selling of merchandise Assisting customers with product knowledge Assisting with the intake and inventory of products
Sales Associate
Key holder responsable for opening and closing the store Assisting with the idealization of future displays and trends Visual Merchandising Buying and selling of merchandise Assisting customers with product knowledge
Babysitter
Supervisor
Key holder responsible for opening and closing the store Managing a team to ensure tasks are done in a timely manner
Sales Associate
Co-Op
Colleagues at RBC Direct Investing
Other employees you can reach at rbcdirectinvesting.com. View company contacts for 242 employees →
Bassim Bawahab
Colleague at Rbc Direct InvestingGreater Toronto Area, Canada
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AA
Andrew Au, Cfp®, Frm
Colleague at Rbc Direct InvestingCanada
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EG
Echo Gu
Colleague at Rbc Direct InvestingCanada
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NS
Nandita Sewgobind
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
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AG
Agaadh Gulyani
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
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MS
Marc Shaka
Colleague at Rbc Direct InvestingCanada
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AS
Alexander Schwartz
Colleague at Rbc Direct InvestingNew Westminster, British Columbia, Canada
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ZT
Zeel Thakkar
Colleague at Rbc Direct InvestingKitchener, Ontario, Canada
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PB
Priyanka Bajaj
Colleague at Rbc Direct InvestingCanada
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WC
Wendy Caldwell
Colleague at Rbc Direct InvestingVancouver, British Columbia, Canada
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Sarah B. education
Design Charette
Ux Design
Advanced Diploma, Graphic Design
Study Abroad, Environmental Studies
Business Leadership, 12
High School Diploma
Music, Art, Drama, Engligh, 11
Frequently asked questions about Sarah B.
Quick answers generated from the profile data available on this page.
What company does Sarah B. work for?
Sarah B. works for RBC Direct Investing.
What is Sarah B.'s role at RBC Direct Investing?
Sarah B. is listed as Investment Service Representative at RBC Direct Investing.
Where is Sarah B. based?
Sarah B. is based in Etobicoke, Ontario, Canada while working with RBC Direct Investing.
What companies has Sarah B. worked for?
Sarah B. has worked for Rbc Direct Investing, Rbc, Freelance Graphic And Web Design, Above Ground Art Supplies, and Curry'S Artists' Materials.
Who are Sarah B.'s colleagues at RBC Direct Investing?
Sarah B.'s colleagues at RBC Direct Investing include Bassim Bawahab, Andrew Au, Cfp®, Frm, Echo Gu, Nandita Sewgobind, and Agaadh Gulyani.
How can I contact Sarah B.?
You can use AeroLeads to view verified contact signals for Sarah B. at RBC Direct Investing, including work email, phone, and LinkedIn data when available.
What schools did Sarah B. attend?
Sarah B. holds Design Charette from Syddansk Universitet - University Of Southern Denmark.
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