Senior Banking Advisor
Current• Managing a diverse portfolio of over 300 high-net-worth clients through messages, providing tailored financial advice and resolved complex client inquiries, maintaining a client satisfaction rate of over 95%.• Acting as a subject matter expert in banking and credit products and services, providing shadowing and mentorship to juniors within the team.• Conducting in-depth market research and analysis to identify investment opportunities such as saving accounts and RRSP, GIC and mitigate risks, resulting in a 10% increase in portfolio returns for clients.• Consistently exceeded quarterly sales targets by 20%, generating over $2 million in new business revenue annually.• Continuously pursued professional development opportunities, including industry certifications and training programs, and in progress to complete the CIFC Course to stay abreast of industry trends and best practices.