Sofia Khan Email & Phone Number

Toronto, On, Ca

Greater Toronto Area, Canada

Working in a senior management role within The Enterprise Strategic Client Group which leverages an increasing breadth of subject-matter expertise, both inside and outside RBC. We provide our most complex families and individual clients an unbiased, holistic enterprise coverage model with responsive, world-class advice and bespoke solutions. Working directly with the Head, Enterprise Private Clients (EPC), and Managing Directors, Enterprise Private Clients globally my role is to provide critical One RBC decisions that support the Enterprise Strategic Client Group, EPC segments. Supporting EPC MDs through client centric relationship management support, proactive practice management routines and comprehensive client research to support client strategies.

Mississauga, Ontario, Canada

As the President of the Board for PCC 168, I lead a dedicated team in managing and overseeing all aspects of our community’s operations. My role involves strategic planning, financial oversight, and ensuring the highest standards of living for our residents. Key responsibilities include: • Leadership and Governance: Providing direction and leadership to the board, facilitating effective governance and decision-making processes. • Financial Management: Overseeing budget preparation, financial planning, and ensuring fiscal responsibility to maintain and enhance property value. • Community Engagement: Fostering a sense of community through open communication, addressing resident concerns, and organizing community events. • Operations Oversight: Managing vendor relationships, maintenance projects, and ensuring compliance with all relevant regulations and bylaws. • Strategic Planning: Developing long-term strategies to improve our community’s infrastructure, amenities, and overall resident satisfaction.My tenure has been marked by a commitment to transparency, efficiency, and resident-focused service, contributing to the ongoing success and growth of our community.

Toronto, Ontario, Canada

As a Senior Case Manager within RBC Client Integration Team, I was part of a small group of highly experienced RBC professionals to facilitate the seamless integration of HSBC clients and employees into RBC. I took full ownership of addressing complex issues and concerns that arose for our UHNW clients nationally during the early stages of the integration, providing end-to-end solutions.

Toronto, Canada Area

As part of the Plaza Private Banking Team I delivered high end client experience and day-to-day banking advice to UHNW Canadians following all five principles of the Black Card Experience. UHNW Private Banking goal is to provide exceptional service, exceptional advice and supporting acquisition of new households and growing client relationships through discovery and advice.Through my passion for financial literacy I helped organize and execute digital financial literacy events with our next generation clientele.

Toronto, Ontario, Canada

Analyzed reports and campaign data to proactively identify value-added products for clients, delivering high sales, revenue growth and client satisfaction. Worked with clients on their day to day banking needs, credit and investments. Created strong partnerships with branch partners and professionals to ensure clients needs and goals were addressed. Created practice management routines keeping clients engaged and informed on credit deals creating an experience to exceed clients exceptions. Led a successful digital campaign that facilitated the adaptation of digital tools, displaying adaptability and forward-thinking, resulting in high client net promotor scores. Executed the role of Branch Compliance Officer, conducting audits of Mutual Funds sales to ensure adherence to regulatory standards.

Toronto, Ontario, Canada

As the first single leader ABM reporting directly to a community manager within the market, I drove superior employee engagement results strong increase in Net Promotor Score. Demonstrated commitment to the branch’s revenue by sustaining collaborative relationships with branch partners and internal referral program.I successfully lead a closure of a 60-year-old retail branch, employing meticulous planning and fostering positive communications throughout the process. Maintaining employee morale and addressing concerns from stakeholders and clients, adapting strategies to ensure inclusivity and value. Served as Branch Compliance Officer, upholding regulatory standards, and ensuring ethical business practices.

Mississauga, Ontario, Canada

Managed three branches during my tenor where I supervised and coached a team of sales advisors, provided mentorship, and executed Performance Development Plans. Continuously exceeded sales targets through personalized coaching plans and employee engagement. Effectively managed recruitment process by conducting interviews, making hiring decisions, and onboarding new employees.

Montreal, Canada Area

Working with Commercial clients coordinating and fulfilling their day-to-day financial transactions and my sales targets by enabling employees with tools and self serve options offered by BMO. Worked closely with Commercial Account Managers, keeping them informed on any foreseeing issues to be addressed. Gained foundational skills in front-line branch positions, including critical thinking, active listening, problem solving, and change management. Mentored and trained new employees.

Mcgill Certified Agile And Scrum Master, Project Management

Personal Financial Services Advisor

Branch Compliance Officer

Investment Funds In Canada

Accounting Technology/Technician And Bookkeeping