Sofia Khan Email & Phone Number

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.

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.
• 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.

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.

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.

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..

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.

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.

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.

Mcgill Certified Agile And Scrum Master, Project Management

Personal Financial Services Advisor

Branch Compliance Officer

Investment Funds In Canada

Accounting Technology/Technician And Bookkeeping