Steven Marosik Email & Phone Number

Richmond Hill, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

I work with clients helping them transition through life's intricate journey. My role entails assessing the client's current financial situation and utilizing the resources of RBC financial group to help my clients achieve their unique financial goals.

Will work with you to create and execute your investment strategy, and will provide ongoing advice with a view towards your goals over the long term.My goal is to assist you to accumulate and preserve wealth for generations. We will strive to anticipate any necessary changes and adjustments, recommend new solutions when appropriate, and maintain regular contact with you to keep you informed.

Initiated a new sales program that resulted in month over month increases in operating profit and return on assets. Generated an average of 5-10 new accounts a month by cold calling, and using a consultative sales approach consistently exceeding monthly sales targets.Developed a successful incentive program with the objective to control marketing costs and acquiring new clients.

Implemented effective marketing strategies and communicated with high net worth clients and prospects answering questions and advising on wealth management solutions. Completed monthly/annually financial reports such as cash flow; gain and loss calculations; revenue and profitability; NPV/IRR, and assembled financial reporting for client accounts. Assisted in prospecting for new clients, organized trade shows and seminars, and developed professional networking relationships with professionals in related fields.

Worked closely with Members of Parliament on the Standing Finance Committee researching issues and interviewing Canadian industry leaders on the topic of productivity and competitive advantage in various industries (Mining, Manufacturing, Banking, Telecommunications and etc. (Budget 2006: Focusing on priorities).Conducted extensive market/industry research, and provided analytical input to help determine the best strategic grant allocation for sectors of the Canadian economy, emphasis on metals and mining, natural resources, conventional and alternative energy.

Processed client applications, executed trades, ensured timely and accurate trade settlements, completed complex financial transactions and rebalanced investment portfolios. Served as a liaison between financial planners, back office staff, addressing issues such as; security re-orgs and following up on in-kind and cash transfers from other financial institutions.Alleviated administrative work from financial planners and added value by creating sales tracking tools and sending out marketing materials (prospectuses and birthday cards).

Assisted brokerage clients by providing real-time quotes, tracking of interest/dividend payments, processing wire transfers/swaps/FX, monitoring and reconciling daily cash balances. Advised on effective investment solutions and supported equity, fixed income, and mutual fund trade desks, effectively gathering assets and producing leads; (consistently ranking in top 10 out of over 500 investment representatives at TD Waterhouse Canada.) Frequently supported fixed income and mutual fund departments during volume spikes, exercising sound knowledge and expertise on the subject.

Cultivated strong client relationships and successfully solicited a range of financial products and services to walk-in branch clientele.Advised new and existing clients on various credit alternatives and tailored financial solutions.Investments - mutual funds, banker's acceptance, money market, gov. and corp. bonds, GIC's.Credit - commercial and residential mortgages, insurance, lines of credit, loans, and credit cards.Met and exceeded established sales revenue targets by delivering service that puts clients' needs first.

Bachelor Of Arts (B.A, Economics And Finance

Financial Management Advisor