Laura Smith
St. John’s
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Currently seeking a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
17
17
years of professional experience
Work History
Financial Advisor
RBC Royal Bank
09.2010 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Client Advisor/Banking Advisor
RBC Royal Bank
11.2006 - 09.2010
- Enhanced client satisfaction by providing personalized advice and tailored product recommendations.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Contributed to company growth by identifying new business opportunities and cross-selling services.
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Excelled in meeting sales targets, contributing significantly to the overall success of the overall success of the team.
- Provided exceptional customer service, consistently receiving positive feedback from clients and colleagues alike.
- Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
Education
Branch Compliance Officer -
Canadian Securities Institute
01.2014
Certificate in Financial Services Advice -
Canadian Securities Institute
01.2013
Investment Funds in Canada (IFIC) -
Canadian Securities Institute
01.2010
Level III Diploma -
Prince of Wales Collegiate
01.1996
Skills
- Critical Thinking
- Salesforce
- Attention to Detail
- Microsoft Excel
- Analytical Skills
- Product Promotion
- Relationship Building
- Client Interviews
Telephone
(709) 576-4690, (709) 687-5218
Languages
English
Full Professional
Timeline
Financial Advisor
RBC Royal Bank
09.2010 - Current
Client Advisor/Banking Advisor
RBC Royal Bank
11.2006 - 09.2010
Branch Compliance Officer -
Canadian Securities Institute
Certificate in Financial Services Advice -
Canadian Securities Institute
Investment Funds in Canada (IFIC) -
Canadian Securities Institute
Level III Diploma -
Prince of Wales Collegiate
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