Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Abel Shimeles

Toronto,Canada

Summary

Dynamic financial professional with a proven track record at RBC, excelling in sales and customer relationship management. Expert in investments and credit risk assessment, I drive revenue growth and enhance client satisfaction through strategic market development. Committed to regulatory compliance and meticulous documentation, I consistently achieve performance targets.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Associate Financial Planner

RBC
11.2021 - Current
  • Ensures fulfillment and servicing of complex client transactions and investigations.
  • Responds to customer investment and credit requests to fulfill product needs (redemptions/contributions, general banking, credit card/HELOC/refi/LOC, and loan applications).
  • Maintains current knowledge of personal investment and credit products, practices, and trends, and integrates them into customer conversations.
  • Ensures data integrity during file preparation and takes action to correct errors in various systems (Linx, Casper, etc.).
  • Supports the achievement of sales and performance targets.

Business Development Associate

BMO Nesbitt Burns
Toronto, ON
11.2020 - 05.2021
  • Discovered and explored new business opportunities via proactive sales calls with new and existing clients.
  • Maintained existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently SalesForce.com. Kept management informed of all activity, including timely preparation of reports.
  • Identified and facilitated the involvement of key bank resources and stakeholders to further business interest.
  • Maintained meticulous client documentation and interaction tracking, ensuring compliance with company policies while facilitating business development.

Business Development Representative

Global Payments
Toronto, ON
10.2019 - 11.2020
  • Managed a portfolio of clients for the company, typically with an annual net revenue value of $425,000 or more.
  • Identified revenue opportunities and prospective clients within assigned territories through face to face meetings, telephone communications, marketing programs, and other activities as needed.
  • Recognized and closed additional product and/or service sales with existing clients to further develop the client relationship.
  • Managed partnerships (Banks, Associations, VARS, and other partner relationships) and ensured proper service to the partners.

Education

Master of Management (MMgt) -

Schulich School of Business, York University
Toronto, ON
01.2019

Bachelor of Arts (Honours) - Communication And Digital Media Studies

University of Ontario Institute of Technology
Oshawa, ON
01.2018

Skills

  • Sales
  • Market development
  • Investments
  • Credit
  • Customer relationship management
  • Loan documentation
  • Regulatory compliance
  • Credit risk assessment
  • Financial statements expertise

Certification

  • Personal Financial Planner (PFP) at Canadian Securities Institute (in-progress)
  • Personal Financial Service Advise (PFSA) at Canadian Securities Institute
  • Canadian Investment Funds Course (CIFC) at Investment Funds Institute of Canada

Timeline

Associate Financial Planner

RBC
11.2021 - Current

Business Development Associate

BMO Nesbitt Burns
11.2020 - 05.2021

Business Development Representative

Global Payments
10.2019 - 11.2020

Master of Management (MMgt) -

Schulich School of Business, York University

Bachelor of Arts (Honours) - Communication And Digital Media Studies

University of Ontario Institute of Technology

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Abel Shimeles