Summary
Overview
Work History
Education
Skills
Websites
Certification
Coursework
Languages
Timeline
Generic

Amaka Sandra Nimnu

London

Summary

Skilled financial advisor with strong background in investment strategies, portfolio management, and client relations. Proven ability to drive financial growth and optimize asset allocation. Focused on team collaboration and consistently delivering results. Adaptable with keen understanding of market trends and regulatory requirements.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

RBC Royal Bank
01.2025 - Current
  • Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
  • Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
  • Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Engaged prospective clients in effort to build and develop new business opportunities.
  • Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
  • Assisted clients during major life events such as retirement planning or college funding preparations.

Assistant Branch Manager

RBC
05.2023 - 01.2025
  • Ensure high employee engagement through talent management, development and career planning
  • Deliver results through strong sales management routines and coaching ability
  • Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
  • Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience
  • Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
  • Leverage partners to establish both internal and external working relationships to support business objectives
  • Address local community needs through appropriate recruitment and management practices
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.

Senior Financial Advisor & Manager's Delegate

Royal Bank of Canada
11.2022 - 04.2023
  • Hold intake sessions / needs analysis to deep-dive into client problem areas for a better understanding of their needs, and offer recommendations to achieve their goals
  • Provide professional advice and education to clients in personal and business banking, addressing complex credit and investment needs
  • Collaborate with market-leading professionals and business banking experts in financial, retirement and mortgage planning, for tailor-made solutions and best practice
  • Leverage technology to deliver on excellent client experience, drive sales and retention
  • Proactively keep track of client's accounts to minimize/eliminate potential problem areas
  • Successfully assisted over 80% of my clients in collaboration with investment specialists, with long term financial planning, cash flow management and budgeting
  • Develop work/project plans in line with RBC's SLA; provide coaching and guidance on technical issues to colleagues

Banking Advisor & Manager's Delegate

Royal Bank of Canada
02.2021 - 10.2022
  • Proactively engaged clients in all areas of bank activities, leveraging the Bank's community involvement to uncover banking needs, provide help and advice, as well as identify sales and referral opportunities
  • Prioritize client education leveraging technology to deliver a memorable client experience with a focus on driving sales and retaining business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions while ensuring follow-ups to meet financial goals
  • Actively listen to and engage clients in conversations to further understand their individual needs, recommending the most appropriate products and services available to meet their needs
  • Proactively owned the resolution and prevention of client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
  • Manage my team by assisting with branch opening and closing procedures

Client Advisor

Royal Bank of Canada
09.2020 - 02.2021
  • Deliver exceptional customer service through excellent transactions completion turnaround time, engaging in needs-based conversations, and communicating with clients throughout the branch
  • Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact
  • Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
  • Educate & assist clients with using RBC digital capabilities

Financial Advisor

Scotiabank
08.2018 - 10.2019
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives
  • Answering client questions about financial plans and strategies and giving financial advice
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients
  • Managing and updating client portfolios
  • Contacting clients regularly to discover changes in their financial status

Sales Representative

Ontario Energy Group
12.2014 - 02.2015
  • Effective use of CRM tools, and targeted outreach to key clients, leading to a boost in revenue and commissions
  • Leveraging CRM software to identify and capitalize on high-value customer segments, generating 10% increase in additional revenue
  • Strategic client engagement and effective use of CRM software, resulting in revenue growth and enhanced customer satisfaction

Education

Diploma -

Addictions and community service
Calgary, Edmonton
01.2023

Post Graduate Certificate Program -

Financial Planning
Kitchener, Ontario
01.2016

Post Graduate Certificate Program -

Global Business Management
Kitchener, Ontario
01.2015

Bachelor of Science Honors Degree -

Business Management
Girne, American University
01.2012

Graduate Certificate Program -

Online Communication Skill
Girne, American University
01.2012

Skills

  • Client Engagement Skills
  • Business development skills
  • Achieving sales targets
  • Research
  • Wealth management
  • Analytical thinking
  • Interpersonal communication
  • Detail orientation
  • Empathy
  • Effective communication
  • Time Management
  • Problem solving
  • Confidentiality
  • Teamwork with ability to work independently
  • Reliable
  • Accountable
  • Mentorship
  • Collaborative
  • Self Motivated
  • Emotional Intelligence
  • Conflict Resolution
  • Sales & Project Management

Websites

Certification

  • Canadian Securities Course (CSC 1 & 2), ABM College, 2023
  • Non-violent crisis intervention, ABM College, 2023, Certified in non-violent crisis intervention to support vulnerable population
  • Canadian Addiction Counselors Certification Federation, CACCF, 2023, Certified in Canadian Addiction Counselors Certification Federation
  • Standard First Aid CPR C - AED, St. John Ambulance, 2022, Certified in Standard First Aid and CPR
  • Professional Financial Planning Certificate (FP 2), Conestoga College, 2013, Certified in Professional Financial planning in the Canadian Industry

Coursework

Online communication skill, Girne American University, 2012, Time management, Effective communication in my workplace

Languages

English
Full Professional

Timeline

Senior Financial Advisor

RBC Royal Bank
01.2025 - Current

Assistant Branch Manager

RBC
05.2023 - 01.2025

Senior Financial Advisor & Manager's Delegate

Royal Bank of Canada
11.2022 - 04.2023

Banking Advisor & Manager's Delegate

Royal Bank of Canada
02.2021 - 10.2022

Client Advisor

Royal Bank of Canada
09.2020 - 02.2021

Financial Advisor

Scotiabank
08.2018 - 10.2019

Sales Representative

Ontario Energy Group
12.2014 - 02.2015

Post Graduate Certificate Program -

Financial Planning

Post Graduate Certificate Program -

Global Business Management

Bachelor of Science Honors Degree -

Business Management

Graduate Certificate Program -

Online Communication Skill

Diploma -

Addictions and community service

Similar Profiles

CREATE PROFILE
Amaka Sandra Nimnu