Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Amanda McGuire

Wasaga Beach

Summary

Dynamic Financial Advisor with a proven track record at RBC, adept at cultivating client relationships and delivering tailored investment strategies. Skilled in mutual funds and sales follow-up, I leverage leadership experience to drive client success and enhance financial literacy, ensuring clients achieve their financial goals through informed decision-making.

Overview

15
15
years of professional experience

Work History

Financial Advisor

RBC
04.2025 - Current
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Banking Advisor

RBC
01.2022 - 04.2025
  • Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
  • Extended and sustained relationships with customers to maintain and grow business.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

Financial Advisor

Scotiabank
12.2021 - 01.2022
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Facilitated new client onboarding process and investment account setup.
  • Recommended specific investments to help clients meet financial goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Universal Banker

Scotiabank
09.2018 - 12.2021
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.

Teller

Scotiabank
01.2016 - 09.2018
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Processed customer transactions promptly, minimizing wait times.

Assistant Manager

Cineplex
09.2010 - 11.2018
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Generated repeat business through exceptional customer service.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.

Education

PFSA
05-2025

IIFIC
02-2020

No Degree - Business Management

Georgian College
Barrie, None

Skills

  • Mutual funds
  • Sales follow-up
  • Funding education
  • Leadership Experience

Languages

English
Native or Bilingual

Timeline

Financial Advisor

RBC
04.2025 - Current

Banking Advisor

RBC
01.2022 - 04.2025

Financial Advisor

Scotiabank
12.2021 - 01.2022

Universal Banker

Scotiabank
09.2018 - 12.2021

Teller

Scotiabank
01.2016 - 09.2018

Assistant Manager

Cineplex
09.2010 - 11.2018

PFSA

IIFIC

No Degree - Business Management

Georgian College

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Amanda McGuire