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, NoneSkills
- 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