Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Amanda Stewart

Severn,Canada

Summary

Detail-oriented professional with excellent communication, interpersonal and creative thinking skills. Aiming to leverage my abilities to successfully fill the Regional Enablement Coach -ONE with RBC. Frequently praised as hardworking by my peers, I can be relied upon to help RBC achieve their collective goals.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Manager of Group Financial Advisors

Royal Bank
01.2022 - Current
  • Led cross-market teams to achieve key priority goals, fostering collaboration and innovation.
  • Enhanced team productivity by implementing strong Practice Management Routines.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.

Branch Manager

Royal Bank
07.2018 - 01.2022
  • Enforced branch compliance with audit and regulatory procedures
  • Established retail and commercial business through expansion, retention, and development strategies
  • Managed direct reports to maximize productivity, efficiency, and potential
  • Employee Development and Coaching

Assistant Branch Manager

Royal Bank
05.2018 - 07.2018
  • Employee Development and Coaching
  • Scheduling and Time Management
  • Client Experience and Perception
  • Enforced branch compliance with audit and regulatory procedures

Financial Advisor

Royal Bank
08.2010 - 05.2018
  • Planned and executed financial plans
  • Assisted clients in achieving their financial goals
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives
  • Supported exceptional customer service with prompt acknowledgment and accurate account services

Client Advisor

Royal Bank
02.2010 - 08.2010
  • Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
  • Strengthened client relationships through regular communication and proactive follow-up on inquiries.
  • Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
  • Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.

Skills

  • Motivating
  • Reliability
  • People-oriented
  • Team leadership
  • Quick learning
  • Training and development
  • Flexibility
  • Branch Operations
  • Coaching and Mentoring
  • Team Leadership
  • Time Management
  • Verbal and written communication
  • Complex Problem-Solving

Certification

  • Mutual Fund License
  • Personal Financial Service Advice
  • Financial Planning 1
  • Branch Compliance Officer

Timeline

Manager of Group Financial Advisors

Royal Bank
01.2022 - Current

Branch Manager

Royal Bank
07.2018 - 01.2022

Assistant Branch Manager

Royal Bank
05.2018 - 07.2018

Financial Advisor

Royal Bank
08.2010 - 05.2018

Client Advisor

Royal Bank
02.2010 - 08.2010
Amanda Stewart