Andres Sotelo-Gonzalez
111 Hollywood Hill Circle Vaughan,ON
Summary
As a Banking Advisor at RBC, I specialize in providing tailored financial advice to help clients achieve their goals. With a deep understanding of credit and investments, I deliver personalized solutions that align with each client's unique financial circumstances.
I collaborate with a network of financial planning, retirement planning, mortgage, and business banking experts to ensure my clients benefit from comprehensive customized advice. By building strong relationships and implementing effective contact strategies, I drive client acquisition and retention within my local community.
Certified with regulatory bodies, I am committed to maintaining the highest standards of professionalism and trust. My goal is to empower clients with education and solutions that create long-term financial success.
Overview
2
2
years of professional experience
Work History
Banking Advisor
Royal Bank of Canada
08.2024 - Current
- Provide advice and education to clients on credit and investment solutions, ensuring all recommendations align with clients' financial picture and goals
- Collaborate with financial planning, retirement, mortgage, and business banking experts to ensure clients benefit from customized solutions
- Drive new client acquisition and retention by implementing relationship building strategies using CRM (renewals/maturities)
- Contribute to business growth by identifying advice opportunities, making client referrals, and ensuring timely and accurate business process completion
Personal Banking Associate
TD Canada Trust
08.2023 - 07.2024
- Created exceptional customer experiences by advising clients on a wide range of banking services and products, including chequing, savings, credit cards, and personal unsecured lending
- Served as a lobby leader, engaging with customers to understand their needs and offering appropiate products and services
- Supervisor to the front line, overriding transactions, and holding Junior Secure Desk Operator status
Education
Bachelor of Arts - Political Science And Global Studies (Dual Major)
Wilfrid Laurier University
Waterloo, ON05-2022
Certificate - Investment Funds in Canada
The Investment Funds Institute of Canada
Certificate - Personal Financial Services Advice
Canadian Securities Institute
Certificate (In Progress) - Financial Planning I
Canadian Securities Institute
08-2025
Skills
- Retention - GICs and Mortgages
- Sales Force experience for relationship management
- Soft Skills - Empathetic and well spoken in all client interactions
- Lending - Designated lending authority with ability to issue unsecured lending without adjudication
- Complex credit - Building and submitting bridge / demand loans for adjudication
- Industry and regulatory knowledge - Extensive knowledge of retail banking products, services, and regulations
- Licensed Mutual Fund dealer experienced updating KYC and ensuring compliance
- Strong communicator in work space and client facing interactions
- Customer focused approach, prioritizing legendary customer experience and willingness to go above and beyond
- Team Collaborator - experienced working with entry level staff to help build competencies to increase business
- Consultative Selling - identify opportunities to increase business by reviewing client portfolios and tailoring solutions that address specific needs and deliver optimal value
Languages
English
Native or Bilingual
Spanish
Professional Working
Timeline
Banking Advisor
Royal Bank of Canada
08.2024 - Current
Personal Banking Associate
TD Canada Trust
08.2023 - 07.2024
Bachelor of Arts - Political Science And Global Studies (Dual Major)
Wilfrid Laurier University
Certificate - Investment Funds in Canada
The Investment Funds Institute of Canada
Certificate - Personal Financial Services Advice
Canadian Securities Institute
Certificate (In Progress) - Financial Planning I
Canadian Securities Institute
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