Ashley Owens
Cobourg
Summary
Professional with strong background in branch management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.
Overview
15
15
years of professional experience
Work History
Branch Manager
Royal Bank of Canada
10.2023 - 10.2025
- Enhanced workforce engagement through development programs
- Deliver results through strong sales management routines and coaching ability
- Partner with branch manager to ensure operational effectiveness of the branch and maximize the performance of the team.
- Inspired, orchestrated and pioneered superior retailing excellence to enhance client experience
- Coached team on client advice, education, and problem resolution
- Established internal and external partnerships to align with business objectives
- Identify community needs utilizing effective recruitment strategies
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Led branch operations, ensuring adherence to regulatory compliance and risk management protocols.
Financial Advisor/Licensed Mutual Fund Representative
Royal Bank of Canada
01.2011 - 10.2023
- Fostered lasting client rapport by delivering tailored financial advice
- Collaborated with Group Banking to facilitate RRSP enrolments for multiple businesses
- Contributed knowledge-sharing during team meetings
- Adhered to compliance routines during financial transactions
- Responded to problems with understanding and effective solutions
- Assisted walk-in clients with setting up new personal accounts and performed additional services including credit cards, loans, overdrafts, mortgages and investments.
- Leveraged tools to present recommendations clearly
- Cultivated robust business connections with community partners to enhance credibility
- Built and sustained a loyal client base
- Demonstrated consistent commitment to achieving personal sales targets
- Consistently staying informed on regulatory updates, new product offerings, and policy changes
- Executed mortgage transactions adhering to policies and procedures
- Provided tailored financial solutions to clients based on individual needs and goals.
- Conducted thorough assessments of client portfolios to identify growth opportunities.
Education
B.A. Psychology -
Laurentian University
09-2026
Human Resources Management Certificate -
Fleming College
01.2023
Personal Financial Services Advice (PFSA), Financial Planning I Certificates & Investment funds in Canada -
Canadian Securities Institute Online University
01-2012
Office Medical Administration & OHIP Billing Certificate -
George Brown College
01.2007
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Coaching and mentoring
- Team supervision
- Business development
- Public speaking
Accomplishments
Convention Winner-2017
Community Ambassador Award-2025
Languages
English
Native or Bilingual
Timeline
Branch Manager
Royal Bank of Canada
10.2023 - 10.2025
Financial Advisor/Licensed Mutual Fund Representative
Royal Bank of Canada
01.2011 - 10.2023
Human Resources Management Certificate -
Fleming College
Office Medical Administration & OHIP Billing Certificate -
George Brown College
B.A. Psychology -
Laurentian University
Personal Financial Services Advice (PFSA), Financial Planning I Certificates & Investment funds in Canada -
Canadian Securities Institute Online University
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