Carson Reid
Ottawa,ON
Summary
Seasoned Advisor with background in providing strategic guidance and solutions. Known for strong problem-solving skills, decision-making abilities, and effective communication. Demonstrated history of advising clients on optimizing business processes and improving overall performance. Committed to making a significant impact by helping organizations meet their goals and objectives through insightful advisement.
Overview
3
3
years of professional experience
Work History
Commercial Services Advisor
Royal Bank of Canda
Toronto, Ontario
08.2023 - Current
- Assisted with the preparation of tax documents for filing purposes.
- Monitored client accounts to identify opportunities for improvement or growth.
- Explained complex financial concepts in an easy-to-understand manner.
- Maintained relationships with existing customers while seeking out new business opportunities.
- Attended seminars and conferences to stay abreast of changes in the industry.
Banking Advisor
Royal Bank of Canada
Ottawa, ON
07.2022 - 08.2023
- Developed and implemented financial plans for customers to help them reach their short-term and long-term goals.
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
- Analyzed customer's financial situations to determine the best options for meeting their needs.
- Conducted regular reviews with clients to discuss progress towards achieving their objectives.
- Collaborated with other departments within the bank to provide quality service to clients.
Group Advantage - Group Benefits Advisor
Royal Bank of Canada
Ottawa, Ontario
09.2021 - 07.2022
- Assisted employees in understanding their benefits package, enrolling in programs, and making changes as needed.
- Developed presentations to educate employees about their benefits packages.
- Coordinated with payroll staff to ensure accurate deductions are taken from employee paychecks for benefit contributions.
- Organized seminars to educate customers on topics such as budgeting, retirement planning and debt management.
Education
Some College (No Degree) - Health And Wellness
Algonquin, College
Ottawa, ON04-2017
Skills
- Presentations and public speaking
- Emotional intelligence
- Analytical thinking
- Training and mentoring
- Problem-solving
- Goal setting
- Client relationship management
- Written communication
- Customer service
- Strategic planning
- Relationship building
- Critical thinking
- Project management
Affiliations
- Member of the Ottawa Irish Rugby Club
- Consistently works towards and practices a healthy lifestyle
Accomplishments
- Earned a Top Quarterly Performer award as an Advisor within Royal Bank of Canada's sales teams
Timeline
Commercial Services Advisor
Royal Bank of Canda
08.2023 - Current
Banking Advisor
Royal Bank of Canada
07.2022 - 08.2023
Group Advantage - Group Benefits Advisor
Royal Bank of Canada
09.2021 - 07.2022
Some College (No Degree) - Health And Wellness
Algonquin, College
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