Cédric Thériault
Notre-Dame,NB
Summary
Results-driven Financial Advisor with over a decade of experience in the financial services industry, including key roles at RBC and Scotiabank. Proven track record in delivering tailored financial solutions, utilizing PFP certification to navigate complex financial environments. Dedicated to fostering team performance by integrating diverse perspectives while aligning with organizational values.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor (Branch)
Scotiabank
03.2022 - Current
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking
- Educating our customers, providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Maintained current knowledge of industry trends, regulations and standards related to banking services.
- Adhered to all internal controls established by the bank's compliance department.
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Banking Advisor (Branch)
RBC Royal Bank of Canada
07.2017 - 03.2022
- Personal and Small Business accounts
- Personal lending (Credit card, Loan, Home Equity)
- Investments (RRSP, RSPL, RDSP, RESP, TFSA, Non-Registered)
- Estates & Power of Attorneys
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Hosting/Participating/Volunteering at different events (Journée Kiosque at Université de Moncton, Wildcat Games, IWK Run for the cure)
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
Invest-By-Phone Advisor (Advice Center)
RBC Royal Bank of Canada
04.2015 - 06.2017
- Managed diverse investment accounts including RRSP, RSPL, RDSP, RESP, TFSA and Non-Registered formats.
- Look for opportunities to offer investment advice beyond the immediate need and refer clients to the right partner at the right time to meet a client’s entire suite of financial needs
Credit Advisor (Advice Center)
RBC Royal Bank of Canada
04.2013 - 03.2015
- Look for opportunities to offer credit advice beyond the immediate need and refer clients to the right partner at the right time to meet a client’s entire suite of financial needs
- Offer advice based solutions and seek to understand clients’ credit and financial needs, providing advice and proposing solutions that are client focused
- Exercise sound judgement initiating, recommending and pricing credit applications
- Leverage tools, resources and other channels and RBC partners to support advice and digital education and enablement
- Educate our clients, deliver exceptional advice as well as resolve client problems to earn us the right to future business and referrals
- Keep up to date on relevant RBC policies and procedures and ensure that due diligence is exercised accordingly
Sales and Service Advisor (Advice Center)
RBC Royal Bank of Canada
11.2012 - 03.2013
- Proactively engage with RBC clients through various communication channels to deliver an outstanding customer service experience, making every client interaction an exceptional one
- Focus on helping clients when they need us most, by responding empathetically to a variety of questions, assisting with a myriad of banking solutions and resolving client concerns at first point of contact
- Contribute to team results by supporting all colleagues to be successful in meeting client needs
- Cultivate and maintain relationships with partners to work as one RBC team
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests
- Educate and assist clients with using RBC digital capabilities
Education
Financial Planning -
CCNB – Dieppe
Dieppe01.2012
Business Administration -
Université de Moncton
Moncton, NB01.2009
High School Diploma -
École Sainte-Anne
Fredericton, NB01.2007
Skills
- Proficient in French and English Communication
- Financial planning
- Customer relationship management
- Risk assessment
- Regulatory compliance
- Problem resolution
- Effective communication
- Team collaboration
- Performance metrics
Certification
Personal Financial Planner (PFP), CSI Courses
Investment Funds in Canada (IFIC), CSI Courses
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Timeline
Senior Financial Advisor (Branch)
Scotiabank
03.2022 - Current
Banking Advisor (Branch)
RBC Royal Bank of Canada
07.2017 - 03.2022
Invest-By-Phone Advisor (Advice Center)
RBC Royal Bank of Canada
04.2015 - 06.2017
Credit Advisor (Advice Center)
RBC Royal Bank of Canada
04.2013 - 03.2015
Sales and Service Advisor (Advice Center)
RBC Royal Bank of Canada
11.2012 - 03.2013
Financial Planning -
CCNB – Dieppe
Business Administration -
Université de Moncton
High School Diploma -
École Sainte-Anne
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