Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Christopher H Walser

Hepworth ,ON

Summary

Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Highly skilled in lending platforms such as Linx and Casper.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Advisor

Royal Bank Of Canada
05.2023 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Facilitated new client onboarding process and investment account setup.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Assist clients with advanced lending needs including Home Equity using Linx and Casper.

Client Advisor

Royal Bank Of Canada
05.2022 - 10.2023
  • Strengthened client relationships through regular communication and proactive follow-up on inquiries.
  • Utilized advanced problem-solving skills to address unique client challenges and identify appropriate solutions.
  • Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.
  • Excelled in meeting sales targets, contributing significantly to the overall success of the team.
  • Informed and suggested new banking products to customers.
  • Managed customer requests while mitigating potential risk to bank.
  • 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.

Banking Advisor

Royal Bank Of Canada
10.2022 - 05.2023
  • Extended and sustained relationships with customers to maintain and grow business.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Proactively take ownership of resolving and preventing client banking problems

Education

Business Administration And Financial Planning - Finance

Conestoga College
Kitchener, ON
06.2022

Skills

  • Investment advice
  • Relationship building and management
  • Financial Advising
  • Debt management
  • Client Relations
  • Customer Expectations Management
  • Organization
  • Project Managent

Accomplishments

Nominated 4 consecutive times in Royal Performance and winner of the "High-Five" award during the 2023 Royal Performance Gala highlighting my work ethic and ability to bring out the best in my collegues.

Certification

  • Financial Planning I
  • Personal Financial Services Advice
  • Qualified Associate Financial Planner (in progress)
  • Personal Financial Planner Designation (PFP) (in progress)
  • Chartered Investment Manager (CIM) (in progress)

Timeline

Financial Advisor

Royal Bank Of Canada
05.2023 - Current

Banking Advisor

Royal Bank Of Canada
10.2022 - 05.2023

Client Advisor

Royal Bank Of Canada
05.2022 - 10.2023

Business Administration And Financial Planning - Finance

Conestoga College
  • Financial Planning I
  • Personal Financial Services Advice
  • Qualified Associate Financial Planner (in progress)
  • Personal Financial Planner Designation (PFP) (in progress)
  • Chartered Investment Manager (CIM) (in progress)

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Christopher H Walser