Summary
Overview
Work History
Education
Skills
Websites
Page
Volunteer Experience
Timeline
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Daniel Conrod

Halifax

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

7
7
years of professional experience

Work History

Commerical Account Manager

RBC
06.2021 - Current
  • Acquire and grow client relationships through professional, tailored and proactive advice and solutions.
  • Well established COI network.
  • Work in collaboration with Financing Specialist partners where applicable, to achieve and sustain portfolio quality through disciplined execution of client and portfolio management routines.
  • Excellent Practice Management routines including strong engagement in CRT meetings, while controlling the outcome for portfolio quality.
  • Solicited new loan, deposit and investment business through referrals and member inquiries.

Assistant Branch Manager

RBC
07.2019 - 06.2021
  • Largest transactional branch in Atlantic Canada
  • Trained and mentored new employees, fostering a positive work environment and higher retention rates.
  • Strong Partnering, leading to a significant increase in reporting metrics across all roles
  • Wrote and administered employee performance reviews to monitor customer service and personal sales of a 12-member team.
  • Managed and led the team during the early COVID-19 days.

Financial Advisor

RBC
08.2017 - 07.2019
  • Senior account manager role
  • Strong partnering with Financial Team
  • Manager Delegate
  • Mentor to new staff
  • Strong contact routines.

Education

Graduate Bachelor of Business Administration - Finance

Masters of Business Administration - Business Analytics

University Of Fredericton
01.2025

Personal Financial Planner -

CANADIAN SECURITIES INSTITUTE
04.2019

Bachelor of Business Administration -

Bishop’s University
06.2015

Skills

  • Leadership
  • Taking ownership
  • Team player
  • Operational Excellence
  • Practice Management
  • Effective Communication

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Volunteer Experience

  • Local Operations coordinator - SailGP Halifax
  • On Water Chair, 2022 49er, 49erFX & Nacra 17 World Championship, Hubbards, Nova Scotia
  • On Water chair, 2015 International Federation Disabled Sailors, Halifax, Nova Scotia
  • Principle Race Officer, Chester Race Week, 2017-Present
  • Board Chair, Member of the Race Management Sub Committee. 2016-Present
  • Treasurer, Reachability, 2016 - 2019, Not-for-profit organization specializing in improving work and hiring skills for employers and employees with disabilities.

Timeline

Commerical Account Manager

RBC
06.2021 - Current

Assistant Branch Manager

RBC
07.2019 - 06.2021

Financial Advisor

RBC
08.2017 - 07.2019

Graduate Bachelor of Business Administration - Finance

Masters of Business Administration - Business Analytics

University Of Fredericton

Personal Financial Planner -

CANADIAN SECURITIES INSTITUTE

Bachelor of Business Administration -

Bishop’s University
Daniel Conrod