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
Page
3
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