Daniel Fernandes, CFP
Toronto,Canada
Summary
Dynamic leader with over 15 years of experience in pension administration and financial services, specializing in team leadership and operational management. Demonstrated success in driving continuous improvement initiatives that enhance efficiency and productivity. Renowned for strong communication skills and the ability to build positive relationships with stakeholders, effectively resolving issues independently. Committed to leveraging expertise to further advance organizational goals.
Overview
17
17
years of professional experience
Work History
Adjunct Professor - Finance
York University
Toronto
05.2023 - Current
- Teaches upper-year student's concepts of financial planning, including portfolio management and financial mathematical skills
- Contributes to the development and design of the curriculum, supporting a research-led and scholarly approach to student learning
Team Lead, Advisory Services
Ontario Pension Board
Toronto
01.2023 - Current
- Leads a team of eight Certified Financial Planners who provide holistic advisory services to pension plan members and stakeholders from all life cycles
- Act as the primary point of contact for escalated cases, providing clear and effective resolutions while participating in employer update sessions and retirement seminars
- Develop and implement change management strategies that enhance service efficiency and streamline advisory operations, directly supporting improved client experiences.
- Collaborate with cross-functional teams to ensure smooth integration of new pension plan features and provisions and employer specific agreements while maintaining compliance with pension regulations
Team Lead, Financial Planning
Ministry of the Attorney General
01.2021 - 01.2023
- Company Overview: Office of the Public Guardian
- Led a team of seven Certified Financial Planners in preparing financial plans for Ontario's most financially vulnerable
- Strategized, designed and prepared business cases for presentations and RFPs
- Provided technical guidance to multiple government departments and staff on making financial and investment decisions
- Championed rapid improvement measures to manage the caseload of Financial Planners through modernization improvements
- Office of the Public Guardian
Principal Owner, Financial Planner
Bespoke Financial Planning & Consulting
Toronto
07.2016 - 01.2021
- Grew business and managed a team of five full-time Financial Planners
- Provided bespoke advice-only Financial Planning solutions and consulting
- Managed HR, project management, marketing, business development, and relationship building in addition to the Principal role
Manager - Investment Advisors
Royal Bank of Canada
Mississauga
11.2012 - 07.2016
- Led a team of fifteen Investment Advisors, managing efficiencies, and growing sales and service results
- Conducted weekly goal setting, quarterly and annual performance reviews ensuring KPIs are exceeded
- Empowered and developed Investment Advisors, leveraging their talents and handling administration and operations
Investment Specialist
Royal Bank of Canada
11.2007 - 11.2012
- Provided Investment Advice to clients, determining appropriate asset allocation and Registered and Non-registered Investment solutions (RRSP, TFSA, RDSP, RESP, Non-registered Investments, & GICs)
Education
MBA - Change Management
Carleton University
Ottawa08-2025
Bachelor of Commerce -
York University
TorontoSkills
- Team Leadership & Development
- Pension Administration
- Process Improvement (Lean Six Sigma)
- Strategic Planning
Timeline
Adjunct Professor - Finance
York University
05.2023 - Current
Team Lead, Advisory Services
Ontario Pension Board
01.2023 - Current
Team Lead, Financial Planning
Ministry of the Attorney General
01.2021 - 01.2023
Principal Owner, Financial Planner
Bespoke Financial Planning & Consulting
07.2016 - 01.2021
Manager - Investment Advisors
Royal Bank of Canada
11.2012 - 07.2016
Investment Specialist
Royal Bank of Canada
11.2007 - 11.2012
MBA - Change Management
Carleton University
Bachelor of Commerce -
York University
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