Daniel Tewolde
Toronto,Ontario
Summary
A collaborative highly motivated and result oriented leader with 9 years of experience in financial services industry. Seeking new challenges to fuel both my personal and professional growth. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
Work History
Financial Advisor
RBC Royal Bank
01.2019 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Worked with clients to support understanding of rationale and details of financial strategies
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans
- Funded more than $12.6 million in personal loan applications in fiscal year 2022
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Assessed individual client situations and made targeted recommendations for products and services to resolve specific financial situations.
Financial Advisor/Investment Consultant
TD Bank
11.2013 - Current
- Ranked top 5 advisor in a district of 200 advisors based on sales revenue, business volume, complex units and advisor tools usage
- For the year 2017, ending Q4 sales revenue generated was $500,000 and $30 million in volume, which consisted of a combination of mortgages, home equity lines of credit, insurance, mutual funds, TD Wealth referrals to financial planners, private investment advice and private investment counsel partners
- Proactively develop business leads through established external referral networks (real estate agents, accountants, etc.)
- Successfully meet all stringent sales metrics and quotas in place
- Provide services with emphasis on customer service and build lasting relationships with branch clients
- Analyze clients' financial situation and help determine their financial goals (buying a house, retirement, etc.) and set up plans to achieve those goals
- Strategize with clients to determine optimal investment profiles and retirement plans with recommendations for mutual funds, fixed income, equities and electronic transfer funds (ETFs)
- Holistic approach of service; assist clients with immediate needs and also set them up for success with discussion and solutions for long-term financial needs
- Assess risks and assemble complex real estate lending applications for underwriters' review
- Proficient in Microsoft Office (i.e Word, Excel, PowerPoint, Outlook), and aptitude in learning new software/systems
- Mentor/coach junior advisors and assist in their development through workshops and coaching
- Prepare product presentations for peers as well as management in order to share best practices
- Drive branch business by contacting existing clients and invite them for investment and mortgage renewals, and recommend other solutions
- Liaise with internal business partners in different lines of businesses
Assistant Store Manager
Starbucks Coffee Canada
06.2006 - 07.2014
- Lead and managed a team of six staff members
- Looked for sales opportunities in the store and created an action plan to achieve them
- Executed store operations during scheduled shifts
- Organized and delegated opening and closing duties
- Assisted with new partner training
- Managed inventory on a daily bases for stock levels so that the store never ran out of stock
- Preformed daily and weekly inventory counts
- Analyzed inventory counts results and resolved variances through recounts or mark in or mark out
- Recognized individual and team accomplishments by using existing organizational tools
- Delivered legendary customer service by connecting, discovering and responding to customers' needs
- Daily cash management
Education
IFIC -
CSC Personal Financial Services Advice - undefined
CSC Financial Planning - undefined
Seneca College
Skills
- Retirement Needs
- Industry Research
- Sales Expertise
- Managing Wealth
- Relationship building
- Credit structuring
- Casper and Linx applications
- Time management
- Interpersonal skills
- Operations Management
- Peer mentoring
- Team building and relationship
Accomplishments
RBC TEAM PERFORMANCE AWARD Q2 2023
RBC TEAM PERFORMANCE AWARD Q2 2022
RBC TEAM PERFORMANCE AWARD Q4 2020
Timeline
Financial Advisor
RBC Royal Bank
01.2019 - Current
Financial Advisor/Investment Consultant
TD Bank
11.2013 - Current
Assistant Store Manager
Starbucks Coffee Canada
06.2006 - 07.2014
IFIC -
CSC Personal Financial Services Advice - undefined
CSC Financial Planning - undefined
Seneca College
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