Denise Hutton
Saint John,NB
Summary
Dynamic Financial Advisor with a proven track record at RBC Royal Bank, specializing in investment advice and relationship management. Expert in crafting personalized financial strategies that enhance client decision-making and satisfaction. Recognized for analytical thinking and sales expertise, fostering trust and loyalty while driving portfolio growth.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Financial Advisor
RBC Royal Bank
Saint John, NB
11.2015 - Current
- Supported the development of personalized financial plans based on client needs and goals.
- Assisted clients in understanding financial products and services to enhance decision-making capabilities.
- 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.
Financial Services Consultant
Investors Group Financial Services
Saint John, NB
08.2013 - 10.2015
- Developed customized financial plans to meet client needs and goals.
- Educated clients on financial products, enhancing understanding and engagement.
- Collaborated with cross-functional teams to streamline service delivery processes.
Financial Services Representative
TD CANADA TRUST
Quispamsis, NB
04.2003 - 08.2013
- Developed personalized financial strategies based on client goals and risk tolerance.
- Managed account openings, transactions, and inquiries with high attention to detail.
- Trained junior representatives on compliance regulations and customer service best practices.
MANAGER OF CUSTOMER SERVICE
TD CANADA TRUST
BRITISH COLUMBIA
02.1999 - 04.2003
- Led customer service team in resolving complex issues, enhancing customer satisfaction and loyalty.
- Implemented new CRM software, streamlining communication and tracking customer interactions.
- Enhanced customer satisfaction by addressing and resolving complex issues promptly and professionally.
Customer Service Representative
TD CANADA TRUST
New Brunswick And British Columbia
09.1995 - 02.1999
- Resolved customer inquiries through various communication channels, ensuring a positive experience.
- Trained new team members on company policies and customer service protocols.
- Managed escalated issues, providing effective solutions to maintain customer satisfaction.
Education
Canadian Securities Institute
Life License Qualification Program (LLQP)
09-2013
BBA - CO-OPERATIVE EDUCATION
University of New Brunswick
Saint John, NB06-1998
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
Certification
- Certificate in Advanced Financial Advice - 2022
- Certificate in Financial Services Advice - 2018
Timeline
Financial Advisor
RBC Royal Bank
11.2015 - Current
Financial Services Consultant
Investors Group Financial Services
08.2013 - 10.2015
Financial Services Representative
TD CANADA TRUST
04.2003 - 08.2013
MANAGER OF CUSTOMER SERVICE
TD CANADA TRUST
02.1999 - 04.2003
Customer Service Representative
TD CANADA TRUST
09.1995 - 02.1999
Canadian Securities Institute
Life License Qualification Program (LLQP)
BBA - CO-OPERATIVE EDUCATION
University of New Brunswick