Dwayne Doroshuk
Steinbach,MB
Summary
Successful Financial Planner with over 23 years of experience in the financial industry. Gifted in building client relationships and providing comprehensive strategies for growing wealth. Frequently acknowledged for helping clients with their needs and financial goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Financial Planner
RBC
04.2013 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
Branch Manager
RBC
03.2005 - 04.2013
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Financial Advisor
RBC
12.2002 - 03.2005
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Customer Service Representative
RBC
07.2000 - 12.2002
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Business Administration Diploma - Business Administration
Red River College
Winnipeg, MB05.2000
Skills
- Recommend Financial Products
- Prospective Client Engagement
- Retirement Planning
- Customer Care
- Advising on Strategies
- Evaluate Financial Histories
- Financial Plan Preparation
Certification
- PFP (Personal Financial Planning Designation)
- IFIC (Investment Funds in Canada)
Timeline
Financial Planner
RBC
04.2013 - Current
Branch Manager
RBC
03.2005 - 04.2013
Financial Advisor
RBC
12.2002 - 03.2005
Customer Service Representative
RBC
07.2000 - 12.2002
Business Administration Diploma - Business Administration
Red River College
Similar Profiles
Julie GatienJulie Gatien
Manager Employee Development and Facilitator, Learning Delivery P&CB at RBCManager Employee Development and Facilitator, Learning Delivery P&CB at RBC
SRILAKSHMI YALAMARTHISRILAKSHMI YALAMARTHI
QA Lead at RBCQA Lead at RBC
Michelle AdamskiMichelle Adamski
Senior Mortgage Specialist at RBCSenior Mortgage Specialist at RBC