Dyan Jairam
Fergus,Canada
Summary
Financial professional with extensive experience at RBC Royal Bank, specializing in investment strategies and client relationship management. Achieved significant revenue growth and optimized high-net-worth client portfolios. Skilled in mentoring teams and promoting collaboration, with a strong emphasis on emotional intelligence and integrity.
Overview
25
25
years of professional experience
Work History
Group Financial Advisor
RBC Royal Bank
Kitchener, Ontario
06.2022 - Current
- Delivered tailored financial advice to clients regarding effective investment strategies.
- Offered holistic and ethical financial planning solutions to meet client needs.
- Adjusted financial recommendations based on life changes, market trends, and economic fluctuations.
- Increased assets under management through referrals and identification of new business opportunities.
Financial Advisor
RBC Royal Bank
Milton, Canada
06.2021 - 06.2022
- Championed digital enablement across all delivery channels to enhance client experience.
- Collaborated with RBC partners to strengthen and deepen client relationships.
- Mentored new team members in financial advisory practices, fostering professional growth.
- Conducted regular portfolio reviews to align strategies with client objectives.
Assistant Branch Manager
RBC Royal Bank
Ottawa, Canada
04.2020 - 06.2021
- Facilitated ongoing development of team through consistent routines, enhancing employee capability and engagement.
- Trained and mentored staff on banking procedures and compliance regulations.
- Developed strategies to improve customer engagement and satisfaction levels.
- Collaborated with manager to optimize branch operations and maximize team performance.
Financial Advisor
RBC Royal Bank
Orleans, Canada
04.2016 - 03.2020
- Promoted digital enablement across all delivery channels to enhance client experience.
- Provided high-value financial advice to net worth clients, optimizing financial decisions.
- Collaborated with RBC professional partners to strengthen client relationships.
- Mentored new team members in various aspects of financial advice within the branch.
Home Financing Advisor
Scotiabank
Ottawa, Canada
11.2015 - 03.2016
- Provided mortgage and home equity solutions for first-time homebuyers and seasonal investors.
- Established a stakeholder network with realtors, lawyers, and clients to drive business growth.
- Cultivated strong client relationships through exceptional service, leading to referrals from satisfied clients.
Financial Advisor
RBC Royal Bank
Winnipeg, Canada
03.2008 - 10.2015
- Achieved significant revenue growth through effective client acquisition within branch network.
- Exceeded sales targets by expanding portfolios of existing and new clients through strategic networking.
- Provided financial advice to high-net-worth clients, enhancing decision-making processes.
Financial Services Representative
RBC Royal Direct Contact Centre
Winnipeg, Canada
06.2000 - 02.2008
- Provided comprehensive financial advice, presenting diverse banking and mortgage products.
- Assessed client investment and credit needs through visual calculators and educational tools.
- Cultivated exceptional client experiences by addressing needs and resolving concerns effectively.
Education
Branch Compliance Officer -
Canadian Securities Institute
10.2019
Financial Planning II -
Canadian Securities Institute
12.2014
Certificate of Achievement-Financial Counselling -
Canadian Securities Institute
07.2014
Investment Funds of Canada -
Canadian Securities Institute
07.2002
Bachelor of Arts - Criminology
University of Manitoba
Winnipeg, MB05.1997
High School Diploma -
Fort Richmond Collegiate
Winnipeg, MB06.1992
Skills
- Emotional intelligence
- Investment strategies
- Regulatory compliance
- Risk assessment
- Effective communication
- Multitasking and organization
- Conflict resolution
- Staff mentoring
- Interpersonal skills
- Integrity and work ethic
References
References available upon request
Hobbies and Interests
- Participating in team sports through various leagues within community
- Running
- Biking
- Photography
- International traveling
Languages
English
Affiliations
Volunteer Big Brothers Big Sisters of Centre Wellington
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Group Financial Advisor
RBC Royal Bank
06.2022 - Current
Financial Advisor
RBC Royal Bank
06.2021 - 06.2022
Assistant Branch Manager
RBC Royal Bank
04.2020 - 06.2021
Financial Advisor
RBC Royal Bank
04.2016 - 03.2020
Home Financing Advisor
Scotiabank
11.2015 - 03.2016
Financial Advisor
RBC Royal Bank
03.2008 - 10.2015
Financial Services Representative
RBC Royal Direct Contact Centre
06.2000 - 02.2008
Branch Compliance Officer -
Canadian Securities Institute
Financial Planning II -
Canadian Securities Institute
Certificate of Achievement-Financial Counselling -
Canadian Securities Institute
Investment Funds of Canada -
Canadian Securities Institute
Bachelor of Arts - Criminology
University of Manitoba
High School Diploma -
Fort Richmond Collegiate