Dylan Dornstauder
Finance
Edmonton,Canada
Summary
Results-oriented Leader with extensive experience in customer service and strategic guidance. Expertise in fostering collaborative team environments and enhancing client relationships through tailored solutions. Committed to compliance and exceeding expectations while driving success using innovative, customer-centric practices.
Overview
13
13
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
10.2023 - 03.2025
- Fostered long-lasting client relationships, enhancing personal and financial goal achievement.
- Generated self-sourced referrals, consistently meeting performance targets and objectives.
- Achieved quarterly sales and client satisfaction results through dedicated efforts.
- Crafted comprehensive financial plans aligned with clients' long-term goals and risk tolerance.
- Conducted client consultations to assess financial needs and recommend investment strategies.
- Mentored junior advisors, improving team understanding of market trends and regulations.
Branch Manager
Scotiabank
11.2022 - 10.2023
- Considered the Bank's risk appetite and risk culture in the day-to-day activities and decisions
- Utilized and managed customer complaint and feedback system
- Coached, mentored and motivated direct reports to achieve individual and branch objectives
- Led branch operations to enhance customer satisfaction and loyalty.
- Developed and implemented strategic plans to achieve sales targets and operational efficiency.
Assistant Manager
Scotiabank
07.2022 - 11.2022
- Achieved high sales performance by managing a top Edmonton branch team.
- Executed business strategies aligned with bank policies and individual goals.
- Established strong relationships with business owners for referrals and community engagement.
- Promoted a transparent work environment to enhance team member safety and trust.
- Enhanced customer service protocols, significantly improving client satisfaction ratings.
- Created training programs to boost staff product knowledge and service efficiency.
Branch Manager
Servus Credit Union
06.2021 - 11.2021
- Developed mutually beneficial banking package for large condo project and credit union
- Managed and coordinated a team of 8+ employees
- Held oversight of financial performance, revenue, expenses and operating report; performed audits and developed sales tactics to ensure financial target plan was met
- Managed and implemented HR policies, on-boarding and cultural acclimation for employees
- Analyzed financial reports to identify trends, ensure compliance, and drive profitability strategies.
Branch Manager
Bank of Montreal
09.2019 - 05.2021
- Enhanced customer satisfaction through proactive outreach programs.
- Surpassed branch goals by facilitating extensive coaching and team development.
- Cultivated strong relationships with partners using effective communication strategies.
- Organized virtual events for BMO, engaging the Canadian Defense Community.
Assistant Manager
Scotiabank
10.2017 - 08.2019
- Optimized scheduling for customer service representatives and supervisors during extended hours.
- Facilitated branch relocation and employee transition during consolidation efforts.
- Ensured compliance with advisor-recommended investments and securities for client protection.
- Enhanced employee attraction and engagement through strategic inspiration and influence.
- Managed electronic customer feedback system to boost overall client satisfaction.
Relationship Manager
ATB Financial
06.2015 - 10.2017
- Increased client retention through proactive engagement and regular follow-up communications.
- Recommended tailored banking products, enhancing satisfaction for businesses and individuals.
- Guided clients through digital platforms, ensuring clear understanding and effective use.
- Expanded professional network by initiating and participating in volunteer opportunities.
Small Business Account Manager
Scotiabank
01.2014 - 06.2015
- Achieved growth in loans, deposits, and revenue through strategic planning.
- Mentored personal bankers, enhancing referrals to branch partners effectively.
- Executed targeted deposit campaign, driving significant deposit growth.
- Collaborated with agriculture and oil professionals to meet banking goals efficiently.
Financial Advisor
Scotiabank
09.2012 - 01.2014
- Increased mutual fund sales by leveraging extensive knowledge of investment products.
- Provided expert guidance on credit, mortgages, and everyday banking solutions.
- Executed thorough market analyses, identifying new investment opportunities and emerging trends.
- Crafted customized financial plans that aligned with client goals and risk profiles.
Education
High School Diploma -
George MacDougall High School
Airdrie, Alberta06-2010
Investment Funds in Canada -
Canadian Securities Institute
01.2013
Branch Compliance Officer -
Canadian Securities Institute
01.2018
Fundamentals of Real Estate
RELO
Canada06-2025
Skills
- Team leadership
- Service excellence
- Financial management
- Effective sales strategies
- Office administration
- Adaptable learning ability
- Versatile in dynamic environments
- Strong verbal communication
- Engaged listening skills
- Conflict resolution
- Effective organizational skills
- Organizing event logistics
- Team development
- Customer relationship development
- Operational efficiency enhancement
- Professional development
Languages
English
Timeline
Senior Financial Advisor
Scotiabank
10.2023 - 03.2025
Branch Manager
Scotiabank
11.2022 - 10.2023
Assistant Manager
Scotiabank
07.2022 - 11.2022
Branch Manager
Servus Credit Union
06.2021 - 11.2021
Branch Manager
Bank of Montreal
09.2019 - 05.2021
Assistant Manager
Scotiabank
10.2017 - 08.2019
Relationship Manager
ATB Financial
06.2015 - 10.2017
Small Business Account Manager
Scotiabank
01.2014 - 06.2015
Financial Advisor
Scotiabank
09.2012 - 01.2014
High School Diploma -
George MacDougall High School
Investment Funds in Canada -
Canadian Securities Institute
Branch Compliance Officer -
Canadian Securities Institute
Fundamentals of Real Estate
RELO
Training And Education
- Fundamentals of Real Estate - 2025
- RFRA- 2023
- Microsoft Teams, 2022
- Office Essentials for Business Essentials, 2022
- Office & Administration Fundamentals including introductions, 2022
- Google Drives & Apps and Zoom, 2022
- Thought Patterns for a successful Career; Prevue and True Colors, 2022
- The Ideal Team Player, Self-awareness and Self-Management, 2022
- Branch Compliance Officer, 2018
- Investment Funds in Canada, 2013
- High School Diploma - 2010