Eri Gjoka

• Work as a member of Sales & Relationship Management team to support adoption and integration of DFA investment process across Wealth Advisor business model
• Presented DFA investment process and portfolio analysis to demonstrate client alignment and value add to advisors and end investors
• Conduct and present detailed model portfolios analysis on how DFA solutions will improve discretionary models
• Constructed and presented educational investment presentations to raise awareness of investment opportunity
• Outcome: Raised over $500MM since Fiscal 2023 as a member of a team supporting 70 advisory practices

• Analyzed market research, industry trends and client feedback to enhance strategic positioning relative to market
• Collaborated with Vice President of Products and Head of ETF business on product development projects by assisting in construction of business cases, analyzing market demand, competitive landscape, vetted sales projections, pricing strategy and projected profitability
• Provided investment support and guidance to relationship management and sales teams by developing thought leadership pieces & presentation materials to enhance sales. Wrote pieces on benefits of asset allocation solutions, listed global infrastructure, real estate and treasury inflation protected securities (TIPS)

Act as a liaison between portfolio managers and sales to ensure that all pertinent information is being communicated effectively

• Collaborate with business development, sales and marketing to ensure messaging of RBC ETFs is appropriate in context of client needs and current market conditions
• Gained in-depth understanding of the Canadian ETF market by developing a detailed quarterly analysis of the competitive landscape
• Assist in the research, development and launch of new ETFs - coordinate with portfolio managers, senior management, legal, communications and operations throughout the launch process.

• Partnered with the Head of Business Development and ETF Product Team to develop strategies to expand RBC's ETF business
• Key contributor to the rapid growth of RBC ETFs as AUM grew to $5 billion from $2 billion
• Detailed understanding of the shift to fee based advice, the systems and products that support it and the new level of services that are being provided due to these advancements.

• Ranked Top 5 out of 26 territories in the country for Fiscal 2015 Sales
• Worked closely with the largest Investment Management Research Group in Canada to ensure expert-level knowledge of current product lineup and market trends including portfolio features, benefits and investment strategies.

• Worked in partnership with two Regional Sales Directors in GTA West and Niagara Region to promote and improve sales efficiency of Mutual Funds, Exchange Traded Funds and Segregated Funds to Investment Advisors
• Integral member of the only two teams in Ontario to successfully achieve sales targets of $100 million for fiscal 2014.