Fatima Boran Albulak
THORNHILL,ON
Summary
Dynamic Financial Advisor with RBC Royal Bank, adept at crafting tailored wealth management strategies and fostering strong client relationships. Expert in investment planning and mutual funds, I successfully guided clients in achieving their financial goals, enhancing their understanding of complex financial products while driving significant growth in client portfolios.
Overview
11
11
years of professional experience
Work History
Financial Advisor
RBC Royal Bank
03.2018 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
- Collaborated with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
- Leveraged technology to deliver on client experience and drive sales and retention
- Proactively take ownership of resolving and preventing client’s banking problems
- Implemented contact and relationship building strategies, and supported new client acquisition in local community
- Educate clients of the features and benefits RBC products and services offer, and help clients with digital banking including mobile, ATM, and online banking
Banking Advisor
RBC Royal Bank
02.2014 - 03.2018
- Proactively engaged with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focused on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Actively listen and engage clients in conversation to further understand their individual needs
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Spent a large amount of time with Group Advantage clients on sites and in branch to assist with their financial needs
Education
PFP - Professiona Financial Planning: Pending Results
Canadian Securities Institute
Toronto, On 05-2025
Mutual Funds Certificate -
Canadian Securites Institue
Toronto, ON03-2014
Bachelor of Arts - Economics
University of Toronto
Toronto, ON04-2012
Skills
- Client Centricity
- Mutual funds understanding
- Communication
- Relationship building and management
- Networking strategies
- Critical thinker and curious
Languages
English
Native or Bilingual
Turkish
Native or Bilingual
Recognations & Awards
- Multiple quarterly winner
- Bronze winner-Banking Advisor role 2016
- One RBC winner-Financial Advisor role 2023
Timeline
Financial Advisor
RBC Royal Bank
03.2018 - Current
Banking Advisor
RBC Royal Bank
02.2014 - 03.2018
PFP - Professiona Financial Planning: Pending Results
Canadian Securities Institute
Mutual Funds Certificate -
Canadian Securites Institue
Bachelor of Arts - Economics
University of Toronto
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