Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

GAGAN SEKHON

Surrey,BC

Summary

  • 7+ years of managerial experience.
  • Achieved a Top Box score of 100% in employee engagement for FY 2024.
  • Exceeded team performance results in FY 2023 & 2024.
  • Top quartile branch in the Fraser Valley for total restated business growth in FY 2023 & 2024.
  • Coached, developed and transitioned advisors to different roles in alignment with career roadmaps.
  • Completed a Financing Specialist rotation improving financial acumen and structuring credit.
  • Provided team support with desk coverage for the North Vancouver CFS team.
  • Co-chair of BC Region for the BC Children's Hospital Campaign.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Manager, CFS

Royal Bank of Canada
07.2024 - Current
  • Built and maintained relationships with new and existing clients while providing personalized support and tailored solutions.
  • Partnered with cross-functional teams to align strategies for improved client experiences.
  • Conducted ongoing oversight with clients, ensuring adherence to portfolio quality.

Branch Manager

Royal Bank of Canada
09.2022 - 07.2024
  • Delivered on exceptional client experiences
  • Maximized client contact and market coverage
  • Acquired and deepened client relationships
  • Won as One RBC by leveraging partners
  • Attracted, developed and enabled the best talent
  • Managed risk and operational effectiveness.

Assistant Branch Manager

Royal Bank of Canada
01.2021 - 09.2022
  • Delivered on exceptional client experiences
  • Improved performance of individual team members through coaching
  • Increased the branch's overall book of business YoY
  • Managed risk and operational effectiveness
  • United Way ClimbUP champion for British Columbia.

Education

Diploma - Business Management

Kwantlen Polytechnic University
Surrey, BC

Skills

  • Client centricity
  • Collaboration
  • Critical thinking
  • Strategic planning
  • Inspiring
  • Building talent
  • Business Development

Certification

Canadian Securities Institute:

  • Investment Funds in Canada
  • Financial Planning I
  • Branch Compliance Officer
  • Personal Financial Services Advice

Timeline

Relationship Manager, CFS

Royal Bank of Canada
07.2024 - Current

Branch Manager

Royal Bank of Canada
09.2022 - 07.2024

Assistant Branch Manager

Royal Bank of Canada
01.2021 - 09.2022

Diploma - Business Management

Kwantlen Polytechnic University
GAGAN SEKHON