Geoffrey A. St.Onge
Brampton,ON
Summary
Successful Financial Planner with over [Number] years of experience. Gifted in building client relationships and providing comprehensive strategies for growing wealth. Frequently acknowledged for helping clients exceed profit objectives and grow businesses.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Financial Planner - Investment and Retirement
Royal Bank Of Canada
06.2014 - 10.2023
- Acquisition expert tasked with consolidating existing and new clients investment assets to RBC, by providing holistic financial planning.
- Developed internal and external COI referral sources through networking, marketing, and creating reciprocal opportunities.
- Drafted comprehensive financial plans to offer recommendations and supporting data to help clients achieve their retirement goals.
Financial Advisor Imperial Service
CIBC Bank
07.2008 - 06.2014
- Met with clients to discuss long-term / short-term investment and credit goals to devise personalized financial strategies to meet them.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Regular semi annual meetings with existing clients to monitored, updated, and strengthen working relationship.
Financial Planning Associate
TD Waterhouse
04.2006 - 06.2008
- Assisted a team of TD Waterhouse Financial Planners with administrative, product knowledge and support material situations.
- Procedure and product knowledge expert to help assist TD Waterhouse Financial Planner team in their sales process with clients.
Management Trainee Program /Financial Advisor
TDCT
07.2000 - 03.2008
- Travel around ontario helping TD branches in unique areas while gathering knowledge and business strategies to succeed as TD Branch Manager.
- Learn management practices for both the service ad sales side of the branch network to optimize performance and create a prosperous branch environment.
- Met with clients to discuss assets, expenses, and long-term and short-term, investment and credit goals to beneficial recommend solutions.
Education
Marketing Management
Cambrian College of Applied Arts And Technology
Greater Sudbury, ON06.2000
Skills
- High Net Worth holistic Financial Planning
- Creating meaningful client connections
- Strong networking and creating referral opportunities
- Delivering and capitalizing on exceptional customer experience
Certification
Personal Financial Planner designation PFP, CSI.
Registered Retirement Consultant RRC, CIFP.
Qualified Associate Financial Planner QAFP, FP Canada.
Timeline
Financial Planner - Investment and Retirement
Royal Bank Of Canada
06.2014 - 10.2023
Financial Advisor Imperial Service
CIBC Bank
07.2008 - 06.2014
Financial Planning Associate
TD Waterhouse
04.2006 - 06.2008
Management Trainee Program /Financial Advisor
TDCT
07.2000 - 03.2008
Marketing Management
Cambrian College of Applied Arts And Technology
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