Jane MacKichan
Alliston,ON
Summary
Experienced with financial analysis, investment strategies, and client relationship management. Utilizes comprehensive financial planning techniques to optimize client portfolios. Strong understanding of risk management and regulatory compliance.
Overview
38
38
years of professional experience
Work History
Financial Planner
RBC Royal Bank
Vaughan, ON
09.2008 - 01.2024
- Developed comprehensive financial plans tailored to client needs and goals.
- Analyzed market trends to provide informed investment recommendations.
- Guided clients in asset allocation strategies to optimize portfolio performance.
- Cultivated long-term relationships with clients through regular follow-ups and consultations.
Licensed Mortgage Broker
Mortgage Alliance
Tottenham, ON
05.2004 - 05.2008
Financial Advisor
TD Bank
05.1986 - 04.2008
- Led financial planning initiatives, enhancing client portfolio performance.
- Mentored junior advisors, improving team productivity and expertise.
- Developed strategic investment plans tailored to individual client needs.
- Collaborated with stakeholders to optimize financial strategies and outcomes.
Education
CSI - Financial
TCI
09-2018
Skills
- Leadership qualities
- Teamwork orientation
- Client relationship development
- Cash flow management
Timeline
Financial Planner
RBC Royal Bank
09.2008 - 01.2024
Licensed Mortgage Broker
Mortgage Alliance
05.2004 - 05.2008
Financial Advisor
TD Bank
05.1986 - 04.2008
CSI - Financial
TCI