JAY PHALKE
Calgary,AB
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.
Overview
4
4
years of professional experience
Work History
Financial Advisor
RBC Royal Bank
Cochrane, Alberta
07.2025 - Current
- Analyzed client portfolios to identify investment opportunities and risks.
- Educated clients on financial products and services available at RBC.
- Processed loan applications and verified financial information for accuracy.
- Maintained compliance with industry regulations throughout the processing cycle.
- Submitted loan applications to underwriting department for review and approval process.
Banking Advisor
RBC ROYAL BANK
Cochrane, Alberta
08.2021 - 07.2025
- Advised clients on financial products and services to meet their needs.
- Approved or denied loan applications based on established guidelines.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Advised clients on asset allocation and risk management strategies.
- Advised clients on suitable loan options based on financial needs.
- Collaborated with underwriters to assess borrower creditworthiness.
Education
Mutual Funds Certificate. - Finance
CANADIAN SECURITIES INSTITUTION
Calgary, AB06-2021
Business Administration Diploma - Finance
SAIT
Calgary, AB04-2021
Bachelor of Commerce - Financial Services
University of Athabasca
Skills
- Investment analysis
- Risk assessment
- Loan processing
- Regulatory compliance
- Customer relationship management
- Problem solving
- Effective communication
Timeline
Financial Advisor
RBC Royal Bank
07.2025 - Current
Banking Advisor
RBC ROYAL BANK
08.2021 - 07.2025
Mutual Funds Certificate. - Finance
CANADIAN SECURITIES INSTITUTION
Business Administration Diploma - Finance
SAIT
Bachelor of Commerce - Financial Services
University of Athabasca
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