Jayne Falloon
Winnipeg,MB
Summary
Results-driven professional with extensive experience in leadership and strategic oversight. Adept at driving organizational success through effective team collaboration and dynamic problem-solving. Recognized for adaptability and keen focus on achieving objectives.
Experienced with strategic planning, project management, and stakeholder communication. Utilizes these skills to enhance operational efficiency and drive team success. Track record of effective leadership in high-stakes environments.
Overview
17
17
years of professional experience
Work History
Associate Director - Practice Management
RBC Royal Bank Personal And Commercial Banking
05.2024 - Current
- Use of national reporting data to implement change in practice management routines for expert roles ( Mortgage Specialist, Financial Planner) so as to align with the strategic intent of the role.
- Creation and socialization of brand new practice management documents. Engaging and presenting to stakeholders and Senior Leaders for feedback. Building end to end field delivery plans with national Enablement teams.
- Subject matter expert with external vendors to build new learning modules for sales engagement, proactive calling and business development.
Secondment - National Advisor Enablement, FP
RBC Royal Bank - Personal and Commercial Banking
04.2023 - 05.2024
- Built and implemented a National New To Role strategy for the Financial Planning Associate Role Evolution. Developed change management action plan for leaders to deploy to their teams
- Engaged connections with sr leaders and field employees compiling best practices and routines-
- Ongoing virtual delivery of learning modules to national net new hires, on strategic intent and best practices.
Financial Planning Associate
RBC Financial Planning
03.2019 - 05.2024
- Developed and implemented process improvements including upskilling in credit and transactional support of High Net-Worth clients, resulting in award winning business development, increased productivity, and client growth.
- Acted as lead mentor to new to role associates, creating and holding several information sessions for net new hires on role mandates and practice management routines.
- Worked with numerous financial planning teams to identify, investigate and resolve all client inquires. Proactively assist with Client management and calling strategies ending in uptick of hundreds of net new clients
Sr Account Manager Business and Personal Banking
RBC Royal Bank
11.2007 - 02.2019
- Grew and maintained a highly profitable desk of small business clients from 100- 300+ clients
- Developed and implemented strong practice management and sales routines resulting in millions of dollars of small business growth
- Mentored new to role relationship managers that lead to the acceleration of skills and abilities in small business team a nd tangible growth in business development
Education
PFP 1 &2 : Finance
Canadian Securities Commission
Vancouver, BC01-2009
Bachelor of Arts - Economics
University of Manitoba
Winnipeg, MB05-2001
Skills
- Strategic leadership
- Practice management
- Technical implementation
- Change Management
Affiliations
- Board Administrator - MSNWO Financial Planning Regional Advisory Baord
- Communications - MSNWO Women's ERG
- Event Leadership- National Working Mom's ERG
Timeline
Associate Director - Practice Management
RBC Royal Bank Personal And Commercial Banking
05.2024 - Current
Secondment - National Advisor Enablement, FP
RBC Royal Bank - Personal and Commercial Banking
04.2023 - 05.2024
Financial Planning Associate
RBC Financial Planning
03.2019 - 05.2024
Sr Account Manager Business and Personal Banking
RBC Royal Bank
11.2007 - 02.2019
PFP 1 &2 : Finance
Canadian Securities Commission
Bachelor of Arts - Economics
University of Manitoba
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