Kaizer Irani
Mississauga
Summary
Dedicated and client-focused Investment Services Representative with proven success in providing financial guidance and client-focused solutions at RBC Direct Investing and RBC Bank. Demonstrates strong organisational skills and attention to detail, ensuring service excellence in all interactions. Possesses extensive knowledge of banking products and services, coupled with effective communication and problem-solving abilities. Thrives in fast-paced environments, consistently achieving high levels of client satisfaction.
Overview
19
19
years of professional experience
1
1
Certification
Work History
INVESTMENT SERVICES REPRESENTATIVE
RBC Direct Investing
Mississauga
07.2024 - Current
- Executed client trade executions with accuracy, adhering to regulatory requirements using Tradelink, FactSet, Berton and BTS.
- Leveraged advanced communication and probing skills to proactively identify client needs.
- Demonstrated comprehensive knowledge of CIRO, provincial regulations and RBC policies, ensuring all transactions were compliant.
- Actively promoted the capability and functionality of the RBC Direct Investing website and mobile capabilities, proactively identifying self-service opportunities for clients.
SENIOR BANKING ADVISOR
RBC Advice Centre
Mississauga
08.2022 - 07.2024
- 2023 Royal Performance Leadership Model Award Recipient
- 2023 Q3 Royal Performance Award Recipient
- Facilitated as an Analyst with the Client Inquiry Resolution Team which was executed by RBC HSBC Problem Resolution Support Team.
- Facilitated the Client 360 initial project, participated in meetings with National Office partners and collaborated with them to provide feedback and shared best practices from Advice Centre Everyday Banking line of business.
- Secondment opportunity where I orchestrated on modifying and updating modules for SSG and Cards for 2 months from July to August 2023.
- Acquired proficiency in Cards as a Senior Banking Advisor to provide a one stop all solutions to calls at Advice Centre.
- Supported as an ERM (Expert Role Model) to New to Role Advisors on calls through chats, call listening and escalations and assisted MLDs (Manager Learning Development) in various classes.
- Assisted Recruiters with plug-ins which aided the NTR Advisors in understanding the key responsibilities of their role as well as the call handling experience.
BANKING ADVISOR (SSG)
RBC Advice Centre
Mississauga
03.2021 - 08.2022
- Delivered an efficient and effective client experience as Banking Advisor and provided tailored financial advice and solutions to clients' needs.
- Leveraged strong referrals to business partners.
- Active lead in the development, implementation and execution of activities to maximize individual and team performance in order to meet business objectives.
MONTESSORI TEACHER
Montessoriworks Inc.
Mississauga
01.2017 - 11.2020
- Communicated strongly with the parents, resolved issues, and counselled them if needed and discussed the progress of children efficiently.
- Prepared lesson plans, monthly reports, and report cards of children.
- Educated a group of toddlers on daily basis, imparting education and social skills in a friendly and engaging manner.
TEACHER (KINDERGARTEN SECTION)
The C.A.S. School
Karachi
08.2009 - 08.2016
- Observed and evaluated children's performance, behavior and social development.
- Conferred with parents or guardians, other teachers, counselors, and administrators to resolve students' behavioral and academic problems.
- Developed leadership and time-management skills.
DIRECTRESS IN THE 'BEGINNERS' CLASS (CHILDREN AGED 2 TO 3)
Asma's Montessori
Karachi
08.2007 - 05.2008
- Communicated effectively with toddlers, their parents and other staff.
- Prepared and organized the learning environment to meet the needs and interests of the children.
- Conducted and documented developmental screenings and assessments of children.
- Maintained effective, working relationships with children, parents and staff.
Education
Infant Toddler Montessori Diploma -
Montessori Teachers College
Karachi, PakistanBachelors in Commerce -
University of Karachi
Karachi, PakistanMontessori course - Advance -
London Montessori International
Karachi, PakistanCertification
- Personal Financial Services Advice (PFSA) – December 2025
- Derivatives Fundamentals and Options Licensing Course (DFOL), 05/01/25
- Conduct and Practices Handbook Course (CPH), 10/01/24
- Canadian Securities Course (CSC), 09/01/24
- Canadian Investment Funds Course (IFIC), 05/01/24
Languages
- Urdu
- Hindi
- Gujarati
- English
Timeline
INVESTMENT SERVICES REPRESENTATIVE
RBC Direct Investing
07.2024 - Current
SENIOR BANKING ADVISOR
RBC Advice Centre
08.2022 - 07.2024
BANKING ADVISOR (SSG)
RBC Advice Centre
03.2021 - 08.2022
MONTESSORI TEACHER
Montessoriworks Inc.
01.2017 - 11.2020
TEACHER (KINDERGARTEN SECTION)
The C.A.S. School
08.2009 - 08.2016
DIRECTRESS IN THE 'BEGINNERS' CLASS (CHILDREN AGED 2 TO 3)
Asma's Montessori
08.2007 - 05.2008
Infant Toddler Montessori Diploma -
Montessori Teachers College
Bachelors in Commerce -
University of Karachi
Montessori course - Advance -
London Montessori International