Kera Parada
Kingston
Summary
Offering blend of leadership qualities, experience in financial planning and strong desire to learn and grow to within the management environment. Delivers insights into strategic planning and operational procedures, coupled with excellent communication and organizational skills. Ready to use and develop these skills in the Manager of Financial Planning role.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Planner
RBC Royal Bank
11.2016 - Current
- GG08 Senior Financial Planner responsible for 500 client relationships, advice and planning.
- Build strong client relationships, apply knowledge of the client's unique situation together with financial expertise to grow, expand and acquire clients.
- Build comprehensive financial plans to offer recommendations and build client retention.
- Continuously updated industry knowledge through professional development opportunities.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Mentored junior team members to enhance their understanding of financial planning principles and best practices.
Senior Account Manager
RBC Royal Bank
07.2013 - 11.2016
- Developed client relationships by providing exceptional customer service and support.
- Leveraging expert roles for more effective problem-solving and collaboration to provide expert guidance on clients' specific needs.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
Account Manager
RBC Royal Bank
09.2011 - 07.2013
- Increased client satisfaction by building relationships and addressing their needs promptly.
- Maintained high client engagement by providing exceptional customer service and anticipating client needs.
- Ensuring timely communication and effective problem resolution, addressing clients' financial needs.
Customer Service Representative
RBC Royal Bank
01.2011 - 09.2011
- Managed client transactions effectively, maintaining professionalism under pressure while resolving client issues and concerns at first point on contact where possible.
- Identifying opportunities for further conversation and client discovery and engage appropriate advisor. Responded to customer requests for products, services, and company information.
- Applied negotiation triangle and escalate where appropriate mitigating issues and concerns.
Education
Bachelor of Commerce - Finance
University of Ottawa
Ottawa, ON07.2010
Skills
- Leadership qualities
- Informal and formal mentor to colleagues
- Teamwork orientation
- Strategic financial planning
- Problem-solving abilities
- Organizational skills
- Task prioritization
- Professionalism
Accomplishments
Leadership Model Award Winner (2024, 2021)
Individual Quarterly Award Recipient (19 times)
Team Quarterly Award (4 times)
Gold Award (2016) , Silver Award (2015) and multiple President's Club Awards
Formal mentor to junior staff (2023, 2015, 2012)
Languages
English
Native or Bilingual
Certification
- Certified Financial Planner (CFP) - FP Canada 2018
- Personal Financial Planner (CFP) - Canadian Securities Institute 2014
- Canadian Securities Course (CSC) - Canadian Securities Institute 2011, 2023
- Advanced Investment Strategies (AIS) - Canadian Securities Institute 2016
- Certificate in Retirement Strategy (CRS) - Canadian Securities Institute 2015
- Business Owner Planning Model - 2023
Timeline
Financial Planner
RBC Royal Bank
11.2016 - Current
Senior Account Manager
RBC Royal Bank
07.2013 - 11.2016
Account Manager
RBC Royal Bank
09.2011 - 07.2013
Customer Service Representative
RBC Royal Bank
01.2011 - 09.2011
Bachelor of Commerce - Finance
University of Ottawa
- Certified Financial Planner (CFP) - FP Canada 2018
- Personal Financial Planner (CFP) - Canadian Securities Institute 2014
- Canadian Securities Course (CSC) - Canadian Securities Institute 2011, 2023
- Advanced Investment Strategies (AIS) - Canadian Securities Institute 2016
- Certificate in Retirement Strategy (CRS) - Canadian Securities Institute 2015
- Business Owner Planning Model - 2023
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