MARIAN R. GONZALES
GUELPH,Canada
Summary
As professional advisor, deeply committed to delivering actionable insights and fostering collaborative environments. Extensive experience in strategic planning and conflict resolution ensures impactful contributions to team success. Known for adaptability and results-driven approach, excelling in problem-solving and relationship management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Premier Banking Advisor
RBC Private Banking
06.2022 - Current
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Collaborate with Wealth Management partners to nurture and grow client relationships.
- Manage relationships with high-value clients and execute full range of personal banking and complex credit solutions.
- Partner with RBC sales force to deliver integrated solutions and drive overall business growth.
Financial Advisor
RBC Royal Bank
11.2019 - 06.2022
- Communicate with clients to learn about their needs and help them achieve their financial goals
- Provide professional advice and educate with an ability to address complex credit and investment needs, concerning both personal and business needs
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
- Leverage technology to deliver on client experience and drive sales and retention
- Proactively take ownership of resolving and preventing client’s banking problems
- Implement contact and relationship building strategies, and support new client acquisition in local communit
Banking Advisor
RBC Royal Bank
03.2013 - 11.2019
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial and credit needs.
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
Education
Bachelor of Science - Psychology
New Era University
Manila, PhilippinesSkills
- Time management
- Critical thinking
- Conflict resolution
- Problem-solving
- Decision-making
- Client relationship management
- Empathy and understanding
- Interpersonal communication
- Conflict management
Certification
- Financial Planning1 - Canadian Securities Inst.
- Personal Financial Services Advice - Canadian Securities Institute
- Investment Funds in Canada – Canadian Securities Institute
Awards
2019 - RBC Royal Performance Cruise Awardee, 2019 -1st Quarter Service Excellence Awardee, 2018 - Mortgage Specialist Citation, 2017
Languages
English
Full Professional
Timeline
Premier Banking Advisor
RBC Private Banking
06.2022 - Current
Financial Advisor
RBC Royal Bank
11.2019 - 06.2022
Banking Advisor
RBC Royal Bank
03.2013 - 11.2019
Bachelor of Science - Psychology
New Era University
Similar Profiles
Jayne FalloonJayne Falloon
Associate Director - Practice Management at RBC Royal Bank Personal And Commercial BankingAssociate Director - Practice Management at RBC Royal Bank Personal And Commercial Banking
Enrico GhirdariEnrico Ghirdari
Channel Management Head at FNB (Private Banking & Advisory) - Private WealthChannel Management Head at FNB (Private Banking & Advisory) - Private Wealth
Subhatra ParthibanSubhatra Parthiban
SQL DBA Team - GWIM LOB at BA Continuum India Private Ltd. (BACI) - a non-banking subsidiary of Bank of AmericaSQL DBA Team - GWIM LOB at BA Continuum India Private Ltd. (BACI) - a non-banking subsidiary of Bank of America
Charitha VemulaCharitha Vemula
Retail Associate (Part-Time) at WalmartRetail Associate (Part-Time) at Walmart
AMJAD GILLAMJAD GILL
Owner Operator at Hefty Freight Inc.Owner Operator at Hefty Freight Inc.