Mayan Shaar
Mississauga,ON
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Banking Advisor
RBC Royal Bank
Mississauga, Ontario
09.2022 - 09.2023
- Provided financial advice and recommended investment solutions to High-Net Worth clients, contributing to improved branch sales results
- Conducted thorough analysis of financial statements to identify potential areas for optimization in investment portfolios. Provided customized strategic recommendations for various types of investment accounts such as GIC, TFSA, RESP, RRSP and mutual funds
- Established and nurtured effective relationships with internal RBC business partners, directing clients to suitable partners aligned with their specific needs and financial objectives.
- Consistently achieved strong sales and service results while prioritizing client profitability and fostering relationships
- Achieved recognition through multiple awards for outstanding performance in quarterly results of 2022 and 2023.
Client Advisor
RBC Royal Bank
Mississauga, Ontario
02.2021 - 09.2022
- Delivered outstanding customer service by actively engaging with clients to complete transactions while also providing invaluable financial advice.
- Maximized revenue by recognizing sales potential and referring clients for new business, investment, and lending opportunities.
- Achieved compliance with custody and fraud prevention regulations while actively maintaining branch operational requirements such as cash management and security.
- Managed administrative tasks to ensure smooth operation and organization of branch, maintaining marketing materials and internal records
- Achieved recognition as a recipient of RBC Performance awards for Q3 (2021), Q4 (2021), and Q1 (2022).
Education
Bachelor of Arts - Spec. Hons. Financial And Business Economics
York University
Toronto, ON04-2020
Skills
- Excellent Communication
- Financial Due Diligence
- Portfolio strategy
- Detail Oriented
- Leadership & Teamwork
- Computer Skills (MS Office Suite)
- Fluent in English & Arabic
- Self-Directed
- Multitasking
Certification
- Conduct and Practices Handbook (CPH), 07/2024
- Excel Fundamentals - Formulas for Finance, 04/2024
- Canadian Investment Funds Course (CIFC), 07/2022
- Bloomberg Market Concepts, 01/2021
Websites
References
References available upon request.
Timeline
Banking Advisor
RBC Royal Bank
09.2022 - 09.2023
Client Advisor
RBC Royal Bank
02.2021 - 09.2022
Bachelor of Arts - Spec. Hons. Financial And Business Economics
York University
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