Meghan Archer
WINDSOR,Ontario
Summary
Motivated Financial Planner with 16 years of experienceadvising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
16
16
years of professional experience
Work History
Financial Planner, Investment and Retirement
Royal Bank Of Canada, RBC
02.2017 - Current
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Advised business owners on succession planning strategies, facilitating seamless transitions during leadership changes or ownership transfers.
- Collaborated with cross-functional teams to develop tailored solutions addressing clients'' unique financial needs and goals.
Financial Planner
Scotiabank
12.2009 - 02.2017
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
- Established strong partnerships with external professionals such as attorneys or accountants, enabling comprehensive client support in all financial matters.
- Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
- Mentored junior team members to enhance their understanding of financial planning principles and best practices.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
Consultant
Investors Group Financial Services
09.2008 - 12.2009
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Provided ongoing support to clients post-implementation, ensuring long-term success of implemented solutions.
Education
Personal Financial Planner
CSI
05.2014
IFIC
Canadian Securties Institute
10.2008
Skills
- Leadership Qualities
- Teamwork orientation
- Client Relationship Development
- Continuing education
- Retirement planning
- Investment advising
- Investment planning
Accomplishments
2012-2016 Best of the Best award at Scotiabank
2018 - Rookie of The Year at RBC
2018 - Trailblazer Award
2021 - Convention Award Recipient
Timeline
Financial Planner, Investment and Retirement
Royal Bank Of Canada, RBC
02.2017 - Current
Financial Planner
Scotiabank
12.2009 - 02.2017
Consultant
Investors Group Financial Services
09.2008 - 12.2009
Personal Financial Planner
CSI
IFIC
Canadian Securties Institute
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