Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Michael Mancini

QC

Summary

Accomplished Financial Planner at RBC, adept in strategic financial planning and fostering client relationships, significantly enhancing client satisfaction and retention. Leveraged expertise in investment planning and exceptional time management to develop customized financial strategies, achieving clients' long-term goals. Proven track record in asset allocation and debt management, demonstrating a strong ability to address and anticipate client needs efficiently.

Overview

19
19
years of professional experience

Work History

Financial Planner

RBC
06.2016 - Current
  • Collaborated with partners to develop tailored solutions addressing clients'' unique financial needs and goals and generate new business leads.
  • Educated clients on various investment products and tax-saving strategies, empowering informed decision making.
  • Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
  • Built strong relationships with clients through consistent communication and proactive portfolio updates.
  • Prepared detailed financial plans to give clients line of sight on attainability and obstacles of their long term goals which outlining most efficient strategies to obtain them.

Senior Account Manager

RBC
01.2009 - 06.2016
  • Sold new products and services and developed new accounts to maximize revenue potential.
  • Analyzed data on client behavior patterns to inform future account management strategies, resulting in higher retention rates.
  • Delivered sales presentations and pitches to clients as well a represented RBC for presentations at the University of Montreal medical and dental student information and networking events once a quarter.
  • Responsible for account openings /maintanance and small credit needs for business services in branch with a focus on operating and holding companies for incorporated medical and dental practitioners.

Account Manager

RBC
10.2007 - 12.2009


  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

Polyvalent

RBC
02.2006 - 09.2007
  • Acted as branch support in cash roles for all shortages in branch as well as replacement for nearby branches
  • Performed cash services for long transactions (fraud claims, wire transfers, business services)
  • Performed branch openings and closings including start / end of day cash / vault access / lock up procedures.
  • Proven ability to learn quickly and adapt to new situations.

Education

Financial Planning Designation - Financial Planning Designation

IQPF
12.2017

Bachelor of Arts - Psychology, Neuroscience And Behaviour

McGill University
Montreal, QC
06.2007

Skills

  • Financial Planning software Proficiency
  • Strategic financial planning
  • Investment planning
  • Insurance Planning
  • Asset Allocation
  • Debt management
  • Estate Planning
  • Retirement planning
  • Time management abilities
  • Client Needs Assessment
  • Tax Tax Planning

Languages

English
Native or Bilingual
French
Full Professional

Timeline

Financial Planner

RBC
06.2016 - Current

Senior Account Manager

RBC
01.2009 - 06.2016

Account Manager

RBC
10.2007 - 12.2009

Polyvalent

RBC
02.2006 - 09.2007

Financial Planning Designation - Financial Planning Designation

IQPF

Bachelor of Arts - Psychology, Neuroscience And Behaviour

McGill University

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Michael Mancini