Summary
Overview
Work History
Education
Skills
Languages
Certification
One RBC Award
Timeline
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Nabila Zaman

Nabila Zaman

Vaughan,ON

Summary

Experienced Financial Advisor at RBC with a passion of fitness, I bring a unique perspective to my client. My commitment is to helping individuals achieve their financial goals is matched by my dedication to promoting a healthy and active lifestyle, with a proven track record of providing sound financial advise and building long-lasting client relationships. I am confident in my ability to help individuals achieve financial success and overall well-being.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Advisor

Royal Bank of Canada, RBC
01.2023 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
  • Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Monitored legislative changes impacting financial planning, ensuring clients remained compliant while optimizing financial strategies.
  • Provided estate planning advice, assisting clients in securing their financial legacy.
  • Customized investment portfolios to align with changes in clients' financial situations, maintaining optimal performance.
  • Dealing with new mortgages and mortgage renewals.

Banking Advisor

Royal Bank of Canada
02.2022 - 01.2024
  • Provide personalized financial guidance to clients, analyzing their goals and creating comprehensive strategies.
  • Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization.
  • Proficient in using Client 360 software to enhance client interactions and streamline processes.
  • Utilize Salesforce software to manage customer relationships and drive sales growth.
  • Engage with customers and create positive experiences to retain and deepen relationships, by asking thoughtful financial questions.
  • Act as a point of contact for the front line staff in handling customer problems.
  • Strive to achieve and improve service level agreements and productivity targets.
  • Connect clients with specialized resources, ensuring they receive tailored financial solutions.
  • Conduct regular portfolio reviews, ensuring alignment with clients' evolving financial objectives.
  • Develop and maintain strong client relationships, resulting in increased referrals and repeat business.
  • Expert in opening Business account and Personal accounts, Secured and Unsecured Line of Credit, Personal Credit cards, and mortgage renewals, Open Investment Accounts.
  • Advise customers of high level financial solutions from a range of available investment and credit banking solutions.

Assistant Branch Manager

Cash Money
01.2022 - 08.2022
  • Ensure accuracy and completeness of work information, promoting organized operation.
  • Proactively employ creative approaches to make each interaction personal and engaging.
  • Promote and deliver a comprehensive range of products and services that address member's needs.
  • Drive customer acquisition through referrals, effectively matching offerings to individual financial requirements.
  • Exhibit flexibility and adaptability in a changing and growing environment.
  • Achieve sales targets by prioritizing member needs in product and service delivery.
  • Serve as a point of contact for front line staff in resolving customer issues.
  • Contribute to improving the overall branch customer experience through innovative solutions.
  • Collaborate with team members to achieve departmental objectives while strengthening customer dedication.
  • Provide responsive and informative customer support in person and over the phone.
  • Strategically refer customers to appropriate bank services based on their needs
  • Engage customers through thoughtful financial discussions, fostering relationship.

Business Manager

This or That Boutique
01.2020 - 01.2022
  • Develop the overall short and long term marketing strategy to align with company objectives, with a focus on growing sales
  • Lead the execution of all digital marketing, including marketing database, email, social media, and display advertising campaigns
  • Advanced skills with Excel, Outlook, MS office word
  • Designed, built, and have been maintaining the company website and the online store.
  • Support periodic financial reconciliation, audits, and tax filings by working closely with the account teams
  • Strong analytical skills and data-driven thinking

Shift Lead

Cash Money
01.2019 - 11.2019
  • Delivered exceptional customer service, addressing inquiries and resolving complex issues
  • Consistently exceeded monthly goals, contributing to team and branch success
  • Cultivated strong customer relationships, enhancing brand loyalty and repeat business

Education

Bachelor's Degree -

Lucknow University
04.2011

Skills

  • Salesforce User
  • Financial Analysis & Reporting
  • AML and CFT Compliance
  • CFT Risk Management
  • Leadership and Team
  • Investment strategies
  • Financial planning
  • Customer relationship management
  • Sales growth and expertise
  • Data analysis
  • Team collaboration
  • Investment advice
  • Relationship building and management
  • Retirement planning
  • Debt management
  • Sales and marketing
  • Retirement needs
  • Budget compliance
  • Portfolio construction
  • Mutual funds
  • Fixed income strategies
  • Cash flow analysis
  • Loans
  • Estate planning
  • Lead generation
  • Education funds
  • Multitasking and organization
  • Planning for retirement

Languages

English
Hindi

Certification

  • Financial Planning - Canadian Securities Institute - 2024
  • Mutual Funds - IFSE Institute - 2023

One RBC Award

After wining Quarter in 2023 and 2024. I was incredibly honored to receive OneRBC Award.

Timeline

Financial Advisor

Royal Bank of Canada, RBC
01.2023 - Current

Banking Advisor

Royal Bank of Canada
02.2022 - 01.2024

Assistant Branch Manager

Cash Money
01.2022 - 08.2022

Business Manager

This or That Boutique
01.2020 - 01.2022

Shift Lead

Cash Money
01.2019 - 11.2019

Bachelor's Degree -

Lucknow University

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Nabila Zaman