Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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Ntemu Robert

Toronto,ON

Summary

Accomplished Financial Advisor at RBC Royal Bank, adept in investment advice and excelling in relationship building, significantly enhanced client financial portfolios through personalized strategies. Leveraged sales expertise and retirement planning skills to establish and grow long-term client relationships, demonstrating a proven track record of achieving results beyond expectations.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Financial Advisor

RBC Royal Bank
01.2021 - 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 personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Risk Advisor

UAP Life Assurance co
kamapala, ON
Feb.2013 - Jan.2019

Education

Bachelor of Science - Insurance And Risk Management

Saint Francis Catholic Secondary School
St. Catharines, ON
01.2015

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Retirement planning

Languages

English
Professional Working

Certification

  • CIBA - Certified Investment Banking Associate

Timeline

Financial Advisor

RBC Royal Bank
01.2021 - Current

Risk Advisor

UAP Life Assurance co
Feb.2013 - Jan.2019

Bachelor of Science - Insurance And Risk Management

Saint Francis Catholic Secondary School

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Ntemu Robert