
Professional Summary Client-focused and results-oriented Client Advisor with extensive experience in financial services, customer relationship management, and compliance. Demonstrated success in exceeding sales targets, delivering personalized banking solutions, and enhancing client satisfaction. Proficient in financial advising, risk assessment, and regulatory compliance. Recognized for fostering trust, driving client retention, and achieving high performance in dynamic banking environments.
Client Advisor – RBC Royal Bank, Mississauga, ON | September 2022 – Present
• Provide expert advice on personal banking, lending, and investment solutions to meet client goals.
• Consistently exceed monthly sales targets through effective cross-selling and relationship management.
• Maintain compliance with AML/BSA regulations and audit protocols, ensuring operational integrity.
• Manage client portfolios, complete daily logs, and track business growth performance.
• Support branch marketing campaigns to drive new account acquisition and brand awareness.
• Deliver superior customer experiences by actively listening and providing tailored solutions