Rolyn Ceria
Calgary,AB
Summary
Experienced with managing diverse tasks and supporting team initiatives. Utilizes organizational skills and attention to detail to enhance operational efficiency. Track record of effective collaboration and problem-solving in fast-paced settings.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Associate
RBC Dominion Securities
05.2022 - Current
- First point of contact to quarterback all client inquiries and requests for my Investment Advisor’s book of clients and ensure they are overly satisfied with our service levels.
- Partner with the Investment Advisor and Client Experience Associate to support, manage, and track my Investment Advisor’s client service plan, including direct and frequent contact with clients to understand and act on their needs.
- Partner with the Associate team to execute a world class account opening, setup, and onboarding experience in-person and digitally.
- Partner with the Associate team to support and execute all day to day, seasonal, and ad-hoc account administration, and reporting for clients to ensure all accounts are 100% compliant with internal controls and regulatory requirements and clients are receiving core reporting deliverables from our team.
- Eagerly and proactively learn, develop my service knowledge by exposing myself to all service requests, complex client scenarios, and special projects and effortlessly share best practices with the team.
- Promote and support a work environment that inspires innovation, creativity, collaboration, and diversity.
Financial Advisor
RBC Royal Bank
03.2015 - 05.2022
- Primary accountability is to collaborate with each of their clients and apply financial counselling principles to actively and effectively assess their life stage needs and provide proactive financial solutions.
- Contribute to meeting sales plan and related activities by growing both existing and new client portfolios as well as introducing clients to partners when necessary.
- Focus is on retaining, growing, and attracting clients through an ongoing discovery approach and applying financial counselling principles that help individuals make informed decisions about their personal goals.
Private Banking Associate
RBC Wealth Management
10.2013 - 02.2015
- Key member of the client relationship team responsible for providing sales and service solutions through regular client interactions.
- Acts as the primary advisor and relationship manager with respect to day-to-day banking solutions for Private Banking clients. Serves a variety of client needs to ensure clients’ uninterrupted access to the best possible services, solutions, and expertise.
- Works with clients to analyze day-to-day banking needs to ensure they are handled in the most efficient manner on an ongoing basis in a fast-paced, client focused environment. Supports Private Banker in acquiring new high net worth households and in growing existing long-term, profitable relationships.
Account Manager
RBC Royal Bank
03.2007 - 10.2013
- Services at the Glamorgan Branch | Bow Trail Branch
- Primarily focused on enhancing client relationship and acquiring new clients by providing knowledgeable, unbiased advice by way of delivering deposit and loan products.
- Providing investment advice to clients by directly selling mutual funds or aligning them to Royal Bank partners who can provide additional service and/or advice.
- Proactively contacting clients to make sure that they reach their financing goals by completing everyday banking review or borrowing needs.
- Managing administration work by making sure documents are signed and submitted in a timely fashion, thereby eliminating out of order reports.
Education
Bachelor of Art - Law and Society
University of Calgary
01.2004
High School Diploma - undefined
Western Canada High School
01.1998
Skills
- Excellent communication and interpersonal skills Works well under pressure and can organize tasks in priority order
- People oriented and ability to work within a team environment and/or individually with minimum supervision
- Dynamic, self-assured, and confident in terms of dealing with different personalities
- Strong proficiency in Microsoft Office Products: Outlook, Word, PowerPoint, Excel, etc
- Customer service
- Time management
- Attention to detail
- Customer interaction
Certification
- IIROC licensed since December 2022
- Completed Personal Financial Services and Financial Planning I
- Completed Personal Financial Services and Financial Planning II
- Branch Compliance Officer
- Canadian Securities Course (2020)
- Canadian and Practices Handbook (CPH, 2022)
Timeline
Associate
RBC Dominion Securities
05.2022 - Current
Financial Advisor
RBC Royal Bank
03.2015 - 05.2022
Private Banking Associate
RBC Wealth Management
10.2013 - 02.2015
Account Manager
RBC Royal Bank
03.2007 - 10.2013
High School Diploma - undefined
Western Canada High School
Bachelor of Art - Law and Society
University of Calgary
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