Rory Webb
North Vancouver
Summary
Accomplished professional financial planner at Canada's largest and most reputable bank, now pursuing my passion for creative design as a student of architecture and building technology. I aim to enhance my already strong professional and educational background in order to gain solid theoretical and practical credentials in the field of architecture, leading to new and exciting career opportunities. I am dynamic and principled, with a proven capacity to thrive in demanding environments that require attention to detail, analytical and problem-solving skills, effective communication, collaboration, and the ability to conceptualize and implement action plans.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Planner
Royal Bank of Canada
11.2017 - 09.2023
- Accredited professional financial planner developing and growing sustainable long-term relationships by delivering comprehensive financial planning advice to affluent business owners and their families
- Successfully growing total Assets Under Management by 100% to more than $140mm over term, securing one of largest proportional investment holdings relative to total AUM, as compared to peers
- Leveraging expertise as an accredited financial planner to better understand client's life and financial goals; utilize world-class planning software to model recommended strategies; and effectively communicate complex concepts in ways that are accessible, actionable and measurable
- Consistently achieving the highest level of client satisfaction results
- Establishing and maintaining reciprocal relationships with a broad network of qualified professionals in various fields, private and commercial banking, estate, trust, insurance, tax, accounting, and legal services.
Financial Advisor
Royal Bank of Canada
02.2011 - 10.2017
- Providing comprehensive banking, credit and investment advice on a need-by-need basis to high-value professionals and small-business owners with increasingly complex goals
- Selected as part of team lead for RBC's specialized capital loan program - a highly complex and demanding financing program established to anchor existing and prospective high-value professionals who have earned the opportunity to join their firm as equity partners
- Achieving RBC's highest performance award for client satisfaction, business development and partner collaboration, recognized in the top 1% among more than 95,000 employees internationally
Education
Diploma of Architectural Technology - Architecture and Building Technology
British Columbia Institute of Technology
Burnaby, BC05.2026
Bachelor of Arts - Economics
University of British Columbia
Vancouver, BC06.2010
Skills
- Attention to detail
- Communication
- Creativity
- Problem-solving
- Self-motivation
Certification
Accredited Personal Financial Planner
Timeline
Financial Planner
Royal Bank of Canada
11.2017 - 09.2023
Financial Advisor
Royal Bank of Canada
02.2011 - 10.2017
Diploma of Architectural Technology - Architecture and Building Technology
British Columbia Institute of Technology
Bachelor of Arts - Economics
University of British Columbia
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