Royce O'Rourke
Winnipeg,MB
Summary
Successful Financial Planner with over 5 years of experience in sales and service. Gifted in building client relationships and providing comprehensive strategies for managing wealth. Track record of closing referred business successfully while demonstrating ability to identify areas of opportunity for cross sales.
Overview
13
13
years of professional experience
Work History
Partner/ Financial Planning Associate Advisor
Assante Wealth Management
10.2017 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Developed recommendations specific to client's financial situation on topics such as investments and insurance.
- Educated clients on financial topics and best practices.
- Prospect new clients via public/private events and referred business.
- Effectively use CRM software to maintain clear client notes, tasks, and new business pipelines
Financial Services Manager
Bank Of Montreal, BMO
07.2016 - 10.2017
- Carry out meetings with customers to fulfill their financial needs.
- Pro-actively contact 40 customers weekly to create business opportunities.
- Pre book meetings to maintain full appointment load
- Provide knowledge and assistance regarding financial decision making
- Participate in branch meetings to identify areas of opportunity
- Exceeded sales targets on a regular basis
- Embrace and exemplify Bank of Montreal’s vision to be the bank that defines great customer service.
Customer Service Representative
Bank Of Montreal, BMO
04.2015 - 07.2016
- Effectively demonstrate lobby management to aid customers.
- Pass on referral opportunities to other branch members.
- Carry out financial transactions for customers in a friendly, professional manner.
- Actively participate in regular coaching events with management.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Shift Manager /Server
Mongos Grill
09.2010 - 10.2017
- Manage between 15 – 25 staff members in multiple areas of the restaurant.
- ·Assist in multiple roles throughout the restaurant as needed.
- Responsible for keeping the restaurant clean and efficient.
- Effectively communicate and entertain with guests.
- Addressing and resolving client complaints.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
Education
No Degree - Life, Accident And Sickness Insurance
Oliver Learning
Online2021
Business Administration Diploma - Business Administration - Finance Specialization
Red River College Polytechnic
Winnipeg, MB06.2016
No Degree - Mutual Funds License
Canadian Securities Institute of Canada
Online2015
High School Diploma -
Vincent Massey Collegiate
Winnipeg, MB2010
Skills
- Interpersonal Communication
- Improvisation Skills
- Public Speaking
- Presentations
- Entrepreneurial Mindset
Timeline
Partner/ Financial Planning Associate Advisor
Assante Wealth Management
10.2017 - Current
Financial Services Manager
Bank Of Montreal, BMO
07.2016 - 10.2017
Customer Service Representative
Bank Of Montreal, BMO
04.2015 - 07.2016
Shift Manager /Server
Mongos Grill
09.2010 - 10.2017
No Degree - Life, Accident And Sickness Insurance
Oliver Learning
Business Administration Diploma - Business Administration - Finance Specialization
Red River College Polytechnic
No Degree - Mutual Funds License
Canadian Securities Institute of Canada
High School Diploma -
Vincent Massey Collegiate
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