Shakir Hector
Halifax,Nova Scotia
Summary
Professional with high standards and strong background in financial services. Proven ability to build and maintain client relationships, manage portfolios, and deliver exceptional financial solutions. Prioritizes team collaboration and adapts to changing needs to achieve results. Possesses expertise in wealth management, risk assessment, and personalized financial planning with client-focused approach.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Premier Banker
RBC Royal Bank of Canada
10.2021 - Current
- As a Premier Banker my goal is to provide high valued service to our highest valued clients all while keeping an exceptional relationship with our partners at Dominion Security and Philips Hager & North
- Currently I manage 430+ clients spanning across 4 provinces (NS, NB, PEI, NL)
- Managed a portfolio of high-value accounts, ensuring timely execution of transactions and adherence to compliance requirements.
- Reduced risk exposure by implementing robust anti-money laundering policies and procedures.
- Provide credit advice and solutions through financial reviews with clients.
- Developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
Banking Advisor/Manager Delegate
RBC Royal Bank of Canada
08.2019 - 10.2021
- As a Banking Advisor my duty was to navigate my clients through our ever changing economy to reach their financial goals.
- Opening accounts and providing credit and investment advice on products that would best fit all my client’s needs was a key aspect of my role.
- Assisted in the management of risk by adhering to compliance policies and procedures when interacting with clients.
- Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.
- Reporting unusual transactions while on the front line to protect the branch from fraudulent activity
Credit and invest by phone advisor
RBC Royal Bank of Canada
01.2018 - 01.2019
- Duties included providing expert advice on all credit and investment products
- Opening loans, provide credit cards and mortgage refinances to name a few
- Investment duties include making sure that client is in the right plan and investment allocation
- Selling mutual funds as a RMFI representative and abiding within my compliance for exceptional service
Client Advisor Business Services
RBC Royal Bank of Canada
01.2017 - 08.2018
- Provided clients with exceptional service all while reporting any unusual transactions that might occur.
- Emphasized on establishing long-term partnerships by providing strategic advice to clients, leading them towards sustainable growth.
- Participated in professional development training programs to continually refine skills related to client advising, account management, and industry knowledge.
- Acted as a liaison between clients and internal teams to ensure seamless execution of projects and timely delivery of solutions.
Education
Bachelor of Science - Environmental Science
Saint Mary’s University
01.2016
Diploma - 7 CXC subjects
Saint Joseph’s Academy
01.2009
Skills
- Banking regulations
- Transaction monitoring
- Fraud investigation
- Risk evaluation
- Financial statement analysis
- Problem-solving skills
- Verbal and written communication
- Self-motivated nature
Volunteer Experience
- Volunteer, RBC Grant Awards, 2017, 2018, 2019, During my time at RBC I have volunteered and multiple events including quinfest, the Greek Church community and Halifax dance. These opportunities allow me to give back to the community with our grants and service. I plan to continue to volunteer as much as possible during my career at RBC.
- RBC Future Launch Champion, 2019 - Present, In the last few years, I have been consistently volunteering with RBC future launch to provide youth financial literacy and career building opportunities. I have volunteered at numerous high schools to build a strong foundation in our youth and within the black communities in Canada. This is something that I am very passionate about and will continue to do for as long as I can.
Languages
English
Native or Bilingual
Certification
- IFIC Canadian Securities Institute 2018
Timeline
Premier Banker
RBC Royal Bank of Canada
10.2021 - Current
Banking Advisor/Manager Delegate
RBC Royal Bank of Canada
08.2019 - 10.2021
Credit and invest by phone advisor
RBC Royal Bank of Canada
01.2018 - 01.2019
Client Advisor Business Services
RBC Royal Bank of Canada
01.2017 - 08.2018
Diploma - 7 CXC subjects
Saint Joseph’s Academy
Bachelor of Science - Environmental Science
Saint Mary’s University
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