Sofia Yakubov
Toronto,ON
Summary
Results-driven professional with a proven history of delivering high-quality work and achieving company objectives. Strong communication and teamwork skills enhance collaboration and service delivery. Committed to continuous learning and improving customer satisfaction through effective problem-solving. Interpersonal abilities facilitate addressing customer concerns and driving positive outcomes.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Premier Banking Advisor
RBC Wealth Management
Toronto, Ontario
11.2025 - Current
- Manage and deepen relationships with a portfolio of affluent clients, delivering personalized, advice-driven banking and credit solutions.
- Lead a seamless onboarding experience for new Wealth clients, coordinating with Private Bankers, Financial Planners, and Investment Advisors to ensure integrated service.
- Collaborate closely with wealth partners to refer clients for tax, estate, insurance, and investment advice, supporting a holistic advisory approach.
- Deliver exceptional service and resolve complex client issues at the first point of contact, maintaining high satisfaction and loyalty standards.
Manager's Delegate/Financial Advisor
RBC
Toronto, Ontario
01.2023 - 11.2025
- Acted as manager’s delegate, maintaining smooth branch operations during managerial absence by providing overrides, supporting escalations, and making confident operational decisions.
- Collaborated with internal partners across financial planning, investments, mortgages, and business banking to provide integrated, customized expertise and holistic client solutions.
- Drove client acquisition and retention through strategic relationship-building and proactive engagement, ensuring long-term satisfaction and loyalty.
- Served as a Digital Navigator by educating clients and colleagues on digital tools, updates, and self-serve solutions, enhancing the overall client experience and adoption of technology.
Banking Advisor
RBC
Toronto, Ontario
09.2021 - 12.2022
- Provided comprehensive financial services to clients, including account openings, credit product applications, investment renewals, account package upgrades, and daily banking transactions.
- Built and maintained strong client relationships by identifying underlying financial needs, resolving banking issues, and offering appropriate referrals to ensure optimal solutions.
- Proactively promoted and cross-sold banking products and services, delivering education and tailored recommendations to meet clients’ financial goals.
- Utilized digital tools and technology to enhance the client experience, drive business growth, and support customer retention.
Retail Sales Associate
IRIS The Visual Group (Barkley Opticians)
Mississauga, Ontario
10.2020 - 09.2021
- Assisted clients in selecting eyeglass frames and lenses based on personal style, comfort, prescription requirements, and lifestyle needs.
- Educated customers on product options, including contact lenses, coatings, and lens technologies, guiding them to informed decisions.
- Processed orders, invoices, insurance submissions, and payment transactions with accuracy and attention to detail.
- Resolved client concerns and provided after-purchase support, enhancing overall customer satisfaction and loyalty.
Relationship Coach
Singles Staffing Inc. (Toronto Matchmakers)
Toronto, Ontario
06.2018 - 11.2019
- Guided clients through the interpersonal side of dating, coaching them on how to present themselves, communicate effectively, and build confidence.
- Facilitated introductions and encouraged client participation, presenting potential matches in a clear, positive, and persuasive way.
- Resolved concerns and escalations with empathy, professionalism, and tact, ensuring client satisfaction and long-term engagement.
- Maintained ongoing client retention through supportive communication, emotional intelligence, and solution-focused problem-solving.
Customer Service and Sales Coordinator
British Council Ukraine
Kyiv, Ukraine
01.2014 - 03.2018
- Managed and coordinated performance of 10-member sales and customer service team to achieve departmental goals.
- Exceeded sales targets, driving 90% student registrations and 70% re-registrations through strategic oversight.
- Implemented optimized post-sales customer care processes to enhance client satisfaction and retention.
- Administered SAP and CRM systems to maintain accurate records and improve operational efficiency.
Education
Master of Foreign Economic Affairs -
Wisconsin International University
Ukraine07-2009
Bachelor in Business Administration -
Wisconsin International University
Ukraine07-2008
Skills
- Financial planning
- Customer service
- Client retention
- Client segmentation
- Customer relationship management
- Active listening
- Multitasking and organization
- Needs analysis
- Communication skills
- Problem solving
- Relationship building
Certification
- Branch Compliance Officer - October 2023
- Financial Planning 1 - March 2023
- Personal Financial Funds Course - November 2022
- Canadian Investment Funds Course - December 2021
Accomplishments
- Multiple Quarterly Excellence Awards, RBC - 2023, 2024
- Communication Award, Institute of Customer Service, UK - July, 2012
Languages:
- Ukrainian (fluent), Russian (fluent), French (intermediate)
Timeline
Premier Banking Advisor
RBC Wealth Management
11.2025 - Current
Manager's Delegate/Financial Advisor
RBC
01.2023 - 11.2025
Banking Advisor
RBC
09.2021 - 12.2022
Retail Sales Associate
IRIS The Visual Group (Barkley Opticians)
10.2020 - 09.2021
Relationship Coach
Singles Staffing Inc. (Toronto Matchmakers)
06.2018 - 11.2019
Customer Service and Sales Coordinator
British Council Ukraine
01.2014 - 03.2018
Master of Foreign Economic Affairs -
Wisconsin International University
Bachelor in Business Administration -
Wisconsin International University