Susan Grey
Calgary,AB
Summary
Senior Financial Planner who works with clients through deep discovery to uncover financial planning needs and find appropriate solutions. Responsible to identify opportunities to deepen client relationships to consolidate external business into RBC. Excels at communication, client education and problem solving to ensure smooth collaboration with clients to achieve financial goals. Strengths include strong relationship management and focus on positive outcomes for clients by leveraging knowledge of investment strategies and tax laws.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Financial Planner
RBC Royal Bank
Calgary , AB
06.2014 - Current
- As part of RBC's Career Sales Force, I was responsible for bringing into RBC on average ten million dollars of new investment business annually for the past 7 years.
- Asked appropriate questions and conducted in-depth discovery to gain valuable and thorough understanding of every client's financial situation and future needs.
- Gathered information from various sources to create suitable client financial strategy taking into account client's needs and future goals.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Promoted business development and new opportunities by engaging and meeting with prospective clients.
- Referred business to appropriate colleagues to deepen client relationships.
Financial Planner Assistant
RBC Royal Bank
Calgary, AB
01.2009 - 06.2014
- Called and booked in prospective clients for meetings with Financial Planner
Customer Assistance Officer
RBC Royal Bank
Calgary, AB
11.2002 - 06.2009
- Greeted and assisted client bookings with appropriate staff
Education
Some College (No Degree) - General Studies
University of Calgary
Calgary, ABSkills
- Certified Financial Planner
- Client interviews and discovery
- Financial Goal Planning
- Financial Plan Development
- Investment Opportunity Identification
- Income Projections
- Verbal and Written Communication
- Attention to Detail
- Client Needs Assessment
- Influential and Persuasive
- Honest and Ethical
- Client Engagement
- Investment Analysis
Certification
- CFP and PFP Accreditations
Timeline
Senior Financial Planner
RBC Royal Bank
06.2014 - Current
Financial Planner Assistant
RBC Royal Bank
01.2009 - 06.2014
Customer Assistance Officer
RBC Royal Bank
11.2002 - 06.2009
Some College (No Degree) - General Studies
University of Calgary
Similar Profiles
Pierre ChristianPierre Christian
Customer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial BankCustomer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial Bank
Harmanpreet KaurHarmanpreet Kaur
Banking Advisor at RBC Royal BankBanking Advisor at RBC Royal Bank
CHANEL OLIVEIRACHANEL OLIVEIRA
Senior Effectiveness Coach at RBC Royal Bank of CanadaSenior Effectiveness Coach at RBC Royal Bank of Canada
SONA JOYSONSONA JOYSON
Fraud Prevention Analyst at RBC Royal BankFraud Prevention Analyst at RBC Royal Bank
Pranjali AmbekarPranjali Ambekar
Senior Manager at Capgemini Canada INCSenior Manager at Capgemini Canada INC