2022-06 LLQP
Taras Komarnytski
Financial Planner
Toronto,ON
Summary
Experienced Sales Professional with over a decade of industry experience, specializing in sales strategy, networking, building connections, and providing outstanding support to advisors with strong interpersonal and communication skills and significant knowledge base. Thrives in dynamic, fast-paced environments.
As a Wholesaler, will actively expand and nurture relationships with Investment Advisors, seeking new opportunities, and developing the territory while implementing the sales strategy, building campaigns, and sharing ongoing best practices with peers and their advisor relationships. The emphasis is also on building brand awareness and promoting products. Additionally, representing Purpose at industry events and delivering client seminars plays a key part.
Keen on being aware of in-depth market trends, well-equipped to provide robust support to Investment Advisors, will effectively nurture existing relationships, and discover new opportunities within the territory.
Overview
16
16
years of professional experience
3
3
Languages
Work History
Professional Development & Academic Pursuits
York University, FP Canada
09.2024 - 01.2025
- Bachelor of Commerce [York University]
- German Language CEFR B1 Level [York University]
- CIM Designation [FP Canada]
Senior Account Manager
Sombra @ RBC Royal Bank
03.2024 - 09.2024
- Gained a deep understanding of RBC GAM processes, expectations, and strategic objectives, driving optimal outcomes and enhancing collaboration while aligning with RBC Values to ensure long-term success.
- Proactively identified and pursued opportunities for growth within the client relationship, offering strategic recommendations and innovative solutions to enhance business outcomes and drive mutual success.
- Played a key role in implementing an enhanced cooperation model between RBC GAM and Sombra, collaborating with Key Stakeholders to optimize efficiency and drive collaborative success.
- Drove new business opportunities by earning referrals from Senior Leaders to Key Decision-Makers in other departments at RBC, actively contributing to the ongoing expansion of the partnership's scope and scale.
- Spearheaded a successful Client Appreciation Event for RBC Management and Associates, strengthening partnerships and celebrating shared achievements.
Senior Financial Consultant
IG Wealth Management
03.2022 - Current
- Incorporated insurance planning strategies, tax optimization, corporate financial solutions, credit, and investment solutions within holistic financial planning framework for HNW and UHNW clients.
- Assisted clients with estate planning to organize distribution of assets.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Manager-Financial Planning & Senior FP
Moya Financial Credit Union
06.2020 - 03.2022
- Led development and implementation of Wealth Management offering at credit union.
- Established new and deepened existing client relationships through holistic financial planning.
- Routinely partnered with CEO to craft and implement strategic business plans.
- Successfully led sales campaigns, enhanced bottom line, and motivated sales team to achieve more.
- Collaboratively developed and launched unique product offerings.
- Implemented IIROC compliant Advice Process.
- Implemented Dynamic Financial Planning Process.
- Created tools and documents: Investor Profile Questionnaire, Letter of Engagement, Investment Policy Statement.
- Incorporated Morningstar Advisor Workstation and introduced advanced investment planning.
- Incorporated NaviPlan and holistic cashflow, credit, investment, retirement, tax, risk, corporate and estate planning.
- Designed, tested, and executed centralized Excel-based CRM application to organize dispersed client data.
- Developed AdminHub administrative tool.
- Mentored and guided employees to foster proper completion of assigned duties and cross-trained employees to maximize team agility and performance.
- Led projects joint with IT department and developed unique administrative workflow for the organization.
- Implemented and integrated use of digital signature software.
- Developed framework for digital, remote workflow.
- Improved efficiency and accountability by enhancing digital documents indexing, storage and workflow.
- Established strategic collaboration with credit and commercial lending department to enhance integration and outcomes.
- Extended market reach by working closely with marketing department on campaigns, materials, and promotions.
- Enhanced outreach efforts and secured new business by effectively hosting webinars covering topics such as retirement planning, estate planning, product offerings, and financial planning.
Senior Financial Advisor
CIBC
03.2019 - 06.2020
- Provided expert advice and helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Effectively oversaw and cultivated large portfolio of clients.
- Managed and grew book of business exceeding 160M.
IRP, Financial Planner
RBC Royal Bank
05.2018 - 03.2019
- Closely collaborated with the Regional VP to develop Group and Group Pension sales campaigns and source new business.
- Met with industry leaders, delivered value propositions.
- Completed Group Banking and Group Pension client presentations.
- Prospected, developed, and secured client relationships.
Senior Account Manager
RBC Royal Bank
09.2016 - 05.2018
- Took part in numerous Group Banking and Group Pension client events, completed presentations, and implemented solutions.
- Sources new Group Banking and Group Pension relationships through through face-to-face, phone and electronic contact.
- Cultivated HNW relationships through catered investment, credit, banking solutions for personal and business clients.
Account Manager
RBC Royal Bank
06.2010 - 09.2014
- Participated in numerous Group Banking sign up events.
- Consistency exceeded expectations in client care and sales performance.
Client Service Representative
RBC Royal Bank
06.2009 - 06.2010
- Effectively collaborated with team members and facilitated client opportunities.
Skills
Comprehensive Sales Expertise
Software
2020-06 CFP Designation
2020-06 CMI Design (ongoing)
2020-2022 WME, CSC, CPH
2019-11 FP Designation
2016-09 BBA York U (ongoing)
Timeline
Professional Development & Academic Pursuits
York University, FP Canada
09.2024 - 01.2025
Senior Account Manager
Sombra @ RBC Royal Bank
03.2024 - 09.2024
Senior Financial Consultant
IG Wealth Management
03.2022 - Current
Manager-Financial Planning & Senior FP
Moya Financial Credit Union
06.2020 - 03.2022
Senior Financial Advisor
CIBC
03.2019 - 06.2020
IRP, Financial Planner
RBC Royal Bank
05.2018 - 03.2019
Senior Account Manager
RBC Royal Bank
09.2016 - 05.2018
Account Manager
RBC Royal Bank
06.2010 - 09.2014
Client Service Representative
RBC Royal Bank
06.2009 - 06.2010
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