Travis David
New Lowell,ON
Summary
Highly motivated Financial Advisor deep knowledge of banking products to offer tailored financial solutions and debt management. Proven track record helping clients meet financial goals through sound advice and strong relations. Flexible and adaptable to change, ensuring optimal results.
Overview
11
11
years of professional experience
Work History
Financial Advisor - Collingwood, On
RBC
06.2021 - Current
- Assisted clients in understanding financial products and services.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial products.
- Address client inquiries/needs with providing guidance on credit products, processes and applications.
- Assisted with day-to-day branch operations, working efficiently and productively with all team members.
Banking Advisor - Collingwood, On
RBC
12.2018 - 06.2021
- Facilitated account openings and transactions, ensuring compliance with regulations
- Educated clients on digital banking tools, increasing user adoption and engagement
- Conducted regular client reviews, identifying opportunities for partner introductions.
Client Advisor - Collingwood, On
RBC
05.2015 - 12.2018
- Managed client inquiries, providing timely resolutions to enhance satisfaction
- Improved customer loyalty by providing exceptional advisory services and resolving issues promptly.
Education
Business And Accounting
Fleming College
Peterborough, Ontario04-2013
High School Diploma -
Stayner Collegiate Institute
Stayner, ON06-2010
Skills
- Financial Planning I
- Investment Funds in Canada
- Personal Financial Services Advice
Skills
- Relationship building and client management
- Investment strategies
- Debt and loan restructuring
- Financial services
Timeline
Financial Advisor - Collingwood, On
RBC
06.2021 - Current
Banking Advisor - Collingwood, On
RBC
12.2018 - 06.2021
Client Advisor - Collingwood, On
RBC
05.2015 - 12.2018
Business And Accounting
Fleming College
High School Diploma -
Stayner Collegiate Institute