UYI URHOGHIDE
Saskatoon,SK.
Summary
Experienced in investment, risk management, relationship management, and strategic planning. Results-oriented and analytical finance strategy advisor with a proven track record of driving financial success through strategic planning, risk management, and innovative solutions. Excels at providing actionable insights to optimize financial performance and enhance business profitability. Currently seeking a challenging role to leverage expertise in finance strategy and contribute to the success of Saskatchewan Teachers' Federation.
Overview
16
16
years of professional experience
1
1
Certification
Work History
FINANCIAL ADVISOR
RBC ROYAL BANK
08.2023 - Current
- Provide personalized financial planning services to clients including retirement planning, investment management and estate planning
- Monitor and analyze market trends, economic indicators and investment opportunities to make informed recommendations.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Customized investment portfolios to align with changes in clients' financial situations, maintaining optimal performance.
INVESTMENT CONSULTANT/PERSONAL BANKER
TD CANADA TRUST
09.2022 - 08.2023
- Conducted market research and competitive analysis to identify growth opportunities and potential threats
- Conducted periodic reviews of client investment portfolio and recommended solutions to switch, rebalance or restructure portfolio
- Collaborated with portfolio managers and traders to implement investment decisions.
- Managed a diverse range of client accounts, including high-net-worth individuals, families, and businesses.
- Increased client satisfaction by providing personalized investment strategies and financial planning advice.
- Delivered informative and engaging presentations to prospective clients, showcasing the firm''s expertise in wealth management and investment advisory services..
- Leveraged advanced analytical tools to evaluate potential investments for suitability within client portfolios based on individual needs and objectives.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all aspects of the role.
- Educated clients on various asset classes, tax implications, and risk factors associated with different investment products.
- Enhanced portfolio performance by conducting thorough research and analysis on various investment opportunities.
FINANCIAL ADVISOR
TD CANADA TRUST
08.2021 - 09.2022
- Processed and performed underwriting of credit applications including personal cash flow analysis.
- Extended loan and retail credit within lending authority, evaluated risks, inspected collateral and closed deals.
- Collaborated with cross-functional teams to ensure seamless execution of investment strategies and trade orders.
FINANCIAL ADVISOR
SCOTIABANK
04.2020 - 08.2021
- Collaborated with clients to proactively identify and recommend offerings that met their goals, delivered value, and ensured alignment between the bank's objectives and client needs
- Used strong knowledge of the Bank's streamlined products and services including simplified credit application, standardized and simplified products, standardized pricing, and underwriting.
MANAGER-BRANCH INVESTMENT OPERATIONS
ZENITH BANK PLC
05.2014 - 08.2019
- Managed branch investment portfolio (Treasury bills, commercial papers, bankers acceptances) and credit risk operations
- Developed and tested detailed procedures that reduced redundancy, improved accuracy, and helped achieve organizational objectives
- Worked with internal control team to create delinquent loan recovery strategy design and operations process improvement
- Advised on mergers and acquisitions, evaluating financial viability and conducting due diligence
- Elaborated reports and business presentations, presenting recommendations to the regional credit committee.
CREDIT ANALYST
ZENITH BANK PLC
01.2009 - 05.2014
- Developed improvements to existing processes to deliver improved business performance
- Incorporated credit risk assessment model to analyze and test the client's financial capacity and repayment ability
- Prepared risk analysis report on geographic markets of concern as well as other areas of particular concern; work led to a reduction of delinquent loans by 60%.
Education
Financial Planning 1 -
Canadian Securities Institute
09.2022
Personal Financial Services Advice
Canadian Securities Institute
06.2022
Investment Funds In Canada (IFC) -
Canadian Securities Institute
01.2020
Master of Business Administration -
University of Benin, Nigeria
01.2006
Bachelor of Science -
University of Benin, Nigeria
01.1999
Skills
- Financial Analysis
- Investment Analysis
- Business Development
- Process Improvement
- Collaboration
- Commercial Lending
- Compliance
- Risk Management
- Microsoft Office
- Asset Allocation
- Investment Consulting and Planning
- Portfolio Management
Certification
Senior Member, Chartered Institute Of Loan and Risk Management (2015)
Languages
English
Full Professional
Timeline
FINANCIAL ADVISOR
RBC ROYAL BANK
08.2023 - Current
INVESTMENT CONSULTANT/PERSONAL BANKER
TD CANADA TRUST
09.2022 - 08.2023
FINANCIAL ADVISOR
TD CANADA TRUST
08.2021 - 09.2022
FINANCIAL ADVISOR
SCOTIABANK
04.2020 - 08.2021
MANAGER-BRANCH INVESTMENT OPERATIONS
ZENITH BANK PLC
05.2014 - 08.2019
CREDIT ANALYST
ZENITH BANK PLC
01.2009 - 05.2014
Financial Planning 1 -
Canadian Securities Institute
Personal Financial Services Advice
Canadian Securities Institute
Investment Funds In Canada (IFC) -
Canadian Securities Institute
Master of Business Administration -
University of Benin, Nigeria
Bachelor of Science -
University of Benin, Nigeria
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