Valentina Ivanova
Summary
Dynamic Senior Financial Advisor with extensive experience in the banking industry, specializing in financial analysis, investment strategies, and client relationship management. Proven track record of delivering tailored financial solutions, ensuring regulatory compliance, and effectively guiding clients toward their financial goals. Adaptable leader, committed to driving success and building long-term client relationships.
Overview
13
13
years of professional experience
Work History
Senior Financial Advisor
RBC Royal Bank
Montreal, Quebec
04.2024 - Current
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Facilitated client meetings with comprehensive investment strategy planning.
- Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
Senior Premium Banker
HSBC Bank
Pointe-Claire, Quebec
01.2022 - 03.2024
- Maintained and built strong client relationships through quality, personalized interactions.
- Delivered exceptional customer service by responding quickly to inquiries or requests for assistance in a timely manner.
- Reviewed client portfolios regularly to ensure investments are performing optimally.
- Demonstrated expert knowledge of bank policies, procedures, regulations and compliance requirements.
- Maintained updated knowledge through continuing education and advanced training.
Branch Manager
Money Mart
Montreal, Quebec
10.2013 - 12.2021
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Organized professional development programs for employees at all levels of the organization.
- Resolved escalated customer complaints in a timely manner.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
Customer Service Representative
Money Mart
Montreal, Quebec
07.2012 - 09.2013
- Provided excellent customer service by responding promptly to requests or inquiries.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Prepared daily activity reports for management review.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
Education
Insurance & Retirement
Canadian Securities Institute
Montreal, QC12-2024
Investment & Taxation Fundamentals
Canadian Securities Institute
Montreal, QC11-2024
Fundamentals of Personal Finance
Canadian Securities Institute
Montreal, QC08-2024
Investment Funds in Canada
Canadian Securities Institute
Montreal, QC04-2022
Bachelor’s Degree - Business Management
Academy of Economic Studies of Moldova
Moldova06-2011
Skills
- Financial analysis
- Investment strategy
- Regulatory compliance
- Client relationship management
- Effective communication
- Adaptability and flexibility
Languages
- French – Fluent (Written & Spoken)
- English – Fluent (Written & Spoken)
- Russian & Romanian – Native
Timeline
Senior Financial Advisor
RBC Royal Bank
04.2024 - Current
Senior Premium Banker
HSBC Bank
01.2022 - 03.2024
Branch Manager
Money Mart
10.2013 - 12.2021
Customer Service Representative
Money Mart
07.2012 - 09.2013
Insurance & Retirement
Canadian Securities Institute
Investment & Taxation Fundamentals
Canadian Securities Institute
Fundamentals of Personal Finance
Canadian Securities Institute
Investment Funds in Canada
Canadian Securities Institute
Bachelor’s Degree - Business Management
Academy of Economic Studies of Moldova