WILLEM WESTENBERG
Westmount
Summary
Accomplished Senior Wealth and Investment Advisor at RBC Dominion Securities Inc., leveraging problem-solving and exceptional communication skills to enhance client portfolios and service efficiency. Achieved significant trust and business growth through strategic planning and market analysis, embodying a customer service-oriented approach and creative thinking.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Senior Wealth and Investment Advisor
RBC Dominion Securities Inc.
06.1994 - Current
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
Analyst/Senior Analyst
Royal Bank Of Canada
06.1990 - 06.1994
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Conducted workplace compliance training to reduce liability risks and operate effectively.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
Education
MBA -
Concordia University
Montreal, QC06.1990
Bachelor of Arts - Psychology
Queen's University
Kingston, ON06.1987
Bachelor of Science - Engineering/Biology
McGill University
Montreal, QC06.1986
Skills
- Problem-solving skills
- Creative Thinking
- Verbal and written communication
- Customer Service-Oriented
Languages
English
Native or Bilingual
French
Full Professional
Dutch
Professional Working
Certification
Institute of Corporate Directors
Timeline
Senior Wealth and Investment Advisor
RBC Dominion Securities Inc.
06.1994 - Current
Analyst/Senior Analyst
Royal Bank Of Canada
06.1990 - 06.1994
MBA -
Concordia University
Bachelor of Arts - Psychology
Queen's University
Bachelor of Science - Engineering/Biology
McGill University
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