Yashika Bandara
Burlington,ON
Summary
Confident professional with a passion for learning and development. Eager to leverage education and training in the workplace to support the growth and success of a high-performing team. Committed to continuous improvement and driving team success.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Financial Advisor
RBC Royal Bank
Burlington, ON
02.2026 - Current
- Assumed Manager Delegate responsibilities, supporting branch operations, leadership, and compliance in the manager's absence.
- Developed personalized financial plans and recommended complex banking, lending, and investment solutions based on client needs.
- Built and grew a client portfolio through proactive relationship management, financial advice, and business development.
- Collaborated closely and consistently with Mortgage Specialists, Financial Planners, Business Banking Advisors, and Investment & Retirement Planners to deliver comprehensive financial solutions.
Banking Advisor
RBC Royal Bank
Georgetown, ON
02.2024 - 01.2026
- Collaborated with partners to deliver comprehensive financial solutions.
- Advised clients on credit, investment, and banking solutions while promoting long-term financial well-being.
- Served as a primary contact for client inquiries and issue resolution, delivering seamless service across advisory and cash management needs.
Client Advisor
RBC Royal Bank
Georgetown, ON
09.2023 - 02.2024
- Delivered exceptional client service by processing banking transactions accurately and efficiently.
- Identified client needs and referred appropriate banking products, services, and specialist partners.
- Maintained compliance with banking regulations, fraud prevention protocols, and security procedures.
- Managed branch cash operations, balanced daily transactions, and ensured compliance with cash handling policies.
Certification
BRANCH COMPLIANCE OFFICER (BCO)
Canadian Securities Institute
Pending
FINANCIAL PLANNING 1 (FP1)
Canadian Securities Institute
August 2025
PERSONAL FINANCIAL SERVICES ADVICE (PFSA)
Canadian Securities Institute
February 2025
INVESTMENT FUNDS IN CANADA (IFIC)
Canadian Securities Institute
June 2024
Timeline
Financial Advisor
RBC Royal Bank
02.2026 - Current
Banking Advisor
RBC Royal Bank
02.2024 - 01.2026
Client Advisor
RBC Royal Bank
09.2023 - 02.2024
Leadership & Community Involvement
Financial Literacy Instructor - Georgetown & Acton Youth Centre
Taught youth (ages 12-18) foundational financial literacy topics, including budgeting, savings, credit and banking basics
Event Moderator - Asian Heritage Celebration/ Margarita Leadership Night
Facilitated and moderated interview/ discussion with hand selected panelists