Akshita Goel
Financial Advisor & Manager Delegate at Rbc Flagship, Plaza Main Branch @RBC
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor & Manager Delegate at Rbc Flagship, Plaza Main Branch @RBC
Coordinated portfolio reviews with clients to evaluate investment performance and ensure alignment with documented long-term financial goals.• Acquired new clients through a personal, relationship-based approach, building trust and delivering tailored service.• Increased client satisfaction and loyalty scores by consistently delivering personalized, high-quality advice.• Educated clients on the purpose and benefits of various investment, banking, and lending solutions, ensuring suitability for their needs.• Partnered with Investment Advisors, Financial Planners, and Mortgage Specialists to provide integrated wealth, credit, and investment strategies.Recognized for leading partner referrals. •Demonstrated advanced ability to analyze financial statements, credit reports, and other data to assess creditworthiness and manage risk.• Achieved a high approval rate on credit applications while maintaining full compliance with regulatory requirements.• Proven track record in resolving complex credit issues and disputes efficiently.
EDUCATION
Thompson Rivers University - School of Business and Economics
Postgraduate Degree, International Business
IFSE Institute
Canadian Investment Funds Course, Banking and Financial Support Services
GIA (Gemological Institute of America)
Graduate Gemologist, Metal and Jewelry Arts
University of Mumbai
Bachelor of Commerce - BCom, Business/Commerce, General
ABOUT AKSHITA GOEL
Financial Advisor with extensive experience in key client service areas including lending, investments, account management, estate settlement, home equity financing, and relationship management.• Proven track record of consistently exceeding sales targets in the Financial Services industry, with a strong ability to build lasting client relationships.• Dynamic and engaging public speaker, skilled at delivering financial education sessions, client presentations, and team training.• Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders.• Client-centric approach, delivering personalized advice and tailored financial solutions to meet diverse needs and life stages.• Human Resources experience within the retail sector, contributing to talent development, training, and performance management.• Personal Financial Planner (PFP®) designation pathway, reflecting advanced financial planning expertise and commitment to professional excellence.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.