Onoguese Obehi Ebiloma
Financial Advisor @RBC
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WORK HISTORY
Financial Advisor @RBC
Kitchener, ON, CA
Advised clients on tailored investment plans resulting in measurable growth in client portfolios- Managed client relationships to increase retention and generate repeat referrals- Analyzed financial data to recommend tax-efficient strategies reducing clients\' taxable exposure- Coordinated cross-functional resources to resolve complex account issues and improve client satisfaction- Cultivated strong client relationships, leading to improved retention rates and a steady influx of referrals, enhancing overall portfolio performance- Passionately engaged with clients to understand their financial goals, fostering trust and open communication for better investment decisions- Collaborated with mortgage specialists and planners to create comprehensive financial solutions, significantly boosting client satisfaction
EDUCATION
Covenant University Ota Ogun state
Bachelor of Science (BSc), Microbiology
University of Lancashire
Master's degree, Nutrition and Food Science
SKILLS
ABOUT ONOGUESE OBEHI EBILOMA
Over 6 years experience in the financial services sector. Fp1, PFSA, and IFIC certified. I am passionate about customer service and providing the best possible advice to clients to help them reach their goals. Looking for a chance to grow my skills.
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