Harsh Modi
Banking Advisor @RBC
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WORK HISTORY
Banking Advisor @RBC
Downtown Toronto, ON, CA
1.Provide personalized financial advice and tailored solutions to meet clients\' banking and investment needs.2.Conduct comprehensive financial assessments to recommend suitable products and services.3.Build and maintain strong client relationships to enhance loyalty and satisfaction.4.Collaborate with RBC teams to deliver holistic financial solutions and drive client success.
EDUCATION
George Brown Polytechnic
Postgraduate Diploma, Financial Planning
George Brown Polytechnic
Postgraduate Degree, Analytics In Business Decision Making
H.R. College Of Commerce & Economics
Financial markets
ABOUT HARSH MODI
Banking Advisor & Mutual Fund Representative at RBC | Passionate About Helping Clients Thrive Financially
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