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Maria Bermont
Associate Advisor @RBC Dominion Securities
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WORK HISTORY
Associate Advisor @RBC Dominion Securities
Calgary, AB, CA
I support a high-performing advisory team in delivering wealth management services to individuals and families, including preparing financial plans, assisting with portfolio implementation and trade execution, and contributing to the client service cycle through onboarding, account administration, and client portfolio reviews.I work closely with the Investment Advisor and collaborate with specialists across financial planning, estate planning, insurance, and private banking to help ensure every client receives thoughtful and coordinated service, from the first interaction through each step of the process.· Prepare and present comprehensive financial plans through client discovery, scenario development, and planning discussions· Support 200+ households with day-to-day requests and account needs, from complex administrative tasks to quick questions· Support international clients, facilitating cross-border asset transfers and wire transactions· Assist with portfolio implementation and execute discretionary and non-discretionary trades in line with client strategies and advisor direction· Prepare client portfolio reviews including performance reports, account activity summaries, and follow-up action items· Assist families through estate administration processes including death certificates, beneficiary distributions, and POA setups· Facilitate account onboarding, transfers, and registered account contributions including RRSP, TFSA, RESP, and RRIF conversions· Process domestic and international wires, EFTs, charitable donations, and CRA instalment payments· Collaborate with internal specialists across financial planning, estate planning, insurance, and private banking· Maintain CRM documentation and monitor regulatory requirements including KYC updates and client records
EDUCATION
WFI - Ingolstadt School of Management
Business Administration and Management, General
Universidad del Rosario
Bachelor's degree, International Business Administration
Universidad del Rosario
Diploma, Marketing
University of Manitoba
Certificate, Business Management
ABOUT MARIA BERMONT
Wealth management is where my passion for helping people and my interest in finance came together!I genuinely enjoy the work. There\'s something meaningful about sitting with a family, understanding what they\'re working toward, and helping translate that into a plan that actually makes sense for their life. I care about getting the details right, being someone clients can rely on, and making the process feel less overwhelming than it often is. My experience spans financial planning, client service, portfolio implementation, and wealth management operations, bringing all the pieces together in a way that turns complexity into something clear, actionable, and uniquely theirs. I\'m currently working toward my CFP designation, which has only deepened my appreciation for how much there is to learn in this field and how much that knowledge can do for the people you serve. CFP In Progress (May 2026) · CSC · IFC · CPH · WME · Fluent in English & Spanish
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