Omair Khan
Banking Advisor @RBC
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WORK HISTORY
Banking Advisor @RBC
Calgary, AB, CA
Performed financial analysis for personal and business clients by assessing creditworthiness, financial status, and investment portfolios, supporting informed decision-making and tailored financial solutions.• Opened and managed investment accounts (TFSAs, RRSPs, mutual funds, GICs), analyzing clients\' investment goals and providing insights on asset allocation and risk management strategies.• Submitted and reviewed credit applications (credit cards, loans, lines of credit, overdraft), conducting thorough financial reviews and ensuring clients met underwriting and lending criteria.• Analyzed delinquent loans and credit products, assessing risk and recommending actions, including referrals to collections.• Utilized financial modeling and forecasting tools to evaluate client cash flow and liquidity needs, offering advice on loan products and financial planning solutions to optimize their financial standing.• Promoted RBC’s digital solutions by educating clients on online banking platforms, enhancing operational efficiency and enabling self-service financial management.• Collaborated with wealth management specialists and financial planners to develop comprehensive financial plans for clients transitioning through key life events, such as retirement and estate planning.• Acted as an RBC Ambassador, supporting sales campaigns and driving product awareness to increase customer engagement and grow market share.
EDUCATION
Noida Institute of Engineering & Technology
Bachelor of Technology (B.Tech), Electrical and Electronics Engineering
Thompson Rivers University
Post Baccalaureate Diploma, Finance
ABOUT OMAIR KHAN
As a dedicated Licensed Mutual Fund Advisor with over 3 years of experience in the financial services industry, I specialize in financial analysis, credit planning, and investment research. My journey began with a strong educational foundation, having earned a Post-baccalaureate Diploma in Finance and certifications like the Canadian Securities Course (CSC).In my current role, I\'ve had the opportunity to help clients navigate their financial goals by assessing their unique situations and providing tailored solutions. I thrive on analyzing complex financial data and developing strategies that optimize investment portfolios while effectively managing risk. My collaboration with wealth management specialists has deepened my understanding of comprehensive financial planning, enabling me to assist clients through key life moments like retirement and estate transitions.I am passionate about leveraging data-driven insights to support informed decision-making and help clients achieve financial success. As I continue to develop my analytical skills and deepen my financial expertise, I’m excited to connect with professionals in the finance community and explore new opportunities in financial analysis and investment strategy.
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