Salma El Jakani

Banking Advisor @RBC

Montreal, QC, CA

Served as a trusted first point of contact for clients, delivering personalized financial advice and holistic banking solutions that aligned with their short- and long-term goals-Conducted needs-based conversations to identify opportunities for wealth building, debt management, credit planning, and investment referrals, acting as a strategic advisor in clients’ financial journeys-Assisted clients with account openings, personal lending products, and everyday banking needs while deepening relationships through education and proactive follow-ups-Promoted digital tools and guided clients in using RBC\'s online and mobile platforms, enhancing accessibility and empowering clients to manage their finances independently-Actively referred clients to Financial Planners, Mortgage Specialists, and Investment Advisors when complex planning or product expertise was required, contributing to a seamless, team-based advisory model-Proactively uncovered sales and retention opportunities through outbound calling and community engagement, resulting in increased wallet share and client loyalty-Demonstrated strong knowledge of investment fundamentals and maintained progress toward Mutual Fund licensing (IFIC/CSC), enabling informed recommendations and positioning for a full advisory role-Collaborated with internal partners to provide integrated financial solutions, ensuring all client needs were met with a high level of service, compliance, and professionalism-Supported client onboarding and conducted KYC (Know Your Client) assessments in accordance with regulatory requirements and RBC policies-Consistently achieved and surpassed sales and service targets while maintaining high client satisfaction and adhering to ethical advisory practices.

University of Ottawa

Honours Bachelor of Commerce , Finance and Marketing

École internationale Elbilia

High School Diploma, Accounting and Business/Management