Sherwin He

Financial Advisor @RBC

Halton, ON, CA

Delivering superior sales results through strong sales management routines and close partnerships with external and internal COls. Exceeding sales goal for new sales volume and retention volume in 20••••24.Leading with advice-based conversations to uncover clients day-to-day banking, credit, and investment needs and provide tailor-made financial solutions to achieve their financial objectivesLeveraging practice management routines to proactively engage with clients in all areas of the branch and in the community, as well as identifying sales and partner referral opportunitiesDeveloping personal financial plans for clients covering cash management, finances, investments, retirement and estate planning

The University of Western Ontario

Bachelor of Management and Organizational Studies, Finance Specialization (BMOS)

York University

Bachelor of Commerce (BCom)- First year

Humber College

Master's degree