William Disbery
Group Retirement Consultant @RBC
Signup · Get unlimited contacts
WORK HISTORY
Group Retirement Consultant @RBC
Calgary, AB, CA
At RBC Group Advantage, my role is to help businesses build, implement and maintain the right employee savings/retirement program for their organization. With small business ownership experience as well as previously providing financial advice to Canadians, I have a strong grasp on organizations needs and the industry. I work alongside companies to implement customized retirement solutions to ensure they remain competitive in their industry and ensuring they receive the best value and service for their employees. Coordinating the end to end planning and execution of new or enhanced employee benefit programs - supporting the retention & attraction of top talent. Providing investment savings plan options, transitioning existing group savings plans, aligning everyday financial advice - through bank at work seminars and mortgage relocation plans.
EDUCATION
University of Regina
B.B.A, Finance, General, Economics
ABOUT WILLIAM DISBERY
As a Group Retirement Consultant, I establish and grow long term relationships by applying industry specialization, knowledge and financial expertise to each business client I meet.The financial well-being of your employees is important to the success of your company. I can help you attract and retain top talent and enhance productivity by putting your employees on the path to financial wellness. Our program is based on advice, support and the strength of RBC Royal Bank®.I work directly with businesses to build a tailored solution that meets the goals and objectives of your organization as well as the needs of your employees. Through our consultation process, we seek to understand your specific requirements to customize your company’s Group Savings program solution, as well as support and guide you through the development and implementation process.Born and raised in Saskatchewan and interested in everything sports related. Having worked in many different areas ranging from social work, small business owner, hospitality to construction, and finally the financial services industry. Started my career at RBC immediately after graduating from University of Regina and have since resided in Calgary, Alberta. I have provided financial advice on a personal level, owned a small business and now entirely focused around the implementation and support of employee savings programs for businesses across Alberta.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.