iA Private Wealth

Senior Journey Owner - Digital Client Experience

RBC Wealth Management

Product Management, Project delivery and Change management

• Lead a Portfolio Management transformational initiative for RBC WM Canada impacting multiple lines of businesses from conception to delivery.
• Responsible for ensuring that product roadmap capabilities align with WM Canada strategy drivers 
• Supervise development process ensuring alignment with Digital Solutions Strategy.
• Manage development of new features from concept to launch through the digital development life cycle.
• Build change management strategy and lead the activities to ensure successful initiative implementation.
• Lead user engagement, research & design, training, and communications activities.
• Define adoption and monitoring metrics and evaluate engagement and adoption following deployment.

Journey Lead - Portfolio Management Transformation 

• Supported the Product Owner on Portfolio Management and Trading Applications initiatives 
• Acted as Product Owner on smaller to medium sized initiatives (Trading and Modeling)
• Performed requirements analysis documented user stories and journeys
• Acted as a liaison and facilitator between our business partners and the technical team
• Performed user acceptance and implementation testing for Portfolio Management and Reporting projects.

Senior Business Analyst, Business Initiatives

• RBC Expand is an immersive 9-week innovation program that brings together 23 top talents across the organization to explore disruptive ideas and learn new ways of working. 
• Learned and applied design thinking methodologies to solve real business challenges sponsored by RBC executives.
• Won the Best Overall Solution during Season 9 of the program

Intrapreneur - RBC Expand Innovation Program (Won Best Overall Solution)

• Responsible and point of contact for all branches across Quebec and Ottawa (+160 teams)
• Provide advice on portfolio management best practices and implementation strategies to established teams, competitive recruits and new hires
• Analyze teams’ internal processes and assist them streamlining to make their business efficient and scalable
• Continuously improve Team efficiency by building internal tools and documentation to streamline how we conduct our meetings and to facilitate new hire onboarding
• Collaborate with the Business Initiatives Product owners on new initiatives, escalations, product enhancements and user feedback.

Portfolio Management Consultant

RBC Dominion Securities

•	Responsible of portfolio strategy implementation for a Chairman Council team 
•	Responsible of PIM related issues including: bulk trading, portfolio modeling and TAC sheets
•	Maintain team models, their statistics and prepare monthly performance reports
•	Prepare portfolio proposals and financial projections for wealth management purposes
•	Assist in the creation of marketing strategies and business development activities
•	Continuously try to find ways of improving team productivity and efficiency 
•	Revamped the team website and in charge of its maintenance and updates

Associate Advisor

RBC Direct Investing

• Member of the Royal Circle Team dealing with RBC DI’s High-Net-Worth clients
• Executed trades on equities, fixed income, options, FX and commodities
• Educated client on industry mechanisms, regulation, trading policies and order executions
• Provided training to new hires, acted as a mentor and assisted managers on solving escalations
• Proactively added value to client’s requests and asked for new business when appropriate
• Tested and reported on new applications and platforms before their global launch
• Promoted RBC Direct Investing and acquired new business through the branch network 
• Liaised with the back office for trade inquiries, administrative issues and compliance matters
• Member of the RBC Direct Investing Social Committee

Investment Representative

Desjardins

• Provided an advisory role to clients through personalized financial services ranging from day-to-day banking to long-term projects
• Solved clients’ liquidity problem by offering appropriate financing solutions for their short and long-term projects 
• Maximized client retention through holdings in Desjardins financial products such as credit cards, loans, mortgages, insurance, investments and savings products
• Promoted the use of the online services for day-to-day banking and overall banking practices
• Surpassed all of my monthly objectives (sales, call handling time, cross-sales..)
• Elected "First Grade Advisor" for my achievements and my strong performance

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