Robert Dawe Email & Phone Number | As an Associate I work with all channels and partners, to support a team of Financial Planners across Atlantic Canada to steward a portfolio of high-value clients, providing pre- and post-sales enablement and client service. I partner with FPs to effectively manage client relationships, maximize contact, identify opportunities, and deliver an exceptional client experience. I provide support in the fulfillment of strategies and solutions, freeing up time for FPs to focus on contact, planning, and consolidation of client relationships. I fulfill administrative activities that respond to client service needs and increase the effectiveness of the FP team. I proactively promote digital capabilities to make it easier for clients to bank with RBC

Robert Dawe

As an Associate I work with all channels and partners, to support a team of Financial Planners acros...
Halifax, Halifax, Canada

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Robert Dawe’s Email 083794d@acadiau.ca

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Robert Dawe’s Location Halifax, Halifax, Canada

Robert Dawe’s Current Industry Rbc

Robert Dawe’s Prior Industry Hgs

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Financial Planning Associate

2017-09-01 00:00:00 - Present

CSR

2010-07-01 00:00:00 - 2012-08-01 00:00:00

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Robert Dawe is a As an Associate I work with all channels and partners, to support a team of Financial Planners across Atlantic Canada to steward a portfolio of high-value clients, providing pre- and post-sales enablement and client service. I partner with FPs to effectively manage client relationships, maximize contact, identify opportunities, and deliver an exceptional client experience. I provide support in the fulfillment of strategies and solutions, freeing up time for FPs to focus on contact, planning, and consolidation of client relationships. I fulfill administrative activities that respond to client service needs and increase the effectiveness of the FP team. I proactively promote digital capabilities to make it easier for clients to bank with RBC