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Braeden Roach

Braeden Roach

Regional Director Assistant (Co-op)

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  • Timeline

  • About me

    Treasury Analyst at RBC US Corporate Treasury | Passed CFA Level III

  • Education

    • Saint Mary's University

      2017 - 2019
      Bachelor of Commerce - BCom Finance

      -Received Chartered Financial Analyst (CFA) Scholarship, Awarded for Top Finance Students in Undergraduate Class

    • Nova Scotia Community College - NSCC

      2015 - 2017
      Financial Services

      -Received Highest Recognition Award for Outstanding Industry Exam Results

  • Experience

    • IG Wealth Management

      Apr 2017 - May 2017
      Regional Director Assistant (Co-op)

      - Updated client financial plans using PFP software to adjust for changes in client’s personal and/or professional situation- Assisted Regional Director extensively in revision of excel files to be distributed to Advisors

    • RBC Investor Services

      Oct 2020 - Jan 2023

      - Established and managed a payment processing team handling global tax reclaims on behalf of I&TS clients with annual processing value of over 250+ million CAD- Identified opportunities to improve efficiency and streamline current processes in a startup environment from a consolidation of geographic locations to here in Halifax- Spearheaded UAT testing of a new payment application with the development team while taking into account our teams functionality and regulatory requirements - Mentored/onboarded 10+ new hires for success within our tax operations Show less

      • Payments Team Lead

        Jul 2021 - Jan 2023

      • Analyst

        Oct 2020 - Jul 2021

    • RBC Capital Markets

      Jan 2023 - now
      Treasury Analyst

  • Licenses & Certifications

    • Passed CFA Level III

      CFA Institute